Forum Discussion

Curious Observer

2 days ago

Expected Revenue Tracking

Hi Team Expected Revenue Tracking – Pipeline Tracking Our business is currently using spreadsheets to track the following: Adviser Meetings and Outcomes Client Meetings Adviser Meeting Ty...

technology

xplan

rainier.reyes

Advisely Team

2 days ago

Excellent question qld1.universal - looking forward to see if any of our Xplan experts have any ideas!

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Expected Revenue Tracking

Tracking Client Progress

A faster way to keep track of APRA's red flags

AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!

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