Dashboard services
Dashboard provides detailed business comparisons, benchmarking your performance against the Dashboard 'average' of participating firms and the Dashboard 'high profit' firms.However Dashboard is much more than simply a business benchmarking service. Dashboard will provide you with direction for your future business development journey. It will allow you to test different scenarios and receive instant feedback of the impact of possible changes on your business.
Our full Dashboard service incorporates:
- online comparison of your key performance indicators with the Dashboard averages;
- your scores across the 4 key value drivers for your business;
- a Dashboard valuation index to enable internal tracking of your business value;
- a quarterly monitoring of progress in your key performance indicators online;
- a written expert analysis with recommended next steps; and
- a scenario planner enabling you to test an unlimited number of business options online.
| Dashboard Income Analysis | Your Results |
Average | High Profit |
|||||||
| Income per Active Client | $2,733 | $2,049 | $2,598 | |||||||
| Income per Income Producer | $273,333 | $309,226 | $406,802 | |||||||
| Income per Person | $117,143 | $132,557 | $157,182 | |||||||
| Ongoing Income % of Total | 75% | 64% | 65% | |||||||
| Fee Income % of Total | 67% | 30% | 32% | |||||||
| Income Score (out of 100) | 76 | 80 | 88 | |||||||