Delegate account access to any third-party advisors that may be part of your team.  Consultants have ability to browse  the various performance metrics to help inform insights for the practice.

Commission Calculators

No items found.

Staff Leaderboards

Manage on facts, not feelings. Leaderboards make it objectively known the key metrics amongst the staff within each role. The are several metrics that are displayed in apples-to-apples format so you can easily identify the strengths and weaknesses of your team. Often times, the results will surprise you!

No items found.


The completion of tasks and achievement of goals should make way for appreciation. A great way to motivate individuals, teams, and the entire practice is by incentivizing and rewarding their hard work. Help your team help you by rewarding them when they go the extra mile.

No items found.

Visual Practice Data

Data should be beautiful!  Through the application you will notice a full variety of visual charts that allow you to make insights quickly and easily.

No items found.