Manage Performance

Data is the foundation of decision making within businesses, so having the information you need quickly is imperative. Understand your conversion rates, the performance of your referral partners and overall business growth at a glance with our customisable smart dashboard. The snapshot will let you quickly identify potential untapped opportunity, recognise and reward your highest performers and take control of all aspects of your business.

Removing the need for complicated analysis and reports, our dashboard gives you access to the real-time data to make informed decisions to optimise performance, so there’s no more guesswork.

 

Benefits of Perfect Portal’s smart dashboard

THE INFORMATION YOU NEED IN ONE PLACE

With information from pipelines, lead sources, sales conversions and top performers clearly outlined, you can gain an understanding of your firms’ performance in seconds.

2 UNDERSTAND YOUR REFERRAL NETWORK

Easily see which of your referral partners are your best performers with a simple breakdown of their referral quantities and the quality of the business they send to you.

3 TRANSPARENCY

Estate agents and mortgage brokers will rely on the transparency of data at hand, encouraging them to send more work to your firm.

4 DRIVE NEW BUSINESS

Using the data that is readily available from your dashboard, you can see which of your staff and referrers are driving the most business and reward them, creating a productive growth cycle.

5 PRESENT THE FACTS

With business decisions based on evidence, you can rely on accurate reports from Perfect Portal that give you insight into your firms' performance, fast.

Get key insights into the performance of your firm and referral network at a glance. Book your free demo to see how Perfect Portal can work for you.