Management Reports

Leverage a robust set of reports to optimize and focus your sales activities to achieve the highest level of success.

Sales Activity Reports provide metrics and comparison on system usage and success.  
Reports include:
• Number of suggestions accepted
• Number of suggestions rejected
• Number of suggestions in process
Sales Opportunity Density Reports help advisors and managers identify the opportunities available in a book of business.  Reports provide:
• Opportunities by relevance and quantity
• Correlation between opportunities and success rate


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Wholesaler Reports help managers and wholesalers to identify opportunities within a firm for a specific product or suggestion. These reports:
• Identify all clients by the relevant product or suggestion
• Identify which products or suggestions are most relevant
• Can be run across the hierarchy (company)
The Sales Opportunity Scoring Report provides an overall view of the performance of a suggestion across the firm. This report provides:
• Ratios on all the suggestions with rank, average score, and average rank
• Highest areas of success
• Areas with the greatest need for trainingRightBRIDGE® provides a series of powerful reports to assist both the producer and sales management in analyzing current sales opportunities and success with various sales concepts.  Based on user hierarchy, the reports can be generated at an producer, office, region, or company level, and can be output to both PDF or Excel.