2. Dashboard
The CRM Dashboard is a powerful tool designed to give brokers a clear, real-time overview of clients, Introducing Brokers (IBs), and key business activities.
It’s divided into two main sections:
Static Data Statistics: This section automatically displays essential statistics that provide a quick snapshot of your brokerage’s current status. These figures are fixed and updated regularly to keep you informed of critical data points.
Dynamic Data Statistics: Unlike static data, this section lets you customize the date range to view statistics over a specific period. This flexibility helps you track trends and analyze performance based on the time frame you choose.
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