"The biggest advantage? That I no longer have to make so many selections. And that I now have a daily overview instead of per month. This allows me to anticipate the data very well. And to see at a glance how much revenue I get from the customer and how much time it takes me. For example, it became clear that I sometimes spend a lot of time on a customer that actually brings me relatively little.
"This reporting module is exactly what I was missing."
At the touch of a button, I have exactly the information I need. For example, the usage data for the past year. With this I can now very easily fill in the AFM's annual market monitor. Before, I often did estimates there and it took me a lot of time.
It is a nice new tool. For proactive advisors who want to manage internal business information, this is a very suitable tool. It looks very nice, especially since it has a lot fewer layers. And the software is really up to date."
"We have been using it for a month now and we love it. This is exactly what I was missing. To get real-time information about my business to give direction. The different dashboards give me so much insight. Where I normally used Excel files to keep track I now have it in one overview."
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