Reporting Overview
The reports under Report in the side menu help you track your outreach, your pipeline and the return on your SmartAsset subscription.
The Activity Report and Pipeline Report cover SmartAsset leads only, and count activity from everyone in your company, not just you. If you don’t see Report in the side menu, email amphelp@smartasset.com.
Activity Report
Section titled “Activity Report”Compare your outreach with top advisors in five areas: Outbound Calls, Consistency, Salesmanship, Response Times and Idle Leads. To learn more, see Activity Report.
Pipeline Report
Section titled “Pipeline Report”Follow your SmartAsset leads from delivery to responses, meetings and target conversion. To learn more, see Pipeline Report.
ROI Calculator
Section titled “ROI Calculator”Estimate whether your SmartAsset subscription pays for itself, for an AMP or CPL plan, by modeling how many clients you convert each year. To learn more, see ROI Calculator.