Look at growth and ongoing service
Use opportunity, target and client book views to understand both new business and relationships that need attention.
See where the practice needs attention
Turn recorded activity into a more useful management conversation.
See what is moving through the pipeline, where work has paused and how recorded results compare with your targets. Team and individual reporting help you prepare for management conversations using a shared set of data. Ask Aria for supported figures within your access, then inspect the reporting context before deciding what to do next.
Prepare for team conversations
Compare permitted team and individual views using recorded data, with the relevant period and filters in mind.
Ask for a supported figure
Aria can help retrieve available commission, conversion and lead source information within your reporting permissions.
Inside the workflow
Less between you
and the work that matters.
Give the numbers their context
Overview and performance views organise practice, team and individual data with available period and product filters. Look at targets, pipeline movement and client book health together. Reports reflect the information recorded and the integrations configured, so check data completeness and definitions before comparing advisers or drawing conclusions.
Use the finding to choose a next step
A reporting question can lead to a closer look at an opportunity, a discussion about workload or a task for the responsible person. Aria helps retrieve permitted figures, while reporting views provide detail to investigate. Keep performance measures alongside file review, client feedback and supervision when considering the quality of the work.
The detail matters
Good questions.
Straight answers.
Scope, setup and responsibility. Know where the boundaries are before you begin.
Can managers see team and individual performance?
Yes, within company scope and role permissions. Access to another adviser’s figures depends on your management scope.
Are the numbers live feeds from every provider?
No. Reports use recorded data and configured integrations. Check the source, completeness and reporting period before relying on a figure.
Does a performance score prove advice quality?
No. Activity, revenue and conversion can identify areas to investigate. Assess advice quality through file review, client feedback, complaints and supervision as well.
The next conversation
Your practice.
With more room for advice.
Tell us about your team, your clients and the work getting in the way. We can explore the fit together, with scope and costs agreed before you commit.
Enquire about the next intakeHow the move works