3 Must-Have Advisor Reports
Course curriculum
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01
Overview of This Course
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Introduction to Your Must-Have CM Reports
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02
Module 1: Must-Have Report #1: Customer Orders
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Accessing Customer Order History
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03
Module 2: Must-Have Report #2: Performance Over Time
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Tracking Your Performance
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04
Module 3: Must-Have Report #3: Order History
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Looking Up Order History
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05
Module 4: Bonus: My Reports Dashboard
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My Reports Dashboard
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06
Module 5: Bonus: Team Performance
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Getting to Know Team Performance
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