Learn how to build custom dashboards that give your firm a clearer view of intake, consultations, conversions, marketing performance, and team activity. In this recorded Wednesday Workshop, Erika Bertolini demonstrates how to combine standard dashboard metrics with custom reports, use columns and filters to create meaningful visualizations, and track consultation outcomes with custom fields. You'll also learn best practices for measuring ROI, analyzing leads and clients by practice area, identifying conversion trends, and determining which marketing sources produce the strongest results.
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