Sentences with phrase «financial tracking dashboards»

Not exact matches

By adding a digital layer, the girls «learn about online financial safety, communicating with customers via email, managing virtual money and creating dashboards on which they can track their inventory and sales.»

At its core, Personal Capital is a personal financial management dashboard that helps you track all of your accounts, transactions, and investments in one place.

I love how they are disrupting the traditional wealth management industry with their free, DIY financial dashboard where everybody can management their net worth, track their expenses, and examine their investment portfolios for excessive fees.

Wendell Charles Financial of Manhattan Beach, CA shared the popular LPL Research Earnings Season Dashboard, which tracks various corporate earnings metrics throughout earnings season and is available on LPL Research's House of Charts:

The card includes an online services dashboard where you can track expenses, print financial reports and download your transactions to QuickBooks.

Use it to track how your financial health is improving over time with Mogo's unique dashboard.

I do love the matter dashboard showing contacts, financials, matter details and it has its own feed tracking all actions such as calendar entries, notes uploaded, time entered and everything else on one page.

This is one area of your financial dashboard that you can improve upon by changing billing habits and tracking accounts receivable.

Her team designed a client dashboard that solved the legal department's needs for matter and financial real - time tracking; legal loved it.

ZipperAgent supports your brokerage's big ideas and essential details — review financial performance from a centralized dashboard; track agent activities and lead progress across your entire organization; keep agents productive.