Sales Dash

Financial & Contracts Management

1. View Engagement Agreements and Contracts
2. Check Member Insurances Dashboard
3. Master Agreement Management

Network Units Reporting

1. Per Company & Per Group Net Units Burn Reports
2. Per Group per Expert Net Units Burn Reporting
3. Per Company Units Burn Summary and by Group
4. Per Group Units Burn Per Week (SK Month End)
5. Expiring in 90 Days Network Units Report

Client Management

1. New Client Interaction Note (Jules)

Sales Calling

1. Magic Sales Helper