Cost and revenue is define into Call Report.  You will find Call Report in the following pages : 

  • Research
  • Client CRM
  • Call Report Dashboard 
  • Portfolio 

Step 1
On the client tab of the company page, you can access to the list of your clients. Once you chose your client, select to the tab called consolidated portfolios.


Step 2

In this tab, you will see some informations helping you to asses account profitability such as account overview, loans and mortgages, total fees, total deposit, total withdraw and the fees/time ratio. The fees/time ratio will allow you too see in average how much you earn per minute for each client. 

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