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