Wouldn’t it be helpful to practice management if you could quickly check the status of any milestone for any task and any client?
You asked for it. We built it.
Now, with a couple of clicks, you can generate a report for all nominated milestones. Filter by different users. Filter by client classes. Filter by date range. You’re in total control.
Generate a graph at any time to see at a glance milestones reached and how many clients are captured via each milestone.
Want to dig deeper? A simple click reveals the names of each client in each milestone column, or significant milestones for any client – with task, due date, and assigned adviser.
It’s never been easier to track specific goals and generate a pipeline report when all critical milestone information is presented visually and simply by CCUBE.
To see CCUBE’s Pipeline Reporting in action, watch this short video: