LGM Financial Services

You may generate your performance monitoring report through one of the following options: 

OPTION 1: Reports/Dashboards > Dashboard Search > Performance Monitoring . This is an interactive PowerBI Dashboard.

OPTION 2: Reports/Dashboards > Dashboard Search > Performance Monitoring Trends . This is an interactive PowerBI Dashboard.

OPTION 3: Reports/Dashboards > Report Search > Performance Monitoring Financial Services Office Summary. Under Options select Export to PDF.

OPTION 4: Reports/Dashboards > Report Search > Performance Monitoring Deal Log. Under Options select Export to Excel.