Tips & Tricks
The advisory conversation with Jirav Lite - learning capstone
This video series walks through an end to end example of leveraging Jirav Lite to engage with your client using KPIs - this can be considered a capstone to the Jirav Lite learning videos
You will see below the final outputs of the five part video series which includes a visual dashboard of the Trailing 12 Months KPIs and the addition of the KPIs as a group to the Executive Summary report.
You can find the the complete five part series by watching them all together in our video "Starting the Advisory Conversation" or you can select a specific section from the list below.
- Create the T12M KPI
- Add the T12M KPI to the Executive Summary Report
- Create the T12M KPI Dashboard
- Create a Custom Group Tile
- Have the Advisory Conversation
Trailing 12 Months KPI Dashboard
Executive Summary Report