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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.

Trailing 12 Months KPI Dashboard


Advisory Dashboard


Executive Summary Report