Add the T12M KPI to the Executive Summary Report

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

This is a video of one section of a five part series for the Advisory conversation - you can watch the complete video in this article.

You can also watch a specific section by selecting the 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