Tuesday, June 30

Portfolio

Your book

15 accounts — 4 trending down, 5 up

Performance
Portfolio pacing
$1,060,300month to date
Monthly target$1,742,000
Projected$1,647,440(95% of goal)
1,060,300 of 1,742,00061%
61% to goal with 0 business days remaining.
Momentum
Trailing 90-day trend
  • Trending up533%
  • Flat640%
  • Trending down427%
Filter
Account
Momentum
Month to date
Pace
Segments
Last contact