Login Level: Adviser Group Login
The expected account report gives you the functionality to add expected revenue for a new client and to see if all the revenue has been received or not.
You can follow the below steps to access the Expected Account report: -
1. Go to ‘Reports’
2. From the drop-down menu, click on the Expected Account.
3. There you get an option to add an expected account as per your requirements with correct data to be entered in each field.
4. Click on Save button.
An entry will be created according to your expectations and whenever that expectation fulfills, you may come to the same page again and check whether it has been met or not.
If the data matches it will give us the "Achieved" status and if not then "Not achieved".