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Dashboard Description: This is a showcase of an Investment Management dashboard, this dynamic dashboard show the company sales persons, customers and their stock portfolios.
The Dashboard includes 3 Reports:
1.Sales Person Report - Profit and portfolio data for each sales person and the company top 5 sales persons by profit.
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2.Customer Registration report - Overview of customer’s portfolios by date.
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3.Portfolios Transaction report - Overview of all customer transactions.
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About SiSense PrismCubed:
PrismCubed is a single integrated product for creating interactive and scalable business intelligence solutions quickly. PrismCubed is very easy to learn, requires no programming experience and can be used to create any type of business report or dashboard, as well as full-blown guided analytics applications
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