RM TRACK

Private workspace

RELATIONSHIP OPERATIONS

Activity dashboard

Live reporting

Welcome to Edge reporting

Sign in with your dashboard password.

Password

Change dashboard password

Changes the shared password for all viewers and signs out all sessions.

Current passwordNew password (6 to 16 characters)Confirm new password

Date range Source

Relationship managers

All 16 RMs

Relationship managers

Choose one or more, then apply filters.

Calls only

Call filters⌄

Call filters

These settings apply to calls only. Email counts are unaffected.

DirectionResultTimezone

Custom date range

Choose the first and last day to include.

FromTo

Auto-refresh · 60s

Relationship managers

Click a row to explore · click a column to sort

Below averageAt averageAbove averageDarker = farther from average

Individual RM

Relationship manager

Call details

Observed RM participations · durations unverified

Data freshness