eScoreBoard provides the right mix of timesaving features and easy-to-use design to meet your needs. Here are some of the highlights:

• Reports summarized instantly by Week/Month/Quarter/Year
• Skill ratios help users identify both efficiency, effectiveness and areas for improvement
• Roll-up capability gives access to managers and mentors for coaching.
• Customizable, Available 24/7, and perfect for satellite offices.
• Visual line and bar graphs help you identify trends... and more!

eScoreBoard empowers you to manage your business like a business.

Whether you are new to the financial industry or a seasoned pro, eScoreBoard focuses you and your team on new business or simply revising your business strategy, the step-by-step guides and resources will make the planning process simple and easy.

eScoreBoard compliments individuals and organizations with all levels of need.

• Individuals - to help you run your business like a business
• Firm Level
• Enterprise Level

eScoreBoard is the only multi-tiered, online activity management reporting & scorekeeping system on the market. It provides a well-focused, detailed picture of sales activity and performance throughout all levels of an organization.

eScoreBoard is divided into 4 color-coded sections: Reports, Goals, Activity, and Administration, allowing users to quickly submit daily or weekly activities, set goals, review reports from any given timeframe or manage the system.

Online login screen is easy to access and use 24/7, from anywhere in the world! Create unlimited Schedule Reports, Goal Profiles, and Groups with numerous options for customized goal-setting and monitoring

Fully customizable to integrate seamlessly with your culture and needs. Numerous options for customization include:

• Titles and hierarchies
• Activities tracked
• Definitions and help documents

• User guides and training materials
• Custom reports tailored to your needs

Advanced Reporting Capabilities provide dynamic analysis of efficiency, effectiveness, trends, and opportunities for improvement. With all versions of eScoreBoard, you receive a full-array of reporting features, including:

• Setting My Favorite Reports for quick review of the reports that most benefit your managing style
• Report Scheduling
• Ability to instantly mail any reports with notes
• Advanced filtering capabilities

• Projection Reports
• Comparison Reports
• Line & Bar Graphs
• Ability to export reports as PDF or Excel files
• Grouping Function

Basic FS Version

Basic Manager Version

We've come a long, long way since the pre-internet days, when weekly data was keyed in via a telephone keypad and results faxed back.

eScoreBoard utilizes only the most advanced web technology available including Microsoft's .NET Framework, VB.NET and Secure 128-bit SSL encryption (SSL) when presenting information to the user, while using SQL Server on the back-end to store and protect the information.

Since eScoreBoard is web based, it is accessible securely from anywhere in the world 24/7 via the Internet, which makes it cost effective... companies do not have to invest in a multi-million dollar infrastructure. Since activities produce results and keeping score drives results, expenses can be quickly recouped. The return on investment can be measured in both financial gains to producers as well as time/cost savings to support staff.

Whether you are a producer looking for an edge, or a manager looking to enhance the impact of your coaching, eScoreBoard not only helps you build a client base... it can inspire you to establish good work habits and Succeed on Purpose!