What's new on Summit

Financial Planning Software as a Service

Improvement
November 14, 2020

👀 Lead counts by channel

Leads generated through inbound organic or outbound sales channels now have their total lead counts by month appearing in the model output view, like so:

This does not (yet) include paid channels, but we hope this adds some clarity to the source of your revenue each month in the generated output. As always, we welcome your feedback.

We are ⚡by Beamer
We are ⚡by Beamer