The dashboard that you see when you log into the People Engagement Platform (PEP) puts your groups, people, and important metrics at your fingertips.

When you are in the other parts of the PEP you can return to the dashboard by clicking on the Wallet1000 logo in the upper left.

People Metrics

The two metrics that are highlighted on the dashboard page are People Engagement and Retirement Readiness.

People Engagement

People Engagement defaults to measuring the last 90 days.

The engagement rate is larger over longer time periods (e.g. annual engagement rate will be larger than quarterly engagement rate).

Retirement Readiness

Retirement Readiness is the percentage of people projected to meet their retirement income goal. This metric uses the “age-based” method of projecting returns.

Tasks Completed

With next steps (and the automated regular email reminders) being an important part in encouraging people to take action, the completion of next steps by your people is shown on the PEP dashboard.

You can click on the “tasks completed (week)” link to view a report which shows the people who have completed some of their assigned next steps as well as see which particular tasks they completed. Some advisors use this report to send quick emails to people to congratulate them on making progress.

Groups

You can easily select a group to view its profile here.

People

This links to the last five person profiles you have viewed so that you can easily access the profile of a person that you have been helping recently.