Visualize Your Team’s Growth with the Equis Agent Dashboard
- Equis Financial
- 3 days ago
- 1 min read
Over the past two weeks on Friday's Equis Leaders’ Call, President & CEO Barry Clarkson has shared insightful visuals breaking down the hierarchies of some of Equis’ top managers. These diagrams show how each team member contributes to the overall percentage of their team — a clear illustration of balance, growth, and leadership development within a healthy organization.
The great news? You can view the same type of data for your own team using the Equis Agent Dashboard at myequisfinancial.com.
Here’s how:
Log in to your Agent Dashboard.
Go to “Reporting” in the sidebar.
Select “Promotions”.
Expand your team view to see the exact percentages that make up your organization.
This tool gives you a visual understanding of your team’s structure — helping you identify strengths, growth opportunities, and areas to focus your leadership efforts.
If you have any questions or need help navigating this feature, simply use the chat tool on your Agent Dashboard, and a member of the Equis Team will be happy to assist!
Empower your growth by understanding your team — the numbers tell a powerful story.