Firm Dashboard Overview

The Admin Dashboard is your headquarters for high-level compliance and activity information. Head to Admin > Overview from the left navigation menu for a tour!

Firm Compliance Tracker

Here you will see an overview of your firm's compliance as well as the breakdown of your employees' compliance.

• Click on each segment of the pie chart to view employees with the respective compliance status: At Risk, Behind Benchmark, or Exceeding Benchmark
• Want more information on how we calculate compliance status? Click the question mark!

This page is also where you can view Upcoming Renewal Deadlines based on each status level. Click on the employee's name to review details on an individual level.