Motivation Report

FindBob's 'Motivation Report' area will provide details on your users based on the specified motivation. It is available in the 'Reports' > 'Effectivity Reports' menu item.

The page displays summary data by user motivation, and two visualizations, followed by a table. You can switch between motivations by selecting it in the 'Motivation' drop-down menu.

Summary Data: This high-level information summarizes some key data points on the filtered set of users including average age, duration with the company, total and average AUM, gross production, DCF valuation and total number of meeting rooms.

Transition Goals Pie Chart: Each slice of the pie represents the transition goal combinations selected by each of the filtered users.

Motivation by State Bar Chart: Each bar represents the total number of filtered users within each state.

NOTE: The default motivation is set to "Succession". To change the motivation or narrow the result set you can filter for transition goals, branch, division, region,

Table: Each row shows you each of the unique users that fit the criteria provided by the filters. In addition to firmographic information such as branch, division, region, AUM, gross production and valuation, the table also provides information on the Meeting Rooms that the user is participating in.

The Meeting Room columns represent each stage in the Meeting Room process and the values will be the other users participating in that stage.

Lastly, catastrophic planning information is provided that indicates what their current preference is, if they have an approved plan or not, and who their currently filed catastrophic partner is.

Download Report PDF: You can download the entire report including a summary, visualizations and table by clicking on the download button next to the filters.

Download Table PDF: You can download the PDF for the table by clicking on the download button that is in the top right-hand corner of the table.