Who has access to this feature?
Account owners on Scale (legacy)
Account owners on Grow
Insights admin
The reports dashboard in Jump gives firm owners and administrators a clear way to track how your advisors are using the platform and visualize your overall return on investment (ROI). With this feature, you’ll be able to:
Monitor user activity and engagement
Measure platform adoption and ROI
Understand the types of meetings your advisors are hosting
Quantify the hours saved through automated note-taking
Track CRM usage by seeing how many advisors sync notes and tasks
This guide will walk you through the different sections on the reports dashboard to help you better leverage these insights.
Accessing the reports dashboard
Sign in to Jump.
Click into Profile & settings > Reports.
Key insights on the dashboard
Usage report tab
To view the Usage report tab, navigate to the toggle on the right side of the dashboard and ensure Usage report is selected.
1. Adoption metrics and Jump activity over time.
One of the first metrics you’ll see is Adoption metrics. This metric gives you a quick, high-level understanding of core usage signals to show how often Jump is being adopted across your selected teams.
2. Meetings held and Meeting type
The reports dashboard will provide you with a detailed breakdown of the types of meetings your advisors are having as well as which weeks they are happening on. This can be particularly helpful for:
Identifying which meeting types are most popular
Understanding how frequently advisors are meeting with clients
3. Productivity metrics
Curious how much time your advisors are saving by using Jump or the trend of meeting length on average? The Productivity metrics section helps you see how much meeting output Jump generates once seats are active.
Find Time saved, Hours of meetings held, Meeting length compared to average, Meeting actions, and Follow-up emails sent quantified in this section.
4. CRM adoption
One of the biggest challenges firms face is making sure advisors log pertinent notes and tasks into their CRM. Jump’s seamless syncing features let you:
Take notes within Jump and automatically push them to your CRM
Track how many advisors are leveraging the CRM sync
Identify those who might need coaching to fully use the integration
In this section, you can track CRM usage, Notes synced to CRM, Total CRM syncs, Tasks synced to CRM, and Opportunities synced to CRM.
Usage table tab
To view the Usage table tab, navigate to the toggle on the right side of the dashboard and ensure Usage table is selected.
1. Accounts & Users
Here, you can see which accounts and users are using Jump most often. You can also sort by use case with the arrows on the top row.
Next steps
Encourage Adoption: If you see dips in sign-ins or few notes being added, share training resources with your team.
Leverage CRM Integrations: Remind your advisors to log notes in Jump and see them automatically pushed to your CRM.
Monitor ROI Continuously: Keep an eye on saved hours and meeting types. Over time, you may see trends and opportunities for improvement.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]