The Reports Dashboard in Jump gives firm owners and administrators a clear way to track how your advisors are using the platform and to 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.
*The reports dashboard is only available to account owners on the Scale Plan
Accessing the Reports Dashboard
Sign in to Jump.
Navigate to the “Reports” tab in the main menu.
If you’re an account owner and on the Scale plan, the Reports Dashboard will be available for you to view.
Key Insights on the Dashboard
1. Tracking User Sign-Ins & Activity
One of the first metrics you’ll see is the “User Sign-Ins.” This metric gives you a quick, high-level understanding of user engagement. You can also check the user chart at the bottom to see what actions user's are completing after meetings and take note of any inactive Jump users who may need some encouragement/support.
2. Meeting Types
The reports dashboard will provide you with a detailed breakdown of the types of meetings your advisors are having. This can be particularly helpful for:
Identifying which meeting types are most popular
Understanding how frequently advisors are meeting with clients
3. Hours Saved
Curious how much time your advisors are saving by using Jump? We calculate total hours saved by applying a conservative estimate of 30 minutes per meeting (based on customer surveys) to the number of meetings logged. This metric provides a tangible way to measure the efficiency gains your firm gets from auto-logging meetings and having tasks sync to your CRM.
4. Syncing Notes and Tasks to CRM
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
Seeing how many people are syncing notes and tasks, helps your organization to ensure the CRM is fully adopted across your firm.
5. Measuring ROI
With insights like user sign-ins, meeting volumes, and hours saved, you can quickly calculate the productivity gains and overall business benefits. You’ll also be able to see how well Jump is supporting your broader technology investments.
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.
