Wow #5 — Manage advisory across the firm
Team view.
Advisory is no longer trapped in one partner's head. See workload, reviews, and overdue items across the team.
Advisory team
| Member | Role | Clients | Reviews / wk | Overdue | Workload |
|---|---|---|---|---|---|
| M. Alvarez | Partner | 9 | 3 | 0 | 78% |
| J. Okafor | Partner | 7 | 2 | 1 | 84% |
| S. Whitfield | Partner | 8 | 4 | 0 | 71% |
| T. Nguyen | Manager | 11 | 4 | 1 | 88% |
| R. Patel | Manager | 9 | 3 | 0 | 74% |
| K. Ito | Manager | 7 | 2 | 0 | 62% |