PractiFI's analytics and reporting engine is hugely configurable and customisable. This gives you a consolidated view of all members, employers processes and revenue across the fund. By running your fund in PractiFI, you can lift your reporting out of separate systems and Excel sheets into a consolidated single view. All of this powerful functionality is available in the Analytics tab.
PractiFI analytics and reports are flexible, allowing you to focus on the metrics that are important to your fund. For example, whether you want to track the workload and output of your Member Services team, manage multiple rollover processes, or see the most recent member touchpoints, PractiFI analytics can be configured to expose the right information in ways that suit your fund.
In addition to powerful report generation, PractiFI analytics bridges the gap between reporting and management, permitting changes to be made to live data in the analytics module. Analytics and charts are updated in real time as changes to the data are made. This allows modeling, forecasting and sales meetings to occur directly in the system, eliminating double keying of information.