Vantage is delivered as a monthly subscription web application. Here is everything included for each business manager and their staff.
Upload your daily reports in PDF and Vantage extracts every figure automatically. There is no manual data entry and no spreadsheet copying. Every upload is stored, and re-uploading a day's report replaces that day's data.
Month to date KPIs, trends and charts for every business in your portfolio, updated as soon as a report is processed. Built to load quickly on mobile phones.
Assign businesses to field staff one at a time or in bulk, rebalance portfolios evenly, unassign and reassign when staff change, and compare each staff member's results side by side.
Field staff log calls and visits from their phones. Managers see which businesses were reached, when, and the outcome, so follow-up never falls through the cracks.
Each morning, a summary of the previous day's calls, field visits and a per staff performance table, ready for your team check-in.
Email alerts when the day's report has not been uploaded by 5pm, and subscription reminders during your grace period so access is never interrupted unexpectedly.
Vantage is built for business managers and sub managers who oversee businesses and a team of field staff, and who receive daily performance reports from their bank or fintech partner.
Vantage runs in any modern web browser on phone, tablet or computer. No installation is needed. Managers, sub managers and staff each have their own login with access limited to their role.
Talk to us about setting up Vantage for your portfolio.