How to use Business Analytics for your MFD business
To see your whole book in Rabbit Invest, open Business from the sidebar. Switch between AUM, SIP, lumpsum, redemption and transfer views, and see your AUM trend month by month. Business also shows clients with no new money and paused or stopped SIPs, so you know who to call.
Steps
Open Business from the sidebar
Your whole book in one place.
Switch between AUM, SIP, lumpsum, redeem and transfers
Each view in one tap.
See your AUM trend month by month
Spot growth and dips early.
Spot clients with no new money
Know who to call next.
Track paused and stopped SIPs
Win back lost SIPs.
If something does not work
Where is commission?
Commission sits under Business too. See the guide on tracking your commission.
