Portfolio Analysis
Interactive Sample
Portfolio Analysis
See how this interactive portfolio analysis report allows customers to drill-down, sort, and filter their data in real time. PDF can be generated at any time.
About this Example
This sample shows a live interactive communication created and delivered using the MHC’s CCM software. It is designed to show how users can get more engaged with your organization and extract more information from these types of modern communications, when compared to traditional PDF documents.
How to Use
- Click the different tabs to see different aspects related to sales.
- Click the Stage or Lead Source lists to apply filters.
- At any point you can still get a traditional PDF document by clicking the PDF icon in the top-right corner.
