Futrli Ideas Portal

Percentage Progress Tracker (Actuals against Budget)

This is already available in Advisor. It helps clients track their actuals progress against their budget goals.

Progress _.png

Guest
Apr 27 2023
One for the future

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Guest commented

24 Mar 16:29

Agree, this is very important.

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Guest commented

April 27, 2023 04:56

Love this, my clients would too.

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