VisibleChoice® has several management reports designed to monitor activity and performance. This includes summarizations of:

• Products recommended
  
• Products sold
  
• Individual Advisor sales
  
• Product specific criteria; such as geographic region and other demographic data
  
• Products excluded from recommendation

The reporting insight provided through VisibleChoice is invaluable in targeting training initiatives and identifying which manufacturer’ products are most competitive in certain selling situations.

VisibleChoice provides valuable audit trail data to provide insight within an organization on what products are being compared, evaluated and selected. VisibleChoice will also allow an advisor to notate why a particular product was eliminated or selected.