Getting ready for your first advisory meeting with a new tool can be a bit daunting, so we’ve put together this helpful checklist of how the pros do it with Malartu.
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For example, you’re reviewing how margins have trended over the last 12 months and there’s a particular area where the margins seem to dip. By meeting with your client in their account, you can easily adjust these block options to drill into that month, view by week or by day to see that something happened in a certain week.
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