How to Turn Dashboard Insights into Meaningful Client Action

 Wondering how to move beyond clicking through the Fathom Goalseek screen to guiding your client to results?

 The Strategies to Actions Spreadsheet is a tool I created to show you exactly how to turn a troubling metric on the dashboard into a focused advisory conversation. It gives you practical, business-driven steps that you can discuss with your client, so you’re not just reporting numbers — you’re helping them change them.