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Copy - Davy Usage Stats 2023
David Scholes
Created on February 14, 2024
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Transcript
Look at what you're not using
Who are the power users?
Analytics Users
+ INFO
Jan 2023 - Jan 2024
Your group created over 11,000 bits of output in 2023 with line charts being the most popular featre
Charting
Most Used Feature
Where are the acocunts being used?
You have 6 accounts being used by Davy Private clients, 1 account being used by ICubed and 2 accounts being used by Davy AM
Analytics Access
Usage Stats 2023
YouTube
YouTube
YouTube
XPlan
Risk Profile
CashCalc
Our ecosystem is so vast that there are features that you may not be aware of that could deliver a lot of value if you considered adopting them: Some features you might want to explore?
Features to Consider?
Different ways to extract value
- Integrations - you only imported 83 portfolios
- Risk Profiler - you didn't use our risk profiler
- CashCalc - you don't use our cashflow tool
An illustration of the amount of instruments your group used (funds) and the amount of actions undertaken (chart/portfolios/table etc)