Growth

Growth shows our relationships with other organizations: who our best friends are, who is fast becoming one or going quiet, where they work, and how they connect to our clients. It counts organizations, never people: the people we know at an organization are on its own page. A count under five reads Fewer than five, never a number.

In the left menu, under Performance, select Growth. The group shows only when you may open Growth.

The line under the title says when the numbers were read. The screen has five sections, from the top.

Our best friends ranks the organizations by the engagements they shared with us in the last 24 months, in every role: our client, a law firm, a title company, a lender, a broker, another party role, or the organization that brought us the work. The role buttons above it list only the organizations that held that role.

What we can move holds the four measures business development can move, drawn as on Department health: the value, what it counts over, the period before, and who moves it and how.

How they connect lists each hub of the last 12 months. Select one: the picture draws it among the clients whose engagements it sat on, and the list beside it names them. Where shades each state by the properties added in the last 24 months, then reads our largest clients' work outside Florida. Results holds the two results.

• List the organizations of one role: select the role above Our best friends.
• Open an organization's Insights tab: select the circle beside its name. Its ‹ Growth link brings you back.
• Open a measure's page: select its name. Select a row of its breakdown to list only that row's organizations or properties.
• Draw another hub: select it under How they connect.
• Read a measure's period and which way is better: select the question mark beside its name.

• The people who may open Department health open Growth: a company administrator, the executive observer, an executive (the CEO or an Executive on the Staff List) and a department manager.
• Anyone else sees no Performance group. A link to the page is refused with “Your staff role does not include this action.”

The numbers are the company's: everyone who opens Growth reads the same ones. See Who can see and do what.

• The numbers are read when you open the page. Open it again for new numbers.
• Each organization record counts on its own. Two records for one organization count apart, so its history is split between them until they are merged.
• A deleted engagement, property or organization is never counted.
• No money is shown here. Fees by sector and place wait for the QuickBooks connection.
• Once WarpCore records who owns each relationship, Our best friends adds an Owner column. It records none today, so the column does not show.