Management Tool
For the first time you have the ability to unify all your operations in one software. Our Management tool will help you better manage your portfolio and become more efficient.
Key Pillars:
Portfolio View
To Do
Task Management
Unification brings efficiency! Efficiency brings results!
What we achieved is to bring all your management practices and tools in one place!
You will no longer need to relai on multiple softwares for reminders, task distribution, portfolio monitoring and so on. Everything will be dynamic and visible in an easy to operate way. Stay focused and updated about your partners with Reportbook!
To Do
Task Management System
Portfolio view with valuable KPI's
Reminders & Notifications
Due dates and notes
Interactive way of working
Automatic Statuses and Assigning
Yet another game changer from Reportbook
No double work to keep track
Since we unified all the management tools needed for your portfolio management in our system, you no longer need to update Excel, Monday, Kanban and your Affiliate Platform for a one single change. You can now work only in your Affiliate Platform – Reportbook and there is no need to switch between multiple softwares.
Interactions
Create tasks from every page across the app for your team. Be able to assign people to the tasks as well as to comment and communicate under the task development. Tasks may further be categorised by the system in case they meet specific criterias.
Portfolio Management Board
Have everything needed regarding your portfolio in one view with conversions, FTD’s performance and many more revenue KPI’s. Being able to see everything in one place will give you enough flexibility to further take actions. You can further use the board to upload affiliate statuses as well as to create tasks directly from it.
Automations
Automatically tag affiliates based on criterias. Update affiliate statuses by the system. Keep yourself posted and up to date by the notification center of the platform.