BQ · ADVISOR PERFORMANCE DESK · © chetan uppal

Advisor Ratings & Revenue

Tracks target vs. revenue achievement and A/B/C tier by advisor, office, zone and QA. Drop in a new weekly export to refresh — no manual rebuilding.
MTD = Month to Date — full-month totals, used as the checkpoint for Cat-C improvement.
Loaded: initial dataset

Tier distribution

Selected period, filtered set
A — at/above target B — near target C — below target

Achievement % by group

Selected period, filtered set

Revenue vs. target trend

Weekly periods, filtered set, summed

Advisor detail

■ red edge = Cat C in prior period
Periods on file: —
Automated refresh: click "Load new export" and select next period's .xlsx in the same format (Status / DOJ / Days / Aging / office_id / Office / Zone / Location / Trainer / admin_login, followed by Target / Revenue / Ach% / Cat blocks per period). New period columns are detected automatically and added to the ticker above — nothing needs to be rebuilt by hand.