Smarter, sharper, simpler: the new Elevation dashboard

Edited

At VouchedFor, we believe better insights lead to better outcomes - for firms, advisers, and, most importantly, clients. That’s why we’re upgrading Elevation, the performance dashboard built for advisers. 

Shaped by extensive user feedback, the new Elevation makes it easier to act on your client review data - whether you're coaching advisers, monitoring Consumer Duty compliance, or looking to grow through better client outcomes.


What’s new?

Clearer, more actionable insights

We’ve redesigned the dashboard for clarity. From a new date filter to improved visibility of client responses, it’s now easier to spot trends-and act on them. 

Simplified view of risk

Risk is one of Elevation’s core measures. We now show where risk exists, not just where it doesn’t. That means clearer priorities and less guesswork. 

Tangible growth metrics

Instead of tracking the “% of passionate advocates”, we now show the average number of client recommendations per review. It’s a more direct, outcome-focused way to measure organic growth. 

Smarter benchmarking

We’ve switched from averages to percentile ranking. So now you can see whether you’re in the top 10%, top 25%, or top 50%- giving you a clearer sense of how you compare, and where to improve. 

Personalised, practical guidance

Need help improving your scores? The new dashboard includes smart in-product suggestions based on what’s working well across the industry at firm, adviser, and client level.

Get in touch to explore how Elevation can support your goals or for more information about the coming updates.

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