August 2023 - Interactive Benchmarking Dashboard

Happy August!  This month we continue to roll with the new releases including a big one, our real time interactive benchmarking dashboard!

The Benchmarking Dashboard

This brings the power the CloudAdvisors benchmarking data off the reports and into an interactive digital experience.  The first version of the dashboard features four filters: National, Industry, Region and Group Size.  Hovering over each will show the current sample size.  The filters are set automatically based on group's profile.

The dashboard features categories from Premium Splitting, Retirement and all across the Benefits Plan.

New categories and new benchmarks that don't appear on any of the reports will be added here as well such as the “Mental Health” category which shows benchmarking by psychologist vs all paramedical practitioners.

The benchmarking is calculated live so each and every time you reference the dashboard you're looking at the latest information for your client or prospect.

In addition to the dashboard and other minor updates here's the rest of the release for August:

- an “Explore Benchmarking” button added to the Plan Evaluation that links the insight to the specific category of related benchmarking

- the “Premium Splitting” dashboard is now a category in the benchmarking dashboard

- A new “Share” button has been added to make it easy and convenient to share the benchmarking dashboard or export the desired page.