{"id":267178,"date":"2025-06-01T14:55:10","date_gmt":"2025-06-01T14:55:10","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/how-to-present-data-and-findings-to-advisory-clients\/"},"modified":"2025-06-01T14:55:10","modified_gmt":"2025-06-01T14:55:10","slug":"how-to-present-data-and-findings-to-advisory-clients","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=267178","title":{"rendered":"How to present data and findings to advisory clients"},"content":{"rendered":"


\n
<\/p>\n

\n

Whether you hold in-person or digital meetings with your clients, you have options in how you present dashboards or reports. <\/p>\n

Everyone has their preference, but on Malartu you can:<\/p>\n

That last jab at printed reports is a joke, but here\u2019s the serious case for inviting your clients to their digital accounts and presenting data on-platform, instead of through printed reports:<\/p>\n

Answer questions on the fly<\/h2>\n

Editing blocks in Malartu was designed to be easy enough to answer questions that may arise during an advisory meeting on the fly. <\/p>\n

For example, you\u2019re reviewing how margins have trended over the last 12 months and there\u2019s a particular area where the margins seem to dip. By meeting with your client in their account, you can easily adjust these block options to drill into that month, view by week or by day to see that something happened in a certain week. <\/p>\n

What happened in their business that week? Is it going to happen again? How do we plan for that?<\/p>\n

These are the value-add insights you provide to your clients that make you a trusted advisor.<\/p>\n

Annotate boards for later<\/h2>\n

Text boxes within Malartu offer you the freedom and flexibility to write any narrative you choose into a dashboard to support the data. <\/p>\n

This is the crux of advisory work<\/strong>: translating your clients data into language they understand. Within text boxes, you have a few options for formatting, including adding videos – here\u2019s how you do that:<\/p>\n

Creating drop downs to measure subjective goals<\/strong><\/h3>\n

In addition to text boxes, drop downs can help you tell a story. First, here\u2019s how you create drop downs:<\/p>\n

At Malartu, we use drop downs to track strategic initiatives that may be a bit more subjective. For example, are we on track to complete development of a major module? To answer this, we create drop downs with the options: <\/p>\n