This project is a web application for Pinnacle Financial Services, a financial consultancy firm. The first feature, Client Management, allows consultants to collate client-related data and perform any client-related actions, like making
an appointment all on a single page. The next feature, Activity Tracker, tracks the completed actions of the consultants like appointments, etc. and calculating their overall performance, in the form of a points target and even
reminding them if they were yet to achieve in. All tracked data would be utilized on the next feature, Analytical Dashboard, where it is displayed, showing the performance of the consultant over a weekly, monthly, or yearly time
frame. The dashboard also includes a managerial version were the manager can view his or her team’s progress and performance over the specified time frame. The last feature is the Google Calendar integration, this is because
most of the consultants are already using it to track their appointments or meetings, hence the application integrates the Google calendar API, updating the user's calendar whenever an appointment or meeting is made. The overall
application, in the end, aims to help make the company’s business process much more convenient and improve its efficiency.