Insight Dashboards
16 articles
- Insight Dashboards: Forms ReportUse the Forms Report to take actionable next steps with your data, like tracking your sales opportunity conversion rates
- The Value Insight Dashboards can Bring to Your FirmInsight Dashboards provide valuable data, allowing you to make informed and strategic decisions to drive your firm’s success.
- Insight Dashboards: Important Client DatesThe Important Client Dates dashboard allows you to keep track of the important events taking place in your clients' lives.
- Insight Dashboards: Weekly Activity SummaryThe Weekly Activity Summary dashboard allows you to see what work is pending or in progress for the current week.
- Insight Dashboards: Next Workflow Not StartedThe Next Workflow Not Started dashboard helps your team ensure that clients don’t get stuck at any point in a process.
- Insight Dashboards: Streams & TagsThe Streams & Tags dashboards present data for groups of clients who share one of these attributes.
- Insight Dashboards: Client MeetingsThe Client Meeting dashboards help you and your firm understand which clients need to be contacted, and what times of year are the busiest.
- Insight Dashboards: TasksThe User Task Activity and Task View dashboards give you a detailed look at the work being done in your hub.
- Insight Dashboards: Client WorkflowsUse the Client Workflows dashboards to gain insights into how your firm is performing.
- How to Share Workflows and Processes In HublyHubly’s Workflow Sharing feature allows you to share your firm’s best-practice workflows and processes with colleagues, peers, and friends.
- How to Enable Insight Dashboards for Users in Your HubAdmin users can control which users in your hub have access to Insight Dashboards.
- Drilling Down in Insight DashboardsData from Insight Dashboards can be inspected in detail, allowing you to dig into the details of the work done in your hub.
- How to Download Insight Dashboards DataAny Insight Dashboard report can be downloaded, allowing you to share data with others, prepare for a meeting, or import to another system.
- How to Schedule Insight Dashboard DeliveriesInsight Dashboard data can be scheduled for delivery via email, allowing anyone on your team to receive regular updates on your hub.
- How to Set up AlertsAlerts can notify you when a condition is met in your Insight Dashboard data; they can be a trigger to take action or investigate further.
- How to Filter Insight DashboardsFiltering Insight Dashboards allows you to focus in on the data you need to see.