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.