Specific Dashboards
7 articles
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.