In Hubly, Insight Dashboards allow your financial advisory team to:
Make data driven decisions that directly impact how you run your business and service your clients
Spot bottlenecks in processes to improve efficiencies and streamline operations
Visually track client meetings for an instant overview of who you've contacted this year, and who you still need to reach out to.
Track activity to improve your client service and forecasting
Insight Dashboards empower your firm with real-time data and comprehensive analyses of key performance metrics. With customization and seamless share-ability among your team, you can effortlessly track client growth, team capacity, and see where processes might be breaking down or taking too long.
Who will benefit from this product?
Insight Dashboards are especially valuable for larger firms, who will benefit from viewing the data they generate in Hubly in an easy-to-visualize manner. This visualization tool will help make informed decisions across the team, and achieve firm goals with confidence.
Enabling Insight Dashboards
To enable Insight Dashboards, you must be an Admin in your Hub. Click your name in the top right corner of your Hub, then click “Settings”. From there, click the ellipses (three dots) next to a user’s name in the Users table, and then click “Enable Insights”. This will turn on Insight Dashboards for this user:
To access Insight Dashboards, click “Insights” in the top right corner of your main Hub screen.. From there, select one of the many Dashboards Hubly has launched to view actionable data generated by your firm:
Need A Hand?
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋♂️
Not a Hubly user?
We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!