In Hubly, the Client Workflows dashboards:

The Client Workflows dashboards show you the status of current work in progress, as well as how your firm is performing when it comes to completing work. This data can be used to develop KPIs to track whether your firm is ahead of the game — or lagging — when it comes to servicing your clients. There are 3 Dashboards to help your firm dive into the data around Client Workflows:

This dashboard is best used to summarize the total number of Active Workflows, as well as a breakdown of how long those Active Workflows have been open. Of your Active Workflows, Hubly breaks down how long they have been open into 3 categories:

If you click on any of the numbers in each section, a screen will appear that drills down into the specific workflows that fall into that category:

Below these values is a list view of all Active Workflows. Like all Insight Dashboards, you can filter this list by certain parameters, such as client name, or Workflow Template. Filtering by client Beatrice Amrbose, for example, will show you that one Workflow has been open for 325 days!

Using the rightmost two columns, (Task Completed and Tasks Incomplete) you can see that the 325-day old Workflow has 9 tasks completed, and 0 tasks incomplete:

So, what gives? Well, this may be an indicator that while all tasks in that Workflow are complete, a teammate did not actually mark the Workflow complete. You can click on the name of the Workflow in the Workflow Name column to show a link that will take you to that specific Client Workflow in a new tab:

Upon realizing this Workflow should be marked complete in the client card, you can mark it complete. This Workflow has now been completed, and it will no longer show up under “Workflows Over 60 Days Old”. This is just one way Insight Dashboards is helping your firm acquire accurate data to support your business.

The Client Workflow Completion History dashboard displays a visualization of Workflows completed by process, which you can drill down into by clicking any section of the pie chart. It also includes 4 summary statistics: Completed Workflows, Archived Workflows, average days to complete Workflows, and median days to complete Workflows:

This dashboard is a great for visualizing KPI data for your firm. For example, if you know you’d like your median days to complete Workflows to be under 3 weeks, you can easily see if you’re trending in the right direction by clicking on the Median Days to Complete Workflows value:

From there, sort the list by most recent completed time, and review the “days completion time” column:

You can even combine this Dashboard with our “Alerts” feature. Select the bell icon in the top-right corner of the “Median Days to Complete Workflows” box. From there, you can name your Alert, and set it up so that, say, if Median Days to Complete Workflows is greater than 21 (3 weeks) you’ll receive an email:

Based on the frequency you set for this alert (e.g. daily at 5 am) Hubly will check to make sure this number is not greater than 21 days. If it is, you'll receive an email to the account you entered into the modal:

This is an effective tool to help your business understand if it is meeting its goals when it comes to client servicing.

The All Client Workflows dashboard shows, in a list view, all Client Workflows associated with your firm, including incomplete, complete, and archived Workflows. This large swath of data is a great place to start when you want to see absolutely everything related to Client Workflows, and then drill down further:

For example, you can filter this list by complete, incomplete, and archived Workflows to drill down further. You can also download and export this data to analyze further. Finally, you can sort the list by the tasks complete or tasks incomplete columns to further spot any discrepancies in client servicing.

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