In Hubly, the Client Activity Overview dashboard:

The Client Activity Overview dashboard is a tool to help your team stay up-to-date on work carried out for your clients. This dashboard shows, for any or all clients, three key data points:

It also includes 2 important visualizations:

This visualization may be best used to highlight to a client the services you have provided to them over a certain period of time. For example, filtering the dashboard to a year to date time frame for a specific client will show you which Workflows you completed for that client:

Workflows in Progress displays, based on the filtering parameters, what percentage of tasks are complete and incomplete for a specific workflow. This is an especially useful visualization if you are trying to determine how far along you are in a specific process, or if a client needs a status update:

You could tell your client “your account opening is 100% complete, your IRA rollover is 75% complete, and your beneficiary updates are 45% complete”. Your clients may be more engaged when they receive progress reports with detailed data.

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.

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