Data within Insight Dashboards can be inspected in more detail, allowing you to take a closer look at the underlying Hubly data contributing to any aggregate figures you might see in your dashboard.

For example, clicking on the Active Workflows figure in the Weekly Activity Summary Dashboard will bring up a window with all workflows contributing to that figure:

Clicking on any client's name will open their Client Card in a new tab. Similarly, clicking on a workflow name will open up the relevant client workflow Client Card view in a new tab.

As another example, opening up the User Task Activity dashboard and looking at Tasks Completed - Users by Month will allow you to see an overview of tasks completed by various users per month. Hovering over any part of the chart will show the data behind it:

Clicking on part of the chart will bring up a context menu that allows drilling down into various sub-segments, such as tasks that user completed per week:

These sub-segments are then displayed in a window overlaid on the dashboard:

You may then choose to drill down even further, e.g. to inspect just the tasks completed on a particular date.

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.

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! 🙋‍♂️

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!