Hubly

Insight Dashboards provide valuable data, allowing you to make informed and strategic decisions to drive your firm’s success.

The Value Insight Dashboards can Bring to Your Firm

Use the Forms Report to take actionable next steps with your data, like tracking your sales opportunity conversion rates

Data from Insight Dashboards can be inspected in detail, allowing you to dig into the details of the work done in your hub.

Any Insight Dashboard report can be downloaded, allowing you to share data with others, prepare for a meeting, or import to another system.

Insight Dashboard data can be scheduled for delivery via email, allowing anyone on your team to receive regular updates on your hub.

Alerts can notify you when a condition is met in your Insight Dashboard data; they can be a trigger to take action or investigate further.

Filtering Insight Dashboards allows you to focus in on the data you need to see.

Admin users can control which users in your hub have access to Insight Dashboards.

Hubly’s Workflow Sharing feature allows you to share your firm’s best-practice workflows and processes with colleagues, peers, and friends.

The Next Workflow Not Started dashboard helps your team ensure that clients don’t get stuck at any point in a process.

The Important Client Dates dashboard allows you to keep track of the important events taking place in your clients' lives.

The Streams & Tags dashboards present data for groups of clients who share one of these attributes.

The Client Meeting dashboards help you and your firm understand which clients need to be contacted, and what times of year are the busiest.

The Client Activity Overview dashboard helps you and your team stay up-to-date on work carried out for your clients.

The User Task Activity and Task View dashboards give you a detailed look at the work being done in your hub.

Use the Client Workflows dashboards to gain insights into how your firm is performing.

The Weekly Activity Summary dashboard allows you to see what work is pending or in progress for the current week.