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

Insight Dashboards: Forms Report

Louis Retief

Insight Dashboards

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

Drilling Down in Insight Dashboards

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

How to Download Insight Dashboards Data

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

How to Schedule Insight Dashboard Deliveries

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.

How to Set up Alerts

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

How to Filter Insight Dashboards

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

How to Enable Insight Dashboards for Users in Your Hub

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

How to Share Workflows and Processes In Hubly

How-To Guides

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

Insight Dashboards: Next Workflow Not Started

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

Insight Dashboards: Important Client Dates

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

Insight Dashboards: Streams & Tags

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

Insight Dashboards: Client Meetings

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

Insight Dashboards: Client Activity Overview

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

Insight Dashboards: Tasks

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

Insight Dashboards: Client Workflows

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

Insight Dashboards: Weekly Activity Summary

Specific Dashboards

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