Reporting Tools and The Dashboard

Get insights with Reporting tools and the Ignition Dashboard

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13 articles in this collection
Written by Tom Maxwell, Nick Dainty, Jeff Borlaza and 2 others

The Pipeline Tab

Gain greater visibility of your proposals across all clients with our new centralized pipeline views.

Written by Pat Kuo
Updated over a week ago

Filtering in the Pipeline Tab

Take control of your Pipeline views with ‘More Filters’!

Written by Pat Kuo
Updated over a week ago

Exporting your Pipeline results

Export your current Pipeline view for deeper reporting and analysis!

Written by Pat Kuo
Updated over a week ago

Client & Proposal Tagging

Client and Proposal Tagging

Learn how to use tags to categorize your clients and proposals!

Written by Ella Buan
Updated over a week ago

The Dashboard - Business Intelligence For Your Practice

Dashboard Overview

Written by Ella Buan
Updated over a week ago

Revenue Panel

Written by Ella Buan
Updated over a week ago

Payments Panel

Written by Ella Buan
Updated over a week ago

Conversions Panel

Tracking the number of proposals sent to and accepted by your clients

Written by Nick Dainty
Updated over a week ago

Clients Panel

Written by Ella Buan
Updated over a week ago

Services Panel

Written by Ella Buan
Updated over a week ago

Exporting your Services Revenue From The Dashboard

Export your services revenue data for your reporting needs

Written by Jeff Borlaza
Updated over a week ago

Dashboard Help

Written by Ella Buan
Updated over a week ago

The Weekly Summary Email

View a preview of the weekly summary email, which arrives in your inbox every Monday morning

Written by Tom Maxwell
Updated over a week ago