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Reporting Tools and The Dashboard

Reporting Tools and The Dashboard

Get insights with Reporting tools and the Ignition Dashboard

13 articles
Pat Kuo avatarElla Buan avatarNick Dainty avatar+2
Written by Pat Kuo, Ella Buan, Nick Dainty and 2 others

The Pipeline Tab

Gain greater visibility of your proposals across all clients with our new centralized pipeline views.
Pat Kuo avatar
Written by Pat Kuo. Updated over a week ago

Filtering in the Pipeline Tab

Take control of your Pipeline views with ‘More Filters’!
Pat Kuo avatar
Written by Pat Kuo. Updated over a week ago

Exporting your Pipeline results

Export your current Pipeline view for deeper reporting and analysis!
Pat Kuo avatar
Written by Pat Kuo. Updated over a week ago

The Dashboard - Business Intelligence For Your Practice

9 articles
Ella Buan avatarNick Dainty avatarJeff Borlaza avatar+1
Written by Ella Buan, Nick Dainty, Jeff Borlaza and 1 other

Client & Proposal Tagging

1 article
Ella Buan avatar
Written by Ella Buan
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