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Reporting Tools and The Dashboard
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