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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
Learn about your unique dashboard which provides unique business insights to help you build an efficient and profitable business!
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