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Reporting Tools and The Dashboard

Reporting Tools and The Dashboard

Get insights with Reporting tools and the Practice Ignition Dashboard

Tom Maxwell avatar Nick Dainty avatar Jeff Borlaza avatar +1
12 articles in this collection
Written by Tom Maxwell, Nick Dainty, Jeff Borlaza and 1 other
Filtering, Tagging, And Exporting your PI Data

Client And Proposal Tagging

Ella Buan avatar
Written by Ella Buan
Updated this week

Filtering Proposals

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Written by Ella Buan
Updated this week

Proposal Tagging

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Written by Ella Buan
Updated this week

The Weekly Summary Email

View a preview of the weekly summary email, which arrives in your inbox every Monday morning
Tom Maxwell avatar
Written by Tom Maxwell
Updated this week
The Dashboard - Business Intelligence For Your Practice

Dashboard Overview

Ella Buan avatar
Written by Ella Buan
Updated this week

Revenue Panel

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Written by Ella Buan
Updated this week

Payments Panel

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Written by Ella Buan
Updated this week

Pipeline Panel

Tracking the number of proposals sent to and accepted by your clients
Nick Dainty avatar
Written by Nick Dainty
Updated this week

Clients Panel

Ella Buan avatar
Written by Ella Buan
Updated this week

Services Panel

Ella Buan avatar
Written by Ella Buan
Updated this week

Exporting your Services Revenue From The Dashboard

Export your services revenue data for your reporting needs
Jeff Borlaza avatar
Written by Jeff Borlaza
Updated this week

Dashboard Help

Ella Buan avatar
Written by Ella Buan
Updated this week