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Reporting Tools and The Dashboard

Reporting Tools and The Dashboard

Get insights with Reporting tools and the Ignition Dashboard

Tom Maxwell avatar Nick Dainty avatar Jeff Borlaza avatar +1
10 articles in this collection
Written by Tom Maxwell, Nick Dainty, Jeff Borlaza and 1 other
Client & Proposal Tagging

Client and Proposal Tagging

Learn how to use tags to categorize your clients and proposals!
Ella Buan avatar
Written by Ella Buan
Updated over a week ago
The Dashboard - Business Intelligence For Your Practice

Dashboard Overview

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Revenue Panel

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Payments Panel

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Pipeline Panel

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

Clients Panel

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Services Panel

Ella Buan avatar
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
Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

Dashboard Help

Ella Buan avatar
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
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago