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Reporting Tools and The Dashboard
Reporting Tools and The Dashboard
Get insights with Reporting tools and the Ignition Dashboard
Pat Kuo avatarElla Buan avatarNick Dainty avatar
By Pat and 4 others5 authors13 articles
The Pipeline Tab
Filtering in the Pipeline Tab
Exporting your Pipeline results

The Dashboard - Business Intelligence For Your Practice


Dashboard Overview
Revenue Panel
Payments Panel
Conversions Panel
Clients Panel
Services Panel
Exporting your Services Revenue From The Dashboard
Dashboard Help
The Weekly Summary Email

Client & Proposal Tagging


Client Tagging
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