Ignition

Gain greater visibility of your proposals across all clients with this centralized view.

The Proposals Tab

Take control of your Proposals views with ‘More Filters’!

Filtering in the Proposals Tab

Export your current Proposals view for deeper reporting and analysis!

Exporting your Proposals results

Use the Deals Pipeline to manage everything from brand-new leads through to new offerings for existing clients.

Deals Pipeline

Pat Kuo

Nicole Baptiste

Nick Dainty

Get insights with Reporting tools and the Ignition Dashboard

Reporting Tools and The Dashboard

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

Dashboard Overview

Revenue Panel

Payments Panel

Tracking the number of proposals sent to and accepted by your clients

Conversions Panel

Clients Panel

Services Panel

Export your services revenue data for your reporting needs.

Exporting your services revenue from the dashboard

Dashboard Help

View a preview of the weekly summary email, which arrives in your inbox every Monday morning

The Weekly Summary Email

Tom Maxwell

Jeff Borlaza

The Dashboard - Business Intelligence For Your Practice

Learn how to use tags to categorize your clients!

Client Tagging

Beth Doble

Client & Proposal Tagging

Go to your account

Start a free trial

Find answers and get help from Intercom Support and Community Experts

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