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