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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 over a week ago

Filtering your proposals

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Written by Ella Buan
Updated over a week ago

Best Practice: Proposal Tagging

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
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

Dashboard: Exporting your Services Revenue

Export your services revenue data for your reporting needs
Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

Dashboard Frequently Asked Questions

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