Reporting Tools and The Dashboard

Get insights with Reporting tools and the Practice Ignition Dashboard

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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

Written by Ella Buan
Updated over a week ago

Filtering Proposals

Written by Ella Buan
Updated over a week ago

Proposal Tagging

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

The Dashboard - Business Intelligence For Your Practice

Dashboard Overview

Written by Ella Buan
Updated over a week ago

Dashboard: Revenue Panel

Written by Ella Buan
Updated over a week ago

Payments Panel

Written by Ella Buan
Updated this week

Pipeline 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