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Reporting Tools and The Dashboard
Reporting Tools and The Dashboard
Get insights with Reporting tools and the Practice Ignition Dashboard
11 articles in this collection
Written by
Clarenz Miralles,
Tom Maxwell,
and
Nick Dainty
Filtering, Tagging, And Exporting your PI Data
Client and Proposal Tagging
Written by
Clarenz Miralles
Updated over a week ago
Filtering your proposals
Written by
Clarenz Miralles
Updated over a week ago
Best Practice: Proposal Tagging
Written by
Clarenz Miralles
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
Clarenz Miralles
Updated over a week ago
Revenue Panel
Written by
Clarenz Miralles
Updated over a week ago
Payments Panel
Written by
Clarenz Miralles
Updated over a week ago
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
Clarenz Miralles
Updated over a week ago
Services Panel
Written by
Clarenz Miralles
Updated over a week ago
Dashboard Frequently Asked Questions
Written by
Clarenz Miralles
Updated over a week ago