Reporting Tools and The Dashboard | Practice Ignition Help Center

Reporting Tools and The Dashboard

Get insights with Reporting tools and the Practice Ignition Dashboard

11 articles in this collection
Written by Clarenz Miralles, Nick Dainty, and Tom Maxwell

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 this week

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 this week

Services Panel

Written by Clarenz Miralles
Updated this week

Dashboard Frequently Asked Questions

Written by Clarenz Miralles
Updated over a week ago