Group 65Go to Practice Ignition
All Collections
Reporting Tools and The Dashboard

Reporting Tools and The Dashboard

Get insights with Reporting tools and the Practice Ignition Dashboard

Ella Buan avatar Nick Dainty avatar Tom Maxwell avatar +1
12 articles in this collection
Written by Ella Buan, Nick Dainty, Tom Maxwell 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

Ella Buan avatar
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