Sub-Account Dashboards and Reporting Enhancement

Sub-Account Dashboards & Reporting: Instant Dashboard Insights

👀 What’s New?

We're excited to introduce a game-changing update that enhances your reporting capabilities. You can now add relevant dashboard widgets directly from key pages such as Opportunities, Appointment Reports, and Call Reports without leaving the page. This integration allows you to maintain focus on your current tasks while enhancing your analytical insights effortlessly.

👷 How It Works

Here's a quick guide to getting started with this new feature:

1. Navigate to any supported page like Opportunities or Call Reports.
2. Click the Dashboard Insights icon visible on the page.
3. Select the dashboard where you want to add widgets.
4. Choose and confirm the widgets to be added.
5. Click Confirm & Add — and you’re set!
6. You can choose to stay on your current page or move to the dashboard to view your newly added insights.

⭐ Why it Matters

This new feature eliminates the need to switch back and forth between pages to build insightful dashboards. It streamlines your workflow by bringing dashboard customization into the natural flow of your daily tasks. Now, you can track performance metrics with context and make data-driven decisions without disrupting your routine.

🔜 Coming Soon

Our team is actively working on expanding this functionality to more areas throughout the platform, ensuring you have ubiquitous access to powerful analytics anywhere you need them.

Take advantage of this enhancement to empower your decision-making with seamless access to insights right where the action happens. Ready to optimize your workflow further? Explore our Done For You Services or request a personalized Demo to see how these updates can fit into your strategy.

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