Executive Dashboard
Unleash the power of your data with our Executive Dashboard tool.
Get instant insights into critical business metrics and KPIs.
No more wading through endless spreadsheets. Drill down into the details when you need to— your data, your story, at your fingertips.
Ever wondered where to focus your team's efforts? Our Client Summary tool provides the answer. See all your clients ranked by your chosen KPIs in one clear view.
Make data-driven decisions about time allocation and resource management.
Client Summary
The team member summary board shows your team's performance based on predetermined KPIs.
Want to filter by dates or clients? No problem.
Filter your data in seconds not hours.
Team Member Summary
Uncover your team’s top performers with our interactive heatmap. The darker the blue, the greater their impact on client success. Easily identify key contributors and optimize team allocation based on performance data.