Firm Dashboard - What would you like to see?
11
votes
We would love to collect your suggestion on what data you would like to see in a firm dashboard.
We have come up with a concept that would allow you to share tiles and dashboards. An example would be if you had a dashboard with time, invoices, and payments it could represent the A/R of the firm and then shared with the partners of the firm.
Comments: 2
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27 Jan, '22
Moderator Admin"client dashboard" (suggested by leah n kliger on 2020-03-02), including upvotes (4) and comments (0), was merged into this suggestion.
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27 Jan, '22
Moderator Admin"Add buget graph to dashboard" (suggested by Nicole on 2018-08-22), including upvotes (2) and comments (0), was merged into this suggestion.