Streamline Your Workflow with Real-Time Dashboard Insights

Exciting news for small business owners! We’re introducing a fantastic new feature that enhances how you track and visualize your important metrics right where you need them. Say goodbye to constantly switching between pages and hello to streamlined insights!

📌 Why This Matters

Keeping track of your business performance is crucial. This new feature allows you to visualize your data in real-time, right from the key pages you work on daily. By integrating dashboard widgets into your workflow, you can make data-driven decisions without the hassle of navigating away from your current tasks.

✨ What’s New

• Dashboard Insights: Access customizable dashboard widgets directly from key pages like Opportunities, Appointment Reports, and Call Reports.
• Seamless Integration: Instantly add the insights you need without leaving your current workflow, making tracking performance easier than ever.

🛠️ How to Use It

1. Step 1: While on a supported page, click the Dashboard Insights icon.
2. Step 2: Select the dashboard where you wish to add your widgets.
3. Step 3: Choose the widgets you’d like to add.
4. Step 4: Click Confirm & Add, and you’re all set!
5. Step 5: Either continue on your current page or switch over to your dashboard for your new insights!

💡 Pro Tip

Utilize this feature to keep your team informed on key metrics, enhancing collaboration and decision-making in your business!