Webinars Live Training Series Best Practices for Dashboards & Reporting

Best Practices for Dashboards & Reporting

• Utilization Dashboard - How well is your team being utilized
• Profitability Dashboard - How much profit your team is generating
• Introducing the Planned vs. Actual Report (New)
• Project WIP Report
• Introducing the Missing Time Report (New)

Presenter: Mahlon Duke (Product Manager)
Host: Matty Sayer (Product Marketing Manager)

Client Portal | Customize & Configure | Intermediate

Client Portal | Customize & Configure |…

•  Customize the look of the Client Portal
•  Invite and…

Best Practices for Better Invoicing

Best Practices for Better Invoicing

• Customize Invoice Template styling and Custom Fields
• Show Work…

Survival to Recovery: Taking Control Again

Survival to Recovery: Taking Control Again

This has been a year where most businesses have been…

Best Practices for Scheduling & Resourcing

Best Practices for Scheduling & Resourcing

• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…

Best Practices for Email Capture & Requests

Best Practices for Email Capture & Requests

• Email Capture Rules and Integration Settings
• Request Inbox…

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