Our 3 Favorite Insight Dashboards!

Hubly's powerful Insight Dashboards functionality helps:

Easily track your contact with clients
Distribute work evenly across your team for optimal productivity
Spot process bottlenecks to improve efficiencies

While we've launched over a dozen Insight Dashboards,

below are 3 of our favorites

to help you kick off your journey in Insights Dashboards:

Weekly Activity Summary
Client Meetings Overview
Client Workflow Completion History

Weekly Activity Summary

This dashboard shows pending tasks, workflows, and meetings for the current week. It’s best used to see what work is pending or in progress for the current week. It also helps give visibility into overdue tasks or workflows that have been open for some time.

Client Meetings Overview

We love this Dashboard because it:

Helps your team forecast busy season so you can plan accordingly and grow your business
Is built with compliance in mind so you can speak to your clients when you need to

Client Workflow Completion History

The Client Workflow Completion History Dashboard:

Helps spot breakdowns in processes by displaying how long active Workflows have been open
Gives your firm KPIs to track, which can be powerful when coupled with alerts functionality

Try it out for yourself and don't forget to Like and Leave Your Feedback letting us know how we can continue to improve your experience in Hubly!