Come get a closer look into diving into data on your clients, tasks, capacity, and time. We'll explore how you can quickly spot trends, set up alerts, schedule reports, drill down, utilize custom formulas, build dashboards, and make better, data-driven decision as a result.
In this webinar, you'll learn:
- How to utilize pre-built dashboards
- When to set up alerts and scheduled reports
- How to uncover unknowns in your firm