Discover a new pre-built dashboard in Insights, offering visualization and live data for performance tracking at granular levels. Easily customize and analyze profitability metrics, saving time and energy.
Use AI to Chart Business Insights
What's new: Within our custom reporting and dashboard tool (Insights), users can utilize natural language processing to...
What's new: Keep a pulse on your firm's health with live data, easy-to-read visualizations, and the ability to save and...