Custom Metrics on the Dashboard

Custom Metrics on the Dashboard

Published on: 22/08/2025

Your dashboard is an excellent tool for providing valuable insights into your business. However, if you have specific data you want to see reflected in the dashboard, you can use this new feature to add custom metrics. Let’s check out how.

System Updates
Pipeline Specific Insights for General Opportunity Widgets

Pipeline Specific Insights for General Opportunity Widgets

Published on: 13/08/2025

Your dashboard helps you keep track of your business development. However, using that information can be confusing if not properly segmented. So, we’re glad to announce that you can separate insights for Opportunity Widgets into their respective pipeline. Let's give it a look!

System Updates
Reschedule Filter for Appointments

Reschedule Filter for Appointments

Published on: 19/05/2025

Keeping track of your appointments and their results can give you helpful insights into your business’s health. So, we’ve added a new filter that will help you keep track of rescheduled appointments and make it easier for you to manage related charges, find patterns, or fix issues that might be causing them.

System Updates
Quick Filters on the Dashboard

Quick Filters on the Dashboard

Published on: 25/03/2025

The dashboard relays information of your choosing at a glance, helping you quickly asses the health and progress of your business. Quick Filters will make it more efficient, allowing you to apply personalization while protecting dashboard integrity.

System Updates

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