Consolidated Portals Across Multiple Clients
Monitor several client accounts from a single consolidated view.
Monitoring Critical Activities Across Accounts
Identify overdue tasks, upcoming deadlines and blocked activities across several client accounts.
Asking Questions About Client Projects and Tasks
Get a consolidated view of progress, responsibilities, deadlines and outstanding work for a client.
Analyzing Client Profitability
Compare income against costs to see margins, and the most and least profitable projects.
Tracking Pending Proposals and Approvals
Find proposals awaiting approval, who is holding them up, and for how long.
Finding the Best Dashboard for Account Allocation
Identify the most suitable dashboard for monitoring resource allocation across client accounts.