This article applies to: All Firm Users. Client User Dashboard info can be found here.
When a user logs in, the first thing they'll see is their Dashboard, a personalized overview of all in-progress engagements for all Client Companies.
The Dashboard is automatically populated with data when a user is assigned to an engagement. The Dashboard helps answer important questions such as: What is outstanding? Where should I focus my attention? And what do I need to do next to move my engagement(s) forward?
At the top of your Dashboard, you'll see two tabs and a multi or single-engagement view.
Portfolio Overview:
Here you will see an overview of all your in-progress engagements for all Client Companies.
Filter by: Engagement, Client, Type, or Status to create a Client Dashboard or an Engagement Dashboard. Depending on the number of engagements, users will see a:
A. Multi-Engagement view
The multi-engagement view or Dashboard is made up of three sections:
i. Request Status Overview
ii. My Engagements
iii. Requests Pending Completion
i. Request Status Overview
Visualize progress in this stacked bar chart colour-coded by request:
- Accepted (Green) - Requests that have been reviewed and accepted by a Firm User
- Submitted (Yellow) - Requests submitted by a Client User and awaiting firm's review
- Returned (Red) - Requests that have been sent back to the client for revision
- Outstanding (Blue) - Requests that have yet to be submitted by the client
NOTE: Metrics on the Dashboard include the number of restricted requests so everyone can see an accurate snapshot of the engagement's status.
ii. My Engagements
A list of key engagement details, including:
- Start and End Dates
- % Accepted
- Overdue Requests
- High-Priority Items
iii. My Requests
View all submitted requests that are either assigned to you or unassigned. Click on the Request to open and review it.
B. Single-engagement View
The single-engagement view or Dashboard is made up of three sections:
i. Request Status Overview
ii. My Engagements
iii. Requests Pending Completion
i. Request Status Overview
View requests submitted by the client awaiting review broken down by:
- To be Accepted by the team
- High Priority
- Assigned to you
Visualize overall progress with a colour-coded pie chart that summarizes the status of all requests within your selected engagement:
- Accepted (Green) - Requests that have been reviewed and accepted by a Firm User
- Submitted (Yellow) - Requests submitted by a Client User and awaiting firm's review
- Returned (Red) - Requests that have been sent back to the client for revision
- Outstanding (Blue) - Requests that have yet to be submitted by the client
NOTE: Metrics on the Dashboard include the number of restricted requests so everyone can see an accurate snapshot of the engagement's status.
ii. My Engagements
Lists the engagement which you have selected for your single-view and displays key details, including:
- Start and End Dates
- % Accepted
- Overdue Requests
- High-Priority Items
iii. My Requests:
View all submitted requests that are either assigned to you or unassigned. Click on the Request to open and review it.
Scheduling View:
The Scheduling View provides a clear overview of upcoming engagements and their current progress, helping you and your team stay organized and on track.
You can choose between two display options:
- By Engagement – View schedule by engagement.
- By User – View schedule by team member.
Use the available filters to tailor the Scheduling View to your needs:
- View – Select a predefined date range or choose a custom date range.
- Sort By – Choose how engagements are organized, such as by start date, engagement name, % submitted, % accepted
Activity Feed:
Stay up to date with all activity across your engagements. The Activity Feed helps you monitor communication, status changes, and updates in one central place.
You can filter the Activity Feed by engagement and activity type:
- Comments - Messages on specific requests.
- File Uploads - New or updated files shared by the client or your team.
- Signatures - Updates on signed or pending documents.
- Status Changes - When a request's status (e.g., Submitted, Accepted) changes.
- Priority Changes - Updates on High Priority requests.
- Property Changes - Modifications to request details.