Version 8.3.4

All New Features

Analytics, Dashboards, & Reports

Meaningful visual representations that help you track and analyze your business so you can make informed decisions

Feature Highlight

Analytics

Dashboard

Reports

Project timelines, resource allocation, individual performance, & more

Manage your projects with graphical representations of your work

Generate comprehensive reports at the push of a button

Teamsuite

Johnny Appleseed

Dashboard

Leads

Clients

HR

Work

Contracts

Projects

Tasks

Timesheet

Finance

Products

Orders

Reports

Events

Messages

Notice Board

Settings

Dashboard

Home  •  Dashboard

21

Tasks

14

In Progress

3

Past Due

8:06 am

Tuesday

Automatically clocked in at 7:56 AM

Johnny Appleseed

JA

Employee ID: EMP113

Account Representative

Weekly Timelogs

8hrs This Week

Mo

Tu

We

Th

Fr

Sa

Su

Duration: 45 mins

Break: 15 mins

Projects

5

In Progress

2

Past Due

Report

Unread Messages

Upcoming Tasks

Pending Requests

4

2

3

My Tasks

Task#

Description

Assigned

Due Date

#LEAD_083

Call Thomas Moore

Working

Feb 24, 2023

#LEAD_106

Call Robert Mayer

Working

Mar 10, 2023

#QUO_241

Quote for Bill Tuph

Done

Mar 11, 2023

#MGT_332

Daily Zoom Meeting

Working

Mar 16, 2023

#INVC_140

Sign Cintas Contract

Past Due

Mar 18, 2023

#INVC_141

Email Lyx Proposal

Done

Mar 26, 2023

#LEAD_372

Call Barbara Chase

Done

Mar 27, 2023

My Shifts

 View Schedule

Monday

Mar 2, 2023

8AM - 5PM

Regular Shift

Tuesday

Mar 3, 2023

8AM - 5PM

Regular Shift

Wednesday

Mar 4, 2023

2PM - 9PM

Second Shift

Thursday

Mar 5, 2023

8AM - 5PM

Regular Shift

Friday

Mar 6, 2023

On Call

On Call

Saturday

Mar 7, 2023

8AM - 5PM

Regular Shift

Sunday

Mar 8, 2023

8AM - 5PM

Regular Shift

Notices

Mar

View updated Travel Reimbursement policy

m

Additional Features

  Comprehensive Analytics

  Dynamic Dashboards

  Detailed Reports

Gain instant insight into team performance and key business metrics


Drill down into individual tasks, team collaboration, and resource utilization

 

Transform complex data into actionable insights

Visualize Success - transform data into dynamic insights with dashboards

 

Personalized dashboards to highlight metrics most relevant to your role

 

Explore data through engaging charts, graphs, and trend lines

Generate comprehensive reports that delve deeper into specific areas

 

Customize reports and easily export findings for further analysis or sharing

 

Present insights in a compelling and digestible format for stakeholders

  Data Driven Decision & Insights

  Charts & Visualizations

  Dashboard Customization

Identify individual and team strengths and weaknesses

 

Provide targeted feedback, coaching, and support

 

Monitor client communication and feedback to deliver exceptional service

Visualizations that easily help you see how your work is progressing

 

Designed for seamless collaboration between teams

 

Filter and sort data behind the visualizations most important to you

Choose from a wide range of widgets to display data that matters most to you

 

Adjust colors, sizes, and display options to create a visually engaging workspace

 

Create a visual layout that aligns with your unique workflow and preferences

Easier Business Management

The simplest and most powerful way to collaborate with your team.

Learn More