Location: Practice Management module > Dashboard
You can see Number of clients and new Clients last month as well as number of Deadlines and new Deadlines last week. You will also be able to see a Deadlines by status chart, Tasks by Priority Chart, No of Tasks chart, Deadlines list and an Activity list.
● Total number of tasks by priority
● No of Tasks in each team member's list which can be filtered by Service
● Deadlines by Status chart - interactive chart which allows you to go configure the Deadlines, then to click on the filter (Due, Overdue, Submitted) to view the full deadlines list
● Deadlines list with the ability to filter by All, Upcoming or Overdue
● Recent activities list for the current week
● Recent activities list for the current month
Watch the video to see the Practice Management Dashboard Overview.