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.