Dashboard Overview
Your dashboard provides a real-time view of all document collection activity, giving you instant insights into what needs attention and how your workflow is performing.
Key Widgets
The dashboard displays important metrics and information at a glance:
- Active Requests: Shows the total number of pending and in-progress requests. Click to see a filtered list of all active requests. The number updates in real-time as clients submit documents.
- Completion Rate: Displays the percentage of requests completed on time over the past 30 days. Track trends to see if your completion rate is improving. A higher rate indicates effective communication and reasonable due dates.
- Recent Activity Feed: Shows the latest client submissions, status changes, and team actions. See who submitted what and when. Filter by activity type or team member.
- Upcoming Deadlines: Lists requests due in the next 7 days, sorted by due date. Quickly identify which clients need follow-up. Click any request to send a reminder or view details.
- Overdue Requests: Highlights requests past their due date that haven't been submitted. Prioritize follow-up with these clients.
- Team Activity: See what your team members are working on. View who's reviewing submissions, sending requests, or communicating with clients.
Dashboard Customization
Tailor the dashboard to show the information most relevant to you:
- Widget Arrangement: Drag and drop widgets to rearrange them. Put your most-used widgets at the top for quick access.
- Date Range Filters: Adjust the time period for metrics (last 7 days, 30 days, 90 days, or custom range).
- Quick Filters: Filter dashboard data by client tags, templates, or team members to focus on specific segments of your workflow.