Find out how Synergy dashboards help keep you informed
You don't have to run a report to get critical information on your business and projects – Synergy dashboards surface the information giving you an instant overview of your projects, recent activity and timesheets in a simple series of graphical panels. It’s a good place to start the day. You can see different information on your dashboard depending on your access level — for example, administrators and directors can see business financials, and user access levels will see things like tasks due and recent projects.
Enterprise level will give you customizable dashboards so you can choose what information you have on your own dashboards.
Key information and quick links
A permanent feature throughout Synergy is what's called the stats bar. At the top of every page, you'll see highlighted numbers for things like projects, active contacts, draft invoices (and many more), all of which act as quick links to those areas of Synergy. The stats bar changes to show contextual information related to the section you're in.
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Synergy dashboards for AEC businesses
These are some of the feeds you could see on your dashboard, depending on your access level:
- Task due
- Recent projects
- Aged WIP
- Aged debtors
- Invoiced vs chargeable
- Recent contacts
- Monthly invoice totals
- Recent chats
- Missing timesheets
- Recent documents
- Hours by project