Dashboards offer simple tiled views of the critical parts of your business and projects. See graphical and data-driven snapshots to be instantly 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 gives you a customisable dashboard so you can choose what information you want to see. Customising the dashboard is as simple as dragging the widgets into the order you want and removing the ones you don’t want. This means you get the information that’s most important to you at a glance. (Enterprise feature only.)
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.
These are some of the feeds you could see on your dashboard, depending on your access level:
See how we can centralise your data and simplify your workflows with our Add-ons.
Ready for exclusive updates and exciting content? 🎉 Don’t miss out! Fill in the form below and join our newsletter community! 📧📝 Stay informed and inspired!
