Dashboards are a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information.They are designed to show data in a simplified structure, enabling greater efficiency.
You can create multiple dashboards containing different widgets for Practice Management, Tax Return Production and Accounts Production. You can also set default dashboards that can be shared to individual users as well as groups of users.
Dashboards can be duplicated and customised to suit individual user requirements. This is particularly useful if you want different users to have different dashboard views.
Creating a Dashboard: