We’re thrilled to announce the launch of two new HubSpot dashboards, designed to give you real-time insights, simplify workflows, and keep you informed:
- Client Insights Dashboard: Provides a clear, up-to-date snapshot of your book of business, including client composition, accounts, and investments.
- Practice Management and Servicing Dashboard: Centralizes your request tickets, helping you track progress, identify bottlenecks, and ensure nothing falls through the cracks.
These dashboards centralize essential data, offering an at-a-glance view of the metrics that matter most—so you can make informed decisions, streamline your workflows, and save valuable time.
Watch the video above to hear our team discuss the development of these dashboards and how they can help you maximize efficiency and stay organized.
How Does This Benefit You?
- Up-to-Date Client Insights: Gain a real-time, detailed view of your client base, accounts, and investments. Quickly analyze trends, monitor key metrics, and stay organized with a snapshot of your entire book of business.
- Streamlined Request Management: Track all of your tickets in one place with real-time updates on status and progress. Quickly identify bottlenecks, actionable tasks, and next steps to ensure nothing gets missed.
- Centralized Data Access: Both dashboards ensure all critical information—whether related to clients or requests—is organized and accessible in one location, reducing the need to search across multiple systems.
- Enhanced Decision-Making: Use actionable insights from both dashboards to prioritize tasks, analyze trends, and make data-driven decisions that improve efficiency and outcomes.
How Does This Benefit Your Clients?
These dashboards don’t just help you—they help your clients, too. By providing robust insights, real-time updates, and increased visibility, you can:
- Stay Proactive and Responsive: You’ll have a clearer picture of your clients’ needs, accounts, and ongoing requests, enabling faster follow-ups and more tailored service.
- Deliver a Smoother Experience: With better tracking and workflows, you can ensure nothing slips through the cracks—creating a more seamless and reliable client experience.
- Build Trust and Strengthen Relationships: Consistently staying informed allows you to provide thoughtful, proactive service, reinforcing trust and fostering deeper client relationships.
How Does This Save You Time?
- Centralized Data Access: All the information you need—client metrics, accounts, investments, or ticket statuses—is organized and accessible in one place.
- Real-Time Updates: Dashboards update automatically, giving you instant visibility into changes, trends, and priorities without constant check-ins or follow-ups.
- Streamlined Tracking: Track requests, monitor progress, and identify priorities quickly, ensuring you can manage tasks efficiently.
- Eliminated Bottlenecks: Easily identify where tickets or tasks are stuck and address delays promptly, saving time and improving workflows.
Next Steps
The dashboards will be available to you starting January 6th, 2025, and we’ll be sending out an email on launch day with:
- Links to access the new dashboards.
- Knowledge Base articles to guide you through reading, interpreting, and customizing them to suit your needs.
These articles will also be linked directly at the top of each dashboard for easy reference when they go live.
We’ll also be hosting a live training webinar to walk you through the dashboards and show you how to use them effectively. Keep an eye on your inbox closer to launch for your webinar invitation!
We’re excited to roll these out and can’t wait for you to start leveraging these tools to simplify your workflows, gain actionable insights, and deliver exceptional service to your clients.