Skip to main content- Business Overview DashboardThe Business Overview is the top-level snapshot of your organization's health: revenue trends, pipeline value, document volume, and team activity. All in one screen.
- RMR / ARR ReportThe RMR/ARR report tracks Recurring Monthly Revenue and Annual Recurring Revenue - the lifeblood metrics of any monitoring or service business.
- Proposals ReportThe Proposals tab gives you a sales-focused view: what's in the pipeline, what's closing, and who's driving it.
- User Performance ReportSee exactly what each team member is producing: documents sent, proposals closed, response times, and more.
- Vault DashboardThe Vault Dashboard summarizes everything sitting in your authoritative document vault: total documents, breakdown by type, and recent activity.
- Exporting ReportsEvery report can be exported to CSV or PDF for sharing, archiving, or pulling into spreadsheets.