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How can we improve the Smartr365 Dashboard?

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6 results found

  1. Make dashboard more useful

    I need to know how many many new enquiries progress to completion. At the moment I do not know what % of my new leads complete!! 'My conversion rates' does NOT give you this information

    4 votes

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    under review  ·  0 comments  ·  Admin →
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  2. More Efficient Remortgage Management

    The "This Month's Remortgages Contact Opportunites" in the Dashboard to have a filter by adviser option. This means that you can track workflow individually as well as a business.

    18 votes

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    under review  ·  1 comment  ·  Admin →
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  3. Dashboard figures to show current month and not last 31 days

    change from last 31 days to show current month / previous month

    21 votes

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    under review  ·  1 comment  ·  Admin →
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  4. Include Broker fee and solicitor fees on the dashboard

    Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Admin →
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  5. Remo Op on the dashboard

    why on the Dashboard does it have our Remortgage Opportunities listed in the corner, but not allow us to click on any of them to actually load the cases to work on?

    29 votes

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    under review  ·  1 comment  ·  Admin →
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  6. Dashboard Drop Down Options

    On the dashboard, on the drop down options as well as Last 31 days or 90, would be good to see this month to date, last month to date and Year to Date.

    21 votes

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    under review  ·  0 comments  ·  Admin →
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