Skip to content

How can we improve the Smartr365 Dashboard?

Dashboard

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 21 ideas
- Dashboard 10 ideas
- Document Store 15 ideas
- Emails 16 ideas
- Fact Find 79 ideas
- General 139 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 10 ideas
- Notifications 10 ideas
- Protection 18 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 9 ideas
- Tasks 5 ideas
- Workflow 13 ideas

Dashboard figures to show current month and not last 31 days

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

21 votes

Rachel Lewins shared this idea · Mar 5, 2021 · Report… · Admin →

under review · Aug 12, 2024

An error occurred while saving the comment

Matthew Preston commented · January 16, 2022 5:45 PM · Report

Current month and last month

Submitting...