Purpose
The Client Manager Dashboard provides a centralized hub for client managers to monitor key metrics, track project performance, and analyze financial data. This empowers you to identify opportunities for growth, address potential issues, and strengthen client relationships.
Benefits
- Improved Client Relationship Management: Gain a deeper understanding of client needs and preferences.
- Enhanced Project Oversight: Monitor project performance and identify areas for improvement.
- Data-Driven Decision Making: Make informed decisions based on accurate client data.
- Increased Efficiency: Streamline client management tasks and save time.
Key Features
- Client Overview: Gain a comprehensive view of client projects, revenue, and health.
- Project Performance: Track project utilization, time spent, and financial metrics.
- Financial Analysis: Analyze cost, profit, margin variance, and invoice status.
- Customizable Dashboard: Tailor the dashboard to your specific needs by adding or removing charts.
- Data Export: Export data for further analysis or reporting.
This dashboard has the following charts:
- Projects and Budget
- Account Health
- Utilization & Time Spent Over Time
- Utilization & Time Spent by project
- Effort vs Revenue Over Time
- Cost, Profit and Margin Variance: Planned vs Actual
- Cost, Profit and Margin Variance ( Planned vs Actual ) by Projects
- Current Invoice Status
How to Access and Use
To access the Client Manager Dashboard, simply navigate to the Projects tab, click on Clients, and select the specific client name to view their comprehensive Summary.
Users can easily customize the location of the charts by clicking on the settings icon within the Project tab. Simply select the specific project name and navigate to the Summary section at the top. From there, you can adjust the placement of the charts to suit your preferences. Additionally, new charts can be added and saved for your convenience.
Customizing Chart Locations:
Easily adjust the placement of charts by dragging and setting them in the desired location within the dashboard.
Incorporating additional charts into the dashboard to enhance data visualization and analysis.
Users have the option to view charts based on a specific date range and also have the ability to export the data for further analysis.
In addition to the charts, the summary page also includes the following widgets:
- Total projects, Active projects, Total revenue, Projected Revenue, Actions Pending & Notes
These widgets provide a quick snapshot of key project and financial details, helping you stay organized and informed at a glance.
Dashboard Update Frequency:
The dashboard is updated once every 24 hours based on the user's initial visit to the page on any given day.
For example, if a user accesses the dashboard for the first time at 5:30 pm on January 1st, the next update will occur at 5:30 pm on January 2nd. If the user revisits the page on January 2nd at 7 pm, the dashboard will be updated again at 7 pm on January 3rd.
This ensures that you have access to the most current data and insights to support your client management efforts.
Access to the Client Manager Dashboard is structured as follows:
By default:
- Client managers are granted access to their specific client dashboard.
- PSA Admins and Global Admins have access to the dashboards of all clients.
Custom:
Granting access to the dashboards of all clients can be achieved by assigning Timesheet permissions for viewing all clients and viewing financials at the global 'roles and permissions' level.
By leveraging the Client Manager Dashboard, you can strengthen client relationships, improve project outcomes, and drive business growth.
For further information on the Project Manager Dashboard: A New Tool for Enhanced Project Oversight, which is publicly available, please click here.
Project Manager Dashboard: A New Tool for Enhanced Project Oversight