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      Introducing the Client Manager Dashboard

      Gain actionable insights, track project performance, and strengthen client relationships

       

      TABLE OF CONTENTS

       

      Purpose

      The Client Manager Dashboard is a centralized platform designed to help client managers track key metrics, monitor project performance, and analyze financial data. This tool empowers managers to seize growth opportunities, address challenges, and nurture strong client relationships.

       

      Benefits

      • Improved Client Relationship Management: Understand client needs and preferences better.
      • Enhanced Project Oversight: Keep a close eye on project performance and pinpoint areas for improvement.
      • Data-Driven Decision Making: Make informed decisions using accurate client data.
      • Increased Efficiency: Streamline client management tasks, saving time and effort.

       

      Key Features

      • Client Overview: Get a comprehensive view of client projects, revenue, and overall health.
      • Project Performance Tracking: Monitor project utilization, time spent, and key financial metrics.
      • Financial Analysis: Dive deep into cost, profit, margin variance, and invoice status.
      • Customizable Dashboard: Personalize your dashboard by adding, removing, or rearranging charts.
      • Data Export: Export data for further analysis or reporting needs.

       

      Dashboard Charts

      The dashboard includes various charts to help visualize critical data:

      • 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 by Projects
      • Current Invoice Status

       

      How to Access and Use the Dashboard

      Step-by-Step Guide:

      To access the Client Manager Dashboard, simply navigate to the Projects tab from the left navigation bar, 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.

       

       

      Widgets on the Summary Page

      In addition to charts, the summary page includes essential widgets that provide a quick overview of:

      • Total Projects
      • Active Projects
      • Total Revenue
      • Projected Revenue
      • Actions Pending
      • Notes

      These widgets offer a snapshot of critical project and financial details, helping you stay organized and well-informed.

       

       

      Dashboard Update Frequency

      The dashboard refreshes every 24 hours based on the user’s first visit each day.

      Example:

      • If you access the dashboard at 5:30 PM on January 1st, it will update next at 5:30 PM on January 2nd.
      • If you revisit on January 2nd at 7 PM, the next update will occur at 7 PM on January 3rd.

      This ensures you always have access to the latest data.

       

       

      Access Permissions

      Default Access:

      • Client Managers: Access only their respective client dashboards.
      • PSA Admins and Global Admins: Access all client dashboards.

       

      Custom Access:

      • To grant access to all client dashboards, assign permissions for viewing all clients and financials at the global Roles and Permissions level by navigating from Global Settings icon of home page.



      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