Improved Dashboard

acbaileyacbailey Posts: 2
edited October 27 in Forms

Hello,

I'd like to see a more robust dashboard. Something that gives a true overview of the company, to include:
1. Calendar with team and individual viewing options
2. Engagements overview - so we can see the status all open engagements sortable by team members and due dates
3. Revenue numbers with options to see projections vs actual
4. Task overview
5. Etc.

Thanks!

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 177 admin

    Hello @acbailey,

    Thank you for your feedback. Creating a more robust dashboard is certainly something that will be on the roadmap. I will make sure the team gets your feedback to see some of the items that would be important to our customers.

    Thank you again!

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