Customizable Panels for Dashboards
I would like to submit an idea for requested update. Our firm would like to be able to use the dashboard feature, but there is not much value to be found in the existing dashboard panels.
It would be nice if we were able to use the data that is already in Junxure to be able to populate and customize panels. Two panels that would add great value to us are:
- Our team would like to be able to track overdue financial plan (more than 1 year)
- Outstanding actions by team member (as a total number).
- The current panel option of how many tasks have been completed by team member does not add value or insight to how much work there is to do in the future or what future staffing needs may be based on trends of upcoming work.
Since the data is already in Junxure, building a customized panel could function similar to building a report. The information would just be displayed in a quick view format as the dashboard intends to do.
Please review this idea as it would add value and possibly encourage other firms to dive deeper into the features offered!!