We are thrilled to announce the launch of Hubly's Insight Dashboards, an innovative — and much-requested — addition to our platform that empowers your firm with real-time data and comprehensive analyses of key performance metrics.
If you were able to join us for our virtual launch event, you've already seen how our Insight Dashboards allow you to effortlessly track client meetings, team capacity, task activity and other crucial data, so that you can make informed decisions to drive your firm's success. If you missed the event, click through the link below to watch it on-demand.
Now here's the best part. To celebrate the release of Insight Dashboards, we are offering a 3 month free trial* to qualifying Hubly customers! Only a limited number of users per firm will get access. To get started, go into 'Settings' and under 'Users' select the team members that you want to enable this feature for.
How will Insight Dashboards help my team?
✅ Track your contact with clients Visually track client meetings for an instant overview of who you've contacted this year, and who you still need to reach out to.
✅ Distribute work evenly See who is being over- or under-utilized in your firm to improve productivity, manage workloads and make informed hiring decisions
✅ Spot process bottlenecks Identify bottlenecks before they reach your clients, fix inefficient processes, and improve your client service and forecasting.
Not a Hubly user yet?
Schedule a call with our team with the button below to get started.
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