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tipList of Dashboards and Recommended Use
There are a lot of dashboards available; where to begin?! Viewing the right dashboards will give you the right story at the right time.
There are certain dashboards that we recommend you use daily or weekly, while others can be viewed monthly or quarterly, in preparation for meetings or budget reviews. Others still can be viewed "just in time" in line with compliance or an operational review.
Below is a guide on the recommended use for each dashboard.
Frequency | Dashboard and Description |
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Daily / Weekly for day-to-day operations |
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Monthly for operational monitoring, adjustments, and compliance |
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Quarterly for operational reporting |
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Quarterly for spot-check monitoring and adjustments |
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Just-In-TIme to review information, when needed |
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Just-In-Time from Add-On Modules for operational monitoring, adjustments, and compliance |
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