This guide will walk you through your OneSuite dashboard, highlighting key features and functionalities to empower you right from the start.
Upon landing on your dashboard, you’ll be greeted by a comprehensive overview section on the right side. This section provides valuable insights into your agency’s current state, what you can see,
Projects: Get a snapshot of the number of ongoing projects.
Clients: See how many clients are currently engaged.
Leads: Track the number of leads in your pipeline.
Members: View the count of team members associated with your account.
Graphical Representation:
Tasks: Visualize the number of tasks created and completed over a specific period.
Leads and Projects: Gain insights into the status of leads and projects, including recently won projects.
Filtering Options:
Timeframes: Filter data by selecting predefined time frames such as last 7 days, 30 days, or 365 days.
Custom Filters: Customize filters to view data for specific date ranges or intervals.
In the left column of the dashboard, you have access to a range of essential tools and features,
Tools Overview:
Projects: Manage all your projects in one place. From creation to completion, track progress, assign tasks, and collaborate with your team seamlessly.
Lead Pipeline: Effortlessly manage your leads and track the entire lead lifecycle. Stay organized with reminders, tags, and categorization to streamline your lead management process.
Documents: Store and organize all your documents securely. Create, edit, and collaborate on documents with your team, ensuring everyone has access to the latest versions.
Clients: Access your client portal and invite clients to collaborate on projects, view documents, and review invoices. Strengthen client relationships with transparent communication and project visibility.
Invoices: Create and manage invoices for your projects and clients. Customize invoices with your branding, add line items, and track payment status effortlessly.
Team: Manage your team members and their roles within OneSuite. Assign permissions, create departments, and streamline team collaboration for enhanced productivity.
Settings: Customize your OneSuite experience to suit your preferences. Update business information, manage roles and permissions, and configure module settings for a personalized workspace.
OneSuite Tour: To give you an enhanced idea and tour of how OneSuite is working overall. So if you wish to go on a OneSuite tour, you are very much welcome, we hope you enjoy!
Manage billing: Want to check which plan you are in? Want to upgrade your plan? Easy as pie. Head over to the manage billing section, and just update from there.
That’s it folks! That’s a sneak peek of your OneSuite dashboard!
