3. Managing Dashboard

The Dashboard is a comprehensive tool for businesses to streamline their services, client interactions, orders, quotations, support tickets, team collaboration, financial transactions, and document management, all from one centralized location. It is also a central hub where users can efficiently oversee various operations.

Keeping that in mind, AgncyHandy divides its agency dashboard into two parts, offering a user-friendly interface for performing agency tasks and accessing valuable data insights to optimize agency operations and decision-making.

  1. Left Column: In the left column of the dashboard, users have access to a range of essential tools and features. They can create and manage services, facilitate client interactions, handle orders, generate quotations, manage support tickets, collaborate with their team, oversee financial transactions, and efficiently manage documents. This section serves as the operational hub where day-to-day agency activities are initiated and monitored.

  2. Right Side: On the right side of the dashboard, users can gain insights and oversight into the data and information generated from the activities in the left column. This section provides visualizations, analytics, and summaries of the services, client interactions, orders, quotations, support tickets, team collaboration, financial transactions, and document management. It enables users to make data-driven decisions and track the performance and progress of various agency functions.

Here's an overview of the key features in the left column:

  1. Services: This section allows you to manage and monitor your business's services. It provides insights into service performance, resource allocation, and service delivery.

  2. Clients: Here, you can access a comprehensive client database. It includes client profiles, contact information, transaction history, and communication logs, enabling you to maintain strong client relationships.

  3. Orders: The Orders section tracks and manages all customer orders, from creation to fulfilment. It offers real-time order status updates and facilitates order processing and tracking.

  4. Forms: With this feature, you can effortlessly create customized intake forms tailored to specific order requirements. These forms serve as a structured framework for collecting essential information from clients or internal teams, ensuring clarity and completeness in every order request.

  5. Proposals: This feature streamlines the quotation process. You can create, review, and send quotes to clients, ensuring transparency and accuracy in pricing and proposals.

  6. Tickets: The feature is essential for customer support and issue resolution. It allows you to efficiently receive, categorize, and address customer inquiries and problems.

  7. Team Management: In this section, you can oversee your team's activities, assign tasks, set roles and permissions, and ensure everyone is aligned with your business objectives.

  8. Invoices: Managing invoices is crucial for financial operations. This part of the dashboard enables you to generate and send invoices to clients, track payments, and maintain a clear financial record.

  9. Files: The Files section serves as a document repository. You can upload, organize, and share files, ensuring that important documents are easily accessible to your team.

On the right side of the dashboard, you'll find a concise yet informative summary of key metrics and recent activities:

  1. Revenue Insights: This section provides an at-a-glance view of revenue performance. It displays the revenue difference as a percentage compared to the previous month, quickly assessing your financial progress.

  2. Revenue Overview Chart: A vertical chart visually represents revenue trends over time. You can categorize this chart by week, month, or year, allowing you to analyze revenue patterns and identify growth opportunities at different intervals.

  3. Client Metrics: This area shows changes in the number of clients, presented as a percentage compared to the previous month. It offers insights into your client base's growth or contraction, enabling you to track client acquisition and retention efforts.

  4. Recent Open Tickets: This area lists the most recent open tickets. It includes the subject name, client's name, order ID, and due date. This feature ensures you stay updated on ongoing customer interactions, making providing timely support and managing outstanding issues easier.

  5. Recent Orders: Here, you'll find a list of your most recent orders. This list includes details like the Order ID, Client name, service name, and status. It allows you to monitor the status of recent orders efficiently, helping you ensure smooth order processing and customer satisfaction.

Last updated