business metrics Dashboard

May 2024 ยท 4 minute read
business metrics Dashboard

The Business Metrics Dashboard feature uses data from your Junxure database to display your firm's business analysis information in helpful, user-friendly graphs and charts. When you launch Junxure, you'll now have the option to view your practice's dashboard - giving you an overview of how your firm is performing.

The Business Metrics Dashboard includes information including:

Watch the Video: Business Metrics Dashboard Overview

In this topic, we will cover how to:

Locate the Dashboard

On the main screen of Junxure, click View > <![CDATA[ ]]>Business Metrics Dashboard from the top menu for quick access to your firm's performance dashboard. See Enable the Dashboard for information on setting the dashboard as your default view.

The dashboard screen appears in the main pane of Junxure. Note: Information available in the dashboard is filtered to reflect your user rights.

Enable the Firm Dashboard

The User default view in Junxure is the My Pending Actions screen. If you choose, you may select a different view for your default, including the People List, Queues, or the Business Metrics Dashboard.

In Junxure, go to Maintain System > System Options > Local Options. Under the Behavior category, go to Startup Screen. Here you can select the People List, Queues, or the Firm Dashboard from the drop down menu in the Value column.

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You may also select the Show at Startup checkbox located on the Firm Dashboard screen. This option is user-specific and will not affect other users in the firm.

Customize the Dashboard

How you view information on the Business Metrics Dashboard can be customized and modified to meet your office's needs. Click Business Metrics Dashboard to open the dashboard.

The dashboard screen appears in the main pane of Junxure. Note: Information available in the dashboard is filtered to reflect your user rights.

Settings

This feature allows you to customize which graphs appear in your Business Metrics Dashboard. Click Settings to launch the Business Metrics Dashboard Settings window.

On this screen, use the arrows next to the Available Graphs field to add or remove graphs to your dashboard. Use the arrows to the right of the Selected Graphs column to change the order of how the graphs appear in your dashboard. Click on a graph to see a preview in the Preview window.

Under Chart Properties, you may choose to Show pie chart with split slices (as shown above) and/or to Only display Top 10 in charts by selecting or deselecting the check boxes.<![CDATA[ ]]>

To manage the accounts that relate to the data that appears in the charts, click Edit Accounts at the top left of the window. The Edit Accounts window appears. On this screen, you may modify data to be reflected on corresponding graphs.

Edit Goals/New AUM

This feature allows you to edit goals and add new AUMs that will appear in your Business Metrics Dashboard. Click Edit Goals/New AUM to launch the Employee Goals Overview window.

Choose a row for an employee in the grid and click Add/Edit Goal and New AUM

The Add/Edit Goal and New AUM window appears. use the empty rows to add new goals and AUM, or edit an existing row. Click Close to return to the Employee Goals Overview screen.

The sample below shows the relationship between goals and your dashboard. Click Close to return to your dashboard.

Note: You can also access this feature from within a Contact Record on the Opportunities tab. Select the Completed checkbox (highlighted below) and a popup message appears asking if you wish to add a new AUM. Click Yes and you will have the opportunity to add a new AUM in the window provided.

Open in New Window

This feature allows you to open your Business Metrics Dashboard in a separate window in Junxure. Click Open In New Window. A separate pane appears with your dashboard.

Close the separate pane to return to your main screen in Junxure.

Show at Startup

This feature allows you to quickly make the Business Metrics Dashboard your default screen when you first open Junxure. Click Show at Startup to enable this feature.

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