Actionable Dashboard

With minimal setup, customize and prioritize what's important, while maintaining a consistent level of standardization across teams.

Open Inquiries by Group

Whether you’re part of one or multiple groups, quickly view and access which distribution lists have the highest volume of inquiries.

Mailbox Statistics

Customized views based on user persona.

Open Inquiries by Request Type

Distribution of volume on the type of inquiries received.

Inquiries Trend

View your volume of inquiries over time.

Intensity Heatmap

Prioritize your top clients’ needs by easily viewing how many open inquiries you have by ranked category.

Open Inquiries by Owner

Manage workforce capacity by viewing the volume of open inquiries per team member.