video1.0<iframe src="https://www.loom.com/embed/d5bbf9dfb1f246e8848a63fa5ade848a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d5bbf9dfb1f246e8848a63fa5ade848a-94d8f026621821b0.gif443.09In this video, I walk you through how to enable and utilize dashboards to track your staff's annual and hourly billing goals effectively. I explain how admins can set up goals, manage user permissions, and customize dashboard views for better insights into billable hours and amounts. I also highlight the importance of monitoring client reports and financial dashboards to assess our firm's performance. Please ensure you review your user permissions and familiarize yourself with the dashboard features to enhance our reporting process. Let’s work together to keep our billing on track!