Lifecycle Insights has released some new features to our platform this month. These features are derived from our partner's feedback and suggestions. We strive to release features that will both improve the final QBR product that you deliver to your clients, as well as to include functionality that will help you more easily manage your clients, saving you both time and money.
NEW DASHBOARD FEATURES
We have added some new features to our vCIO Dashboard, including personal customization.
You can now customize the look and feel of your dashboard and manage the dashboard tiles for your security groups.
We have also added some new tiles and improved our drill-through screens.
Click here for more information on our new Dashboard features.
Click here to customize your Dashboard tiles.
NEW BUDGET FORECAST FEATURES
We have also added new features to our Budget Forecast for you and your clients.
Fiscal Year budgeting, as well as as-of date features now let you customize the budget to better suit the needs of clients and account managers. We have also improved our Budget Forecast export file options to give you more flexible reporting options.
Click here for more information on our new Budget Forecast features.
NEW TICKET FEATURES
We have also added the option to add assigned contacts for creating tickets in CW Manage. Other ticket platform integrations will follow suit.
Click here for more information on our CW Manage Tickets features.