PreciseFP’s dashboard gives you a quick overview of the important aspects of your account. The dashboard is divided into four main areas:

This area shows you how many client accounts you currently have and how they are distributed over the Client Pipeline. You also have the Average Data Quality Score for all of your client accounts.

This area shows you how many prospect accounts you currently have and how they are distributed over the Prospect Pipeline. You also have the Average Data Quality Score for all of your prospect accounts.

This area gives you information related to all of your Form and PDF Engagements. You can see the total number of Engagements, as well as the ones that are currently in progress and completed.

The Recent Activity section lists all of the activity performed in your account. You can see activity from your team colleagues as well as activity performed by your clients and prospects.