0

YTD Fees Summary by Manager as Dashlet

Susan Pudge

October 18, 2021 15:48

None

Follow

Possibility to have a YTD Fees summary per Manager showing as a dashlet to track progress in real time.

• Facebook
• Twitter
• LinkedIn

3 comments

• 0
  
  Michelle Harris October 22, 2021 13:12

  Hi Susan

  What would this be showing? Similar to the Client/ Service/ Job ownership where there is a YTD figure with a drill down?

  You can already get this information from the above dashlet when clicking into the Bills PTD and then switching to the YTD figure.

  How would you envisage it working?

  Thanks

  Michelle

• 0
  
  Martyn Smith October 26, 2021 08:15

  Hello,

   

  It would be similar to the Client/ Service/ Job ownership where there is a YTD figure with a drill down but by Manager not Partner.

   

  Kind regards,

   

  Susan E​   Pudge BSc ACCA CTA

  Manager

• 0
  
  Michelle Harris October 27, 2021 08:44

  Hi Susan

  Thanks for the extra info. The Client/ Service and Job ownership portfolios can already be viewed at the manager level. If you click onto the icon next to the x

  

  You can switch the view by to be partner