RULEHERO / VIDEOS / Dashboard
Master Dashboard
0:58
Tour the firm-wide dashboard: company list, rule coverage, efficiency signals, and where to drill in next.
dashboard multi-company portfolio
PROBLEM
Switching between client files makes it hard to see which companies need attention this week.
WHAT THIS SHOWS
One screen for every connected company, with scores that tell you where to spend your time.
See your portfolio in one place
Run an audit on your own QuickBooks companies. First five free.