Manage Dashboard

The Manage Dashboard gives you a central location to access the information you need to efficiently manage your firm. To access your management dashboard, navigate to Manage > Dashboard.

There are six tiles on the dashboard with clickable information on each one. The six tiles are: Aeros, Aero Types, Projects, Clients, Staff, and Reports. The detailed explanation of each tile is below.

Aeros

All Open Aeros
Click on the big white Aero icon to see a list of all your firm’s open Aeros due on or before today (an open Aero has a status other than Completed or Cancelled). The other clickable areas on this tile are:

Due [n] All open Aeros due on or before today.
Over Due [n] All open Aeros due before today.
In Progress [n] All Aeros that are currently being consumed on by a member of your firm.
Deferred [n] All Aeros with an original start date on or before today with a status of Deferred.

[n] represents the number of Aeros in your firm with that status.

If you click on any of the filter categories above, you will see a screen where you can drill further down into the information.
Overdue Aeros

Aero Types

Click on the big white icon of all Aero categories to see a list of all your firm’s open Aeros due on or before today, sorted by type. The blue bar below lists the top three types of open Aeros for your firm today, with the number of Aeros listed after each type. You can click on one of the types listed to drill further down into the information.

Aeros by type

 

Projects

Click on the white Project icon to see a list of all open Projects (an open Project has a status other than Completed or Cancelled and a start date of today or earlier). The other clickable areas on this tile are:

By Client A screen with all open projects grouped by client.
By Staff A screen with all open projects grouped by staff member.
By Type A screen with all open projects grouped by project type.
By Status A screen with all open projects grouped by status.

You can click on any of the above categories to drill further down into the data.

Projects by type

Clients

Click on the big white client icon to see a list of all your firm’s open Aeros due on or before today, sorted by company. The blue bar below lists the top three companies with open Aeros in your firm today, with the number of Aeros listed after the company name. You can click on one of the companies listed to drill further down into the information.

Aeros By Company

Staff

Click on the big white Staff icon to see a list of all time logged in your firm today, sorted by user. The blue bar below has further information available:

This Week All time logged in your firm this week, sorted by user. A week runs from Sunday to Saturday.
Today All time logged in your firm today, sorted by user.
Yesterday All time logged in your firm yesterday, sorted by user.
This Month All time logged in your firm this calendar month, sorted by user.

You can click on any of the above categories to drill further down into the data.

Reports

You can access the Reports section from this tile. To learn more about Aero Reports, click here.

 

Updated on July 12, 2017

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