By now
you have a sense of why
the Workflow Navigator
is different.
Workflow
made visible requires reports
or a digital dashboard.
If you are ready to test our platform,
one of our most popular
reports is ready for
you - The Top 20 Client
Report.
(See Starter Kit) Imagine a temporary receptionist
is hired to answer your
telephones when you are
away.
Is there a list of your
best clients and current projects for the receptionist to use to avoid embarrassment?
As you now know, workflow
is the movement of clients,
projects and tasks
along visible path. If you look below at the Workflow Navigator Management Console, you will see the Revenue by Stage Report, which includes the six client stages, projected revenue and number of projects and/or cases (different firms have different terms) in each stage.