Insights-driven dashboard

Manage your firm with data using Monograph's new insights-driven dashboard
We've updated the Monograph home page to include more high-level information about firm performance as well as quick links to take action on items that require your attention, in addition to basic daily activities and quick links to recently accessed projects.
Please note for a transitional period you are still able to view the legacy dashboard via a link at the bottom of this page
High-level business data to see how your firm is performing
Team members with high-level permissions are able to view top-line financial, utilization, and team resourcing tracking looking back at the last 3 full months and ahead at the next 3 full months. You can see how this data compares over those 3 months via the sparkline chart showing the trends.
Financial information does vary depending on whether or not your firm has configured the QBO integration fully.
Insights to take action on
Team members with Staffing permissions are able to see what projects are ongoing that are currently over budget or trending over budget. They also will be able to monitor if any of the team is going to be over capacity across the next 4 weeks so you can spread their workload across others.
Current activities to take care of
All team members will be able to see their current work.
Recent projects
 will show the most recently viewed projects along with the total hours I have been planned to work on them vs. how much I have logged already
Timesheets
 will send me to my current and past weeks' timesheets as well as the total time logged so far on each
Assigned tasks
 will show if I have tasks due and connect me to the list of items to take care of
Assigned work this week
 will show the hours I am staffed per project, if I have no tasks assigned
Financial cash flows
Team members with Invoicing permissions are able to see at the bottom of this dashboard the total financial amounts that are on open invoices, consultant bills, and unbilled time, so that you can make sure they stay on top of your firm's cash flow.