Dashboards
Get a handle on what's happening in your agency.
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Understanding Dashboards
Overview Now that you're on your way to managing and growing your agency, it's time to grab a cup of coffee and take a look at your Dashboards. There are several dashboards to h...
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Building your Personal Dashboard
Overview You can create your own personal dashboard to see only what you care about and to reduce information overload (there is a lot of data you can get at in AMS+). Build you...
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Your Activities Dashboard
Overview The Activities Dashboard is where you are able to see all of your open and recently completed activities. Sort, filter, and search for activities in your Activity List ...
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Using the Agency Dashboard
Overview The Agency Dashboard provides a bird's eye view of your agency by visualizing your data in AMS+ into useful graphs. Use these graphs to get a look into the performance ...
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Permissions for the Agency Dashboard
Overview You control who has access to view the Agency Dashboard within Security Group settings. Only Agency Users are able to have access to the Agency Dashboard. Our permissio...
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Tips for Using Dashboards
Overview Each dashboard area provides insight into your agency. To help get the most out of dashboards, see below for a few tips. IN THIS ARTICLE Gain Business Insights Intera...
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Examples of Personal Dashboards
Overview There are dozens of ways to create personalized dashboards in AMS+ using favorites. Here are a few ideas for different ways you can set up your personal dashboard to br...