• 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...
  • 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 AgencyBloc). Bui...
  • Your Activities Dashboard
    Overview The Activity 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 to...
  • Using the Agency Dashboard
    Overview The Agency Dashboard provides a bird's eye view of your agency by visualizing your data in AgencyBloc into useful graphs. Use these graphs to get a look into the perfor...
  • Permissions for the Agency Dashboard
    Overview You control who has access to view the Agency Dashboard within Security Group settings. Only Full Users are able to have access to the Agency Dashboard. Our permissions...
  • Tips for using Dashboards
    Overview Each dashboard areas provides insight into your agency. To help get the most out of dashboards, below are a few tips. IN THIS ARTICLE Gain Business Insights Interact ...
  • Examples of Personal Dashboards
    Overview There are dozens of ways to create personalized dashboards in AgencyBloc using favorites. Here are a few ideas for different ways you can set up your personal dashboard...