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How to access My Dashboard

My Dashboard visualizes agency data at various levels. Access predefined and custom agency charts across the following categories: Balance Sheet, Jobs, Profit & Loss, Resources, Revenue, and Time.

Steps: 

Select the User Profile Name on the top right and click on My Dashboard

 

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

Video Tutorial