The Overview is a waste of time

The Overview gives me no useful information and is not drillable, so I cannot even see which client(s) graphs, etc relate to. It needs a drastic overhaul.

I find that using AM at partner level is very difficult. There is (or appears to be – if they are there it is not obvious) no dashboard of key data, no pre-set reports for key information, etc. For example, in any software designed to help manage a practice I would expect to see things such as:

• Dashboard of KPIs

• Quick report of prospect conversion data

• Quick report of client onboarding progress

• Quick report of task progress

• Quick report of deadlines coming up over, say, the next 30, 60, 90 and 120 days

• Quick report of progress of tasks coming up to a deadline

• Quick report of missed deadlines

• WIP, profitability, billing and collection reports, if using time and cost recording

I cannot see any of these reports. On the overview section there are a few graphs, but they are meaningless because they are not drillable, so they are currently a bit of a waste of time.