Get organized and save time. This course shows you how to set up and manage your client portfolio with ease. Learn to create custom client pages, connect data sources, and automate reporting tasks so you can focus on delivering great results. You’ll also master setting KPIs and receiving notifications for unmet targets, helping you stay ahead of the game.
What you'll learn:
Add new clients and set up client-specific details (name, logo, account manager)
Connect client data sources seamlessly
Create and manage client reports efficiently
Use client pages to stay organized and find reports quickly
Monitor KPIs and receive notifications for unmet targets
Set up and navigate your monitoring page