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The PM Dashboard summarises the IRIS Practice Management job type profiles and shows them as a client service delivery progress pipeline in a user friendly display.
The drop-down bar allows you to select the required job type. Standard job types for personal tax returns activate the tax year selection drop-down button. The standard job types are set in the IRIS database as explained further in Figure 3.
The pipeline across the top is clickable on each coloured section and will filter the results in the details screen.
The legend on the right-hand side works in the same way, clicking on the total button at the bottom will return your details screen to view everything again.
The left hand coloured column title button can also be used (as can all the column headings) to sort the client jobs in to order of progress.
The partner, manager, job manager, user selected category and the filters are all taken direct from your IRIS database setup as explained in Figure 9 and Figure 14 and all the available features are discussed in more detail in the Portfolio Dashboard as these Dashboards all work in the same way.
All the information displayed in the PM Dashboard is automatically calculated from IRIS, there is no setup required in the IRIS Practice Dashboards itself, this Dashboard relies totally on your IRIS database setup and usage.