The Star Practice Dashboard is a powerful yet easy to use web based reporting tool that is aimed at partners, managers and other staff. Its key benefit is its ability to interrogate any information in the underlying database and present it in a way that is highly intuitive and helpful to the end user.
The Dashboard is typically used to present users with Key Performance Indicators relating to their individual portfolios or business sectors. This information is usually presented in summary form, with extensive drill downs available to the underlying data. The user then navigates around according to their needs. The screens are highly configurable, enabling users with differing needs in different parts of the business to see their "own" view depending on their working practices and priorities.
Access is available to all client, job and contact information, enabling authorised users to interrogate financial data such as WIP and fee balances and transactions, as well as contact details and profiles.
A powerful graphics engine means that all relevant data can be very easily presented in the form of a chart, with the added benefit of a "single click" export to Excel for those who wish to manipulate data further.
In addition, the Dashboard fully integrates with Document Management in order to present all related documents, including emails, when within a client, job or contact view. This facility includes document and email generation as well as auto-filing.
A further key feature is the ability of the Dashboard to interrogate other, third party, databases in addition to Star. This opens up the possibility of presenting a variety of client, engagement, audit, tax and compliance data from various sources in one, single, view.
