Interactive Growth Dashboards help you understand how opportunities are progressing across your firm without building reports or exporting data. Use these dashboards to quickly evaluate pipeline health, track performance, and share visual insights with stakeholders.
Interactive Growth Dashboards provide built-in, in-app reporting for Opportunities in InterAction+. These dashboards display standardized metrics, including:
The Client Development Overview displays open opportunities. This helps leadership understand pipeline health and plan for projected growth.
Client Development Outcomes displays closed opportunities. This helps you conclude how and why an opportunity has closed.
The Opportunity Movement Snapshot displays pipeline movement and trends. This helps you interpret how and why the pipeline has changed between two points in time.
Dashboards are interactive and update automatically as you apply filters and groupings.
Before You Begin
Verify that you have permission to access Opportunities in InterAction+.
Once the required data model is in place, no additional configuration is required to enable the dashboards.
Access Interactive Growth Dashboards
Select Dashboards. The Interactive Growth Dashboards load automatically.
Review the charts displayed on the dashboard.
Hover over a chart segment to view additional details (if available).
Compare open, closed, and in-progress opportunities across the pipeline by clicking on the dashboard title.
Filter And Group Dashboard Data
Select +Add Filter.
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Choose one or more fields, such as:
Practice Group
Industry
Location
Any custom opportunity fields configured by your firm
Apply the filter.
Adjust grouping options as needed.
All charts update instantly based on your selections.
Client Development Overview
- Change the primary grouping to control the bars displayed in the chart.
- Change the secondary grouping to control the stacks within each bar.
- Toggle between indexing by Count or by Revenue.
- Click any chart segment to view drill-down details.
- Export the chart as a .png, .svg, or .pdf file.
Client Development Outcomes
Click the timeframe toggle to view closed opportunities by month, quarter, or year.
The selected timeframe groups columns along a secondary x-axis.
Click any item in the chart legend to toggle that category on or off.
Opportunity Movement Snapshot
Examine the open pipeline estimated to close in a given month, quarter, or year, and set a change period to see how the pipeline has changed between two dates.
View high-level KPIs that summarize the pipeline at the beginning and end of the change period.
Use chart categories to see how estimates and statuses moved between the Start and End Dates of the change period.
Review the total net change, or drill into any category to view the individual opportunities within that category.
Export Dashboard Charts
Use exports to share insights in presentations or reports.
Select Dashboards. The Interactive Growth Dashboards load automatically.
Select Export on a chart.
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Choose a format:
PNG
SVG
PDF
Save the file to your device.
Tips For Best Results
Keep opportunity records up to date to ensure accurate reporting.
Use custom fields to track strategic initiatives.
Filter by time period before exporting charts for leadership reviews.
Troubleshooting
Dashboards do not appear.
You may not have the required data model or permissions.
Contact your InterAction+ administrator to confirm your version and access.
Data looks incomplete or incorrect.
- Dashboards reflect current opportunity data and applied filters.
- Clear filters and verify that opportunity records are current.
Custom fields are missing.
Custom fields appear only if they are enabled on the Opportunities object and included in the updated data model.
Ask your InterAction+ administrator to confirm field configuration.