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Using Your Dashboard

By Mary Cooper

updated 2 days ago

Once you’ve logged into TaxDome, you will see your Dashboard. It displays everything that currently requires your attention, such as bills pending, information requests pending, and documents disapproved. You may also see your revenues, team stats; manage your tasks, and so on. You can always get back to your Dashboard by navigating to the Home section. 

Covered here:

Exploring Your Stats and Revenues

The upper graph shows your revenue chart for the selected period:

  • 1W – the lastweek
  • 2W – the last two weeks
  • 1M – the last 30 days
  • 3M – the last 90 days
  • MTD – a period starting at the beginning of the current month and ending at the current date.
  • QTD – a period starting at the beginning of the current quarter and ending at the current date.
  • YTD – a period starting at the beginning of the current year and ending at the current date.
  • ALL – for all time

You may see your revenue for the selected period as well as find out the number of new clients, clients paid, the number of documents uploaded and approved. 

Most of the tables let you explore your data for the following periods:

  • WTD – a period starting at the beginning of the current week and ending at the current date.
  • MTD – a period starting at the beginning of the current month and ending at the current date.
  • YTD – a period starting at the beginning of the current year and ending at the current date.

Want to get into your revenue deeper? Explore the Revenue table to find out more about revenue pending and growth over the same period last year.

Exploring Team Stats

Have you ever wondered who is the most productive employee in your firm? Take a look at the Team Stats table to find out how much profit did your team members bring to the company. Together with profit, you can investigate year-over-year (YOY) growth for each employee (i.e. compare one period with the same period from the previous year).

The Team Stats table lets you explore your revenue for the WTD, MTD, and YTD.

Viewing Tasks 

With tasks, it’s very easy to monitor who's doing what and what needs to be done next. Once the task is created it is displayed on the Tasks table of your Dashboard. You can see all of the tasks associated with your clients no matter who is responsible for the task. Thus, you are always aware of each client’s case progress. You can see the start and due date of each task, find out which of them are overdue, as well as change their status easily. 


Finding Out What Needs Your Attention 

The Attention Needed table shows how many pending bills, pending information requests and disapproved documents are there. You can see these stats for the last 5 days, 10 days, and of all time. 

Digging Into Your Clients Stats 

Do your clients use TaxDome? Find the answer to this question by looking at the Clients table. Here you can see how many clients you had WTD, MTD, and YTD, how many of them were active in the system and how many of them are paying ones. 

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