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Step 7: Understanding the Dashboard

With an understanding of the Qix Apps and peripheral tools, let’s go over the various…

Alex Meynard
Written by Alex Meynard
Last updated 3 weeks ago

With an understanding of the Qix Apps and peripheral tools, let’s go over the various elements and features on your main Dashboard:

1. The main Qix web dashboard is where all the Qix Cloud Apps come together! Start by clicking on the Dashboard icon in the left sidebar, denoted by 4 grey rectangles:

2. As you enter the dashboard, you can see the various windows included within your dashboard:

2a. The windows in the bottom left of the dashboard include important metrics and analytics which can be used to understand your firm’s performance and customer acquisition rates:

2b. Other useful business metrics are found throughout the dashboard:

2c. Take a specific glance at the right side of the dashboard. Here, you can easily create new appointments, events, and new contacts by clicking the large blue buttons respectively:

 Note: these functions are the same as the buttons within the actual Qix apps, just placed conveniently at the dashboard for quick changes and additions.
In the next step, we’ll walk you through the other tools and expansions available to your firm.
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