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Product Tips and Tricks

Steering Clear of Hazards: Using CORE Dashboards

Personalized Core dashboards with functional widgets will make sure you stay on top of all aspects of your business.

Getting caught up in the hustle and bustle of everyday work is easy. But losing sight of the finish line can cause stagnation and difficulty growing your business.

Staying on track of your finances, maintaining awareness of your schedule, making sure to connect with your employees- the list of potential obstacles are endless.

So how do you make sure you are in the driver’s seat, steering your business towards success?

With CORE, it’s all achievable through the dashboards.

Dashboards: What’s in View

In CORE, you can customize dashboards to stay on top of all aspects of your business. A dashboard provides an interactive visual representation of key performance indicators (KPIs) for your business at large and your projects.

The CORE dashboard gives you insights such as:

  • How is your business doing?
  • What is on your to-do list for today?
  • Who is your top-performing employee for the month?

Rather than taking the time to review notes or go through data files, CORE allows you to create personalized dashboards with functional widgets to reflect the most up-to-date information on your KPIs.

Know exactly what you need to know and keep your company’s success in view.

Finance – Fueling Your Business

Maintaining constant oversight of financials is a major concern for most businesses. This includes account balances, income vs. expenses, cash flow and many other financial assets.

Financial information helps you understand the overall health of your business. And it keeps you cognizant of what you can afford to do with your business. Plus, it’ll help you act quickly should any financial issues arise (and they will).

CORE offers widgets that reflect your financial figures so that you can see your financial standing at any time, without having to make any pit stops.

To-Dos – Keeping You On Track

As you race through your busy day, urgent concerns and pressing issues begin to pile up. And often, you must shift focus to those mounting issues. But getting sidetracked can keep you from meeting important deadlines and deliverables.

CORE allows you to personalize your dashboard and display your to-dos, such as:

  • Meetings for the day
  • Key deliverables
  • Timecards requiring review

CORE’s to-do function gives you oversight into anything that could be a hazard to completing those must-do tasks. With a clear view of your tasks, there is no need to worry about unexpected speed bumps.

Employees – Accelerating You Forward

Your employees are essential to the success of your business. If you fail to nurture your employees, they may become exhausted or leave you altogether.

In CORE, you can set up widgets to monitor the performance and success of your employees. Plus, it’ll remind you when it’s time for reviews, birthdays and other employee milestones.

Here’s a short video on creating CORE Dashboards:


CORE Intelligence: Riding Shotgun

With CORE, there are plenty of dashboards and widget combinations to keep you aware of your business at any moment. Forget about having to check your rearview for what you might have missed. CORE is constantly looking for ways to keep your business ahead in the race.

And now, with CORE Intelligence you can interact with your business using Artificial Intelligence (AI). Access your business on the go by having CORE Intelligence analyze things like:

  • Your top-performing employee of the year
  • What’s on the agenda for the day
  • How much a client owes towards a project

With CORE Intelligence supporting you, you can be sure to stay in the driver’s seat. To try CORE Intelligence and see how it can steer your business towards success, click below for your free trial.

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