How to Use the Account Manager Dashboard in WeekMate TaskHub
How to Use the Account Manager Dashboard
Overview
The Account Manager Dashboard in WeekMate TaskHub provides a centralized overview of your assigned accounts, ongoing projects, resource utilization, and key performance metrics. It helps account managers monitor project status, track client activities, and make informed decisions using real-time insights.
This article explains how to use the Account Manager Dashboard in WeekMate TaskHub.
Before You Begin
You are logged in to WeekMate TaskHub.
You have permission to access the Account Manager Dashboard.
You have assigned accounts or projects available for viewing.
Steps
Log in to WeekMate TaskHub.
Navigate to the Account Manager Dashboard from the left navigation menu.
Review the dashboard overview, including your assigned accounts, ongoing projects, resource utilization, and key performance metrics.
Apply the available filters to view information for specific clients, projects, or time periods.
Monitor the status of your assigned projects and review important updates.
Track overall account performance using the available charts and metrics.
Use the dashboard insights to monitor progress, manage client accounts, and make informed business decisions.
Video Tutorial
Watch the video below to learn how to use the Account Manager Dashboard in WeekMate TaskHub.
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