As an accounting professional it can be difficult to keep up with the information that your clients may be requesting from you. What if you could build a dashboard that took care of this information for you? In this class, we will show you how to create a dashboard that removes the bottleneck of your availability when it comes to getting clients what they need.  
 
The best part of this approach is that, with little effort from you, your clients will have an automatically updated overview of their businesses while still being able to drill down into the specifics. Imagine being able to display a live list of items for which you need feedback, such as uncategorized transactions or that large purchase that doesn't have a vendor name on it. Using this method, your clients will even be able to respond on the dashboard itself. The beauty of a great dashboard is that it will not only save your clients time, but it will also save you time.  
 
Learning Objectives:

• List the basic components of a great client dashboard


• Identify which KPIs you should include for each client


• Determine how to get data out of QuickBooks Online easily and automatically 


• Recognize why Liveflow is a great partner for making dashboards easy to use, effective, and client-friendly