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Workflow Dashboards

Tools, Tasks, Teams

The integrated Workflow Dashboards provide an overarching view of all tasks within a particular business function. These are great for helping teams work effectively when completing tasks of a similar type across multiple clients. 

All Dashboards come with built-in tools, specific to the tasks at hand to help your team work quickly and efficiently. And workflows are prioritised automatically, using the ‘closest crocodile’ principle, to identify and highlight the most urgent tasks. 

All, Encompassing, Current

Dashboards are available for all of the major functions that form the spine of your financial planning process, including Marketing, Enquiries, Sales, Discovery, New Business, Revenue and Ongoing Servicing. 

They also provide up-to-date management information, allowing you to keep track of your outstanding workflow and service standards. 

Next Steps

Why PlanHappy is here...

We’ve lived your day-to-day. We’ve experienced your challenges. And we’re certain we’ve shared your same frustrations navigating the various back-office systems on the market. So, as the old saying goes if you want something doing right, you do it yourself. And that’s exactly what we did!

PlanHappy is proudly designed by Financial Planners, for Financial Planners.

Read about our story and how we came to be.

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