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Progreda Help: Instantly streamline your view with Quick Filters on dashboards for faster, focused insights.

Quick Filters on Dashboards

Progreda Help provides customizable dashboard widgets and advanced permission settings for seamless user access and control.

Dashboard Widgets and Permissions

Progreda Help offers a user-friendly default dashboard that streamlines your workflow with intuitive tools and insights.

Default dashboard

Progreda Dashboard helps you efficiently manage and analyze your data with a user-friendly interface

​How To Use The Progreda Dashboard

"Learn how to easily change and customize your dashboard themes to suit your preferences and branding."

How to Change and Customize your Dashboard Themes

Progreda Help's Dashboard offers real-time visitor data insights through interactive widgets.

Dashboard: Visitor Data Widgets

Progreda helps streamline dashboard management with intuitive general widgets for easy access to key metrics and insights.

General Widgets in the Dashboard

Progreda's Timezone Switcher allows users to easily switch between timezones on dashboards for accurate, localized data viewing.

Timezone Switcher on Dashboards

Progreda Help provides seamless dashboard exports and detailed datapoints for efficient data analysis and reporting.

Dashboard Exports and Datapoints

Progreda Help: Quickly grasp the purpose and function of each dashboard widget for smarter insights and faster navigation.

Understanding Dashboard Widgets

Progreda Help: Easily manage and access your contacts with intuitive widgets right from your dashboard.

Contacts Widgets In The Dashboard

Progreda Help: Effortless guidance for customizing your dashboard to match your workflow.

Customizing The Dashboard

Learn how to use Progreda's call tracking widgets in your dashboard to monitor and optimize call performance effortlessly.

How to Use Call Tracking Widgets in Dashboard

Progreda Help: Instantly access support and guidance through interactive conversation widgets right from your dashboard.

Conversation Widgets in the Dashboard

Progreda Help: Streamline your subaccount management with intuitive dashboards, payment insights, and customizable reporting widgets.

Subaccount Dashboard and Reporting: Payment Insights and Widgets

Progreda Help: Quickly learn how to create a new dashboard using templates for streamlined setup and customization.

How to Create a New Dashboard Using Templates

Progreda Help Dashboard: Your central hub for quick support, guidance, and streamlined solutions.

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Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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