Total Synergy

Everything you need to know about the recent chats dashboard report

Dashboard Reports - Recent Chats

Everything you need to know about the monthly invoice totals dashboard report

Dashboard Reports - Monthly Invoice Totals

Understanding the Synergy Analytics dashboards.

Reading your Analytics and Analytics Plus Dashboards in Synergy

Details of the Hours by Project dashboard widget

Dashboard Reports - Hours by project

Details on the Staff Members dashboard widget

Dashboard Reports - Staff members

Dashboard Reports - Notes

Details about the Win/Loss dashboard widget

Dashboard Reports - Win/Loss

Details on the Budget vs Actual dashboard widget

Dashboard Reports - Budget vs Actual

Understanding Business Intelligence in Synergy

Everything you need to know about the project profit dashboard report

Dashboard Reports - Project Profit

Synergy Analytics - Business Dashboard

Everything you need to know about the utilisation dashboard report

Dashboard Reports - Utilisation

Explaining the tasks, to-do's and recent projects dashboard widgets.

Tasks, To-do's and Recent Projects

Everything you need to know about the transaction mark up dashboard report

Dashboard Reports - Transaction Markup

Everything you need to know about the Aged Debtors dashboard report

Dashboard Reports - Aged Debtors

Everything you need to know about Aged WIP

Dashboard Reports - Aged WIP

Everything you need to know about the missing timesheets dashboard report

Dashboard Reports - Missing Timesheets

Synergy Dashboard Security Overview

Synergy Analytics - Projects Dashboard

Synergy Analytics - Resources Dashboard

Synergy Analytics - Sales Dashboard

Synergy Analytics - Financials Dashboard

Details on the Recent Contacts dashboard widget

Dashboard Reports - Recent Contacts

Synergy Analytics Overview

Dashboard

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Create your workspace and invite the people you work with.

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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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