June 17, 2020
New Dashboard Tool
Announcing: new service for Level 2 Accounting Clients!
One of Miller Management’s Core Values is regarding “Creativity and Innovation.” Plus, we pride ourselves in being a resource for our clients while providing timely and helpful financial information. With those policies in mind – and listening to client feedback – we are happy to announce a new standard Level 2 service: the Client Dashboard email.
In Your Inbox:
For those already receiving your weekly email, you are familiar with this new service. For those of you having email envy, let’s take a quick tour.
The dashboard provides our clients an easy-to-understand snapshot of their financial position. While it only represents the data we have received and processed up to that point, … it can provide valuable, timely financial insight. – MM Dashboard Developer
The first page of the dashboard report is a graphical representation of key financial indicators and the second page contains the detailed numbers behind the graphs.
Sample dashboard graph:
For the Future:
This new service that launched {ahead of schedule} is in Phase I with a Customizable Phase II option, now available! Speak to your MM Accountant for details.
The MM team wanted to provide this service, during a time of what could have been financial unrest, to provide timely information to help our clients better financially plan each week.
Client Dashboard Quotes:
We’ve already received some nice support for this new tool, so we will leave you with some of those quotes.
“This is very helpful.”
“I really appreciate this information.”
“This really meets a need we have.”
“…this is a very helpful and timely tool.”
“That is a very nice report. It should be helpful in communicating with church members.”
“This is absolutely wonderful!”
“This is SUPER helpful…”
– current dashboard users
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