**Understanding Sub Account Dashboard and Reporting: Default Dashboard Override Through Snapshots**
In the world of CRM platforms, the ease of managing and reporting across multiple sub-accounts is vital for small to medium-sized business owners, coaches, consultants, and other service providers. The recent update regarding the ability to push and override default dashboards through snapshots is a significant advancement in this domain.
**What Has Improved?**
Historically, when default dashboards were pushed through snapshots, they failed to update automatically, necessitating manual configuration at each target location. This extra effort was a hurdle for ensuring precise reporting. With the recent improvement, users can now push dashboards, including default ones, seamlessly. This not only ensures that all new sub-accounts have accurate reporting capabilities from the get-go but also enhances the overall efficiency of CRM usage.
**How Does It Work?**
The process is straightforward. When creating a snapshot, users must select the desired default dashboard from the list. Once the snapshot is applied to a new sub-account, the default dashboard is automatically included and set up. This eliminates the need for additional manual steps and streamlines the process significantly.
**Why Is This Change Important?**
By automating the setup of default dashboards, this update significantly enhances the user experience. For CRM users, this means saving time and resources, allowing them to focus more on strategic business activities rather than operational tasks. This improvement is particularly beneficial for those utilizing platforms like HighLevel, Kajabi, HubSpot, ClickFunnels, and other funnel builders and CRM tools, as it promotes more efficient use of AI and automation in their operations.
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