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Test ALL features
Dashboard & Analytics
Know Where Each Customer Stands
Track customer progress, task status, and engagement from one dashboard. See who's ahead, who's stuck, and what content they're viewing. Set up custom views and status fields to make Valuecase yours.
SPACE VIEWS
Customize your dashboard
View all customer spaces in a list—customize columns to show what matters. Switch to kanban view to visualize by stage. Filter and sort to focus on what needs attention.
ACTIVITY INSIGHTS
See what customers engage with
Track which pages customers open, how long they spend on content, and which videos they watch. Real-time activity feed shows form submissions, task completions, and comments. Know where customers are engaged and where they're stuck.
TASK & ACTION PLAN ANALYTICS
Track progress and completion times
See all tasks across spaces – upcoming, overdue, by assignee. Time to completion analytics show how long projects take. Compare templates, spot bottlenecks, and optimize your processes.
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FAQ
Questions you might have
What is the Valuecase Dashboard?
Your home base for managing all customer spaces. View spaces in customizable list or kanban layouts. See all tasks across customers in one place. Filter, sort, and organize everything to match how your team works.
What analytics and reporting are available?
Activity Insights show which pages customers open, how long they spend on content, and real-time activity feeds. Time-to-completion analytics track how long projects take. Compare templates on metrics like average completion days to identify bottlenecks and optimize processes.
What are Activity Insights?
Combined view of customer engagement and activity. See which pages customers open, how long they spend on content, and what they watch. Plus a real-time feed of all activities—form submissions, task completions, comments. Know exactly what's happening across all spaces.
Can I customize the dashboard views?
Yes. Add custom columns to list view, create custom status fields, filter by any criteria, and save your preferred views. Set up the dashboard to show exactly what your team needs to see.
