Your home page takes all of the activity happening in your firm and distills the things that matter most into a series of tiles, which display single-value metrics, alongside different charts of various types, each of which can be clicked to reveal the records related to them in a record table, which allows you to take action where required. If that wasn't enough, it's also where you'll find your most important agenda items as well as business and client-related news articles. We'll explain each of these in a bit more detail below.
Surface key metrics with tiles
Tiles look for a set of records matching certain criteria and summarise a single value across the records, typically a count of how many records were found, and are displayed in a tile row, which you can expand or collapse to bring it in and out of focus. For example, every app includes a row at the top of the page called "My Tasks", which includes tiles that summarise your open, due & overdue and delegated tasks.
Clicking on a tile reveals a table containing the related records beneath the tile row, including filters to further refine the table, row actions found in the overflow menu on the right side of each table row, and mass actions that you'll see once you select one or more records. When you look at a list of task records found in a tile's record table, you can choose the "Complete Task" action from a record's row menu, or select multiple tasks and complete them at once using the "Complete Tasks" mass action.
You can close the tile's table by clicking the tile again, or the close button, and switching between tiles updates which table is visible on-screen. If a tile doesn't return any records, it displays a zero and can't be expanded. See a short video of tiles in action below:
Leave no territory uncharted
To stay informed about what's happening with your clients, prospects and the rest of your network, you're going to need more than simple metrics. This is why Practifi ships with charts of various types and includes an assortment of them on each app's home page, consolidating data from the far-flung corners of your firm's world into a single location and visualising it effectively.
Much like our tiles, you can expose a list of related records inline by selecting the "View data table" option in a chart's settings menu, but you can also focus on the records found in a particular chart segment by selecting it directly. Record tables support filtering, searching and sorting here as well, so you can drill into some serious detail.
Charts can display additional information in different ways: Some include itwhen you hover over data segments, others allow you to select a segment and open a drill-through chart containing a secondary visualisation relating to the records in the selected segment. Take a look at how our charts work in this short demonstration video:
Everybody has an agenda
The agenda lives in a tab on the home page's side pane, and it's the place to go to see all your meetings taking place and tasks due today without needing to open specific tiles. You can access other task views from here as well, such as "My Tasks" and "All Overdue".
The other tab is News, which starts out by displaying "General Business News" from leading news agencies such as Reuters and the Wall Street Journal. As you add organizations to Practifi and define industries for each of them, these will start to affect the content you see in your news feed. You can find out more about how the news feed work in this Salesforce Help article.