Dashboard - Workflows

Natero offers a high-level overview of all the accounts that are currently in the process of completing a workflow or have completed a workflow. 

Go to "Dashboards" and select "Workflows". You can use the Account Lists dropdown to filter this dashboard by any predefined account list. And further filter the accounts by a particular workflow they have in the Details section.

For each account, you can easily review the status of each workflow milestone, owner of the milestone task and the overall duration of the workflow so far.

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