Module Overview

Dashboards & Reporting

Co-Flo Dashboards & Reports provide real-time data on leading and lagging indicators of performance to keep your finger on the pulse of operations.

Intuitive UI allows bespoke dashboards to be tailored to specific business requirements. No need to talk to technical support – charts and dashboards can be easily built and modified using our dynamic no-code interface.

Insights to drive improvements

Co-Flo dashboard tabs can be tailored to a particular audience through our intuitive, no-code controls. Staff can keep track of their workflows and manage their efforts and service levels accordingly. No more “management by inbox” - Co-Flo’s task and reminder tables on dashboards ensure priorities are clearly visible and drive the right behaviour.

Management can assess team workloads to pre-empt bottlenecks, empowering them to take action before impacting client service levels.

Tools to equip and empower team managers

Take business and department management to the next level with tailored management dashboards displaying real-time data.

Quickly identify cases that are taking too long to resolve to mitigate impact on client satisfaction. Report on trends and identify opportunities with tailored senior management views to deep dive into issues and explore opportunities to improve. Generate rich time-series data to identify trends by parameters such as department, matter type, team members, and more.

Agile changes and real-time updates

Co-Flo’s BI Designer interface allows you to make changes on the fly. Insert a new chart? Sure. Change chart type, colours, or data? Too easy. All this can be done quickly and intuitively by a business user. No need to call tech support.

Any updates to Matter Management fields are reflected instantly in Dashboards. No lags. No technical mapping required. If it is a field that can be completed anywhere in Co-Flo – then you can report on it.

Fast, custom reports

Win your precious time back by having Co-Flo run your reports for you. Select your required data fields, and Co-Flo will extract the most up-to date information in the format you require. Saved Reports can be created for regularly extracted information, saving your team even more time.

Access security & control

As with all Co-Flo features and functions – information, data and business intelligence access is carefully controlled. Whether it is at a user group level or at an individual level – you have full control over who can see information, who can extract information and who can drill down into deeper information. Co-Flo’s access control user interface allows you to easily control and views your data security and access settings, helping you tightly manage your risk.