Dashboard Overview
Your firm's home page, and what each part of it shows you.
The Dashboard is the first screen shown on login, giving an overview of the whole practice without opening a specific client or job.
Ziffy Executive Intelligence
A plain-English summary generated by Ziffy: how many active jobs exist, how many are in review, the average sign-off velocity in days, and how many client queries are overdue.
Focus Items
A panel listing outstanding items requiring attention: client queries pending, questionnaire responses missing, jobs ready for review, jobs ready to run Zato's automation, and jobs still awaiting setup. An Executive Signoff button sits alongside it.
At a Glance Tiles
A row of four summary statistics.
Jobs in Review: the count of jobs currently at the In Review status.
Sign-off Velocity: the average calendar time a job takes from creation to final sign-off, shown in days. Measured all-time by default, configurable to a trailing window.
Revenue at Risk: the combined agreed fee value of every job currently at In Review or Review Completed, revenue earned but not yet banked. A job in this group with no fee recorded is excluded rather than estimated.
Recovery: shown as Coming soon. Recovery would be Fee divided by WIP, the cost of work performed, and Zato does not yet capture staff hours or per-person charge rates, the two inputs WIP requires.
All four tiles use the same formulas for every user, scoped automatically to what that person can see. A Director's tiles reflect the whole firm; a Manager or Admin's reflect their assigned branch; every other role sees only their own assigned clients and jobs.
Job Pipeline
A visual bar showing the number of jobs in each stage (Job Setup, Ready to Process, Processed, Signed off), and the average number of days spent in each stage. Toggle between total fee value, WIP value, or Recovery percentage. A warning is shown if jobs are missing a fee value.
Needs Your Attention
A filterable list (All, Client, or Job) of specific outstanding items, each showing how long the item has been outstanding, with a Chase button to follow up without leaving the Dashboard.
How to access: Dashboard in the left-hand navigation, the default landing page after login.
Notifications & Approvals
Two icons sit at the top right of every screen: Notifications and Approvals.
Notifications
Shows a running feed of updates relevant to your clients and jobs, new queries, status changes, and other activity requiring attention. A count badge shows how many notifications are unread.
Approvals
Shows a count of pending approval requests raised across your clients and jobs. Selecting it opens a panel listing every pending item, grouped by category.