Applied Epic Dashboards are transforming the way agencies use their data. Available in the browser version of Applied Epic, these dashboards provide visual charts and graphs tailored to each role in the agency—helping everyone from account managers to principals make faster, smarter decisions.
Whether you’re leading the agency or managing day-to-day servicing, this guide will help you get the most out of Epic Dashboards and turn your data into actionable insights. Download your free copy today and take the next step toward efficiency and growth!
How to grant user access and other important notes for getting started
Role-specific dashboards for owners, accountants, IT/operations managers, sales managers, producers, department managers, and account managers
How each role can leverage dashboards to track performance, streamline workflows, and identify opportunities for growth
Tips on creating and modifying dashboards using the Asset Builder
Fill out the form to download your copy of The Ultimate Guide to Applied Epic Dashboards!
Get this free guide!
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
