Dashboards
Details about the Beegle dashboards and how they are displayed
How are you tracking?
Description This dashboard displays progress towards a client's goals. More specifically, the ...
Next steps & Achievements
Description This dashboard has two tabs: Next steps Lists, in date order, anything that ne...
Are you still covered?
Description This dashboard reports on a client insurances relative to insurance needs, while als...
Account Balances
Description Lists all assets and liabilities for a client group. By default the filter is set ...