Overview Agency

See overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.


The customer overview feature has a lot of useful information.

Customer Specific Statistics

  • Total appointments
  • Total Income
  • Total Expense (interpreter earnings)
  • Total Profit (income minus expense)
  • Appointment Graph:
    • Blue line of appointments per month
    • Gray line of unbilled appointments per month
    • Green bars of profit per month
  • Appointment Status Pie: See a pie chart of the different status for that customer to gain insight on how appointments resolution for that customer.