Client Dashboard

Documentation Index

Fetch the complete documentation index at: https://help.ruddr.io/llms.txt

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When you click on a client from the client list screen, you will be taken to the client dashboard (Figure 1). The client dashboard includes five tabs of information which are:

• Overview
• Projects
• Invoices
• Contacts
• Files

At the top of the client dashboard, the client name is shown and an edit button is available on the right side of the screen. The edit button (a pencil icon) will only be visible if you have the Edit client permission on your security role. This button opens up the client drawer where the client information can be edited.

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Overview Tab

On the overview tab of the client dashboard, there are two key areas displayed: 1. Client Details: Here, on the right side of the dashboard, notes about the client are displayed and the relationship owner is identified. The relationship owner must be a workspace member. The relationship owner is likely either the sales or delivery leader who is responsible for the overall health of the client relationship. The team can also find a link to the Cloud Folder, if specified, and can read additional information such as Client Tags and the owning Practice. Figure 1 - Client Dashboard

2. Client Key Performance Indicators: At the bottom of the overview tab, client KPIs are provided (Figure 1). These KPIs reflect the aggregate performance of all projects within the client, including both active and archived projects.

The KPIs provided on the overview tab include:

• Realization Rate - The realization rate is the percentage of all hours worked toward the client’s projects that were billable. Ideally, this figure is close to 100%.
• Effective Rate - The effective rate is the sum of all earned services revenue across the client’s projects, divided by the hours (billable and non-billable) worked on those projects. The effective rate KPI is only visible if you have project-level View time and expenses and project-level View bill rates permissions.
• Services Margin - The services margin is the sum of the gross profit across the client’s projects divided by the sum of all earned revenue on those projects. The services margin is only visible if you have the project-level View profit margin permission.
• Hours - The total hours worked across all client projects including both billable and non-billable hours.
• Expenses - The total expenses across all client projects including both billable and non-billable expenses.
• Revenue - This graph displays a comparison of Invoiced vs. Earned Revenue. Revenue is only visible if you have project-level View revenue permissions.

The KPIs on the Overview tab reflect the performance of all projects within the client, even if you only have access to a subset of those projects.

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Projects Tab

The projects tab (Figure 2) lists all of the projects within the client. The list includes the project name, project code, status, project admin, billing type (w/budget), and create date. To view the project dashboard for a particular project, simply click on the project name. Depending on your security role, you may only see projects listed where you are on the project team. Figure 2 - The Client Project Tab

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Invoices Tab

The invoices tab (Figure 3) lists all of the published invoices within the client. Invoices are only visible if you have client-level Create and edit draft invoices permission and/or client-level View published invoices permission. Figure 3 - View all Invoices for a Client From the invoice list, you can view the full invoice by clicking on a row in the list. That will bring up an invoice preview (Figure 4). Figure 4 - Invoice Preview Accessible from Invoices Tab

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Contacts Tab

The contacts tab (Figure 5) of the project dashboard allows you to keep track of all of your contacts within the client account. To add a contact, simply click the Create a Contact button and fill out the information on the New Contact drawer (Figure 6). Figure 5 - Contacts Tab on Client Figure 6 - Specify Contact Details in New Contact Drawer

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Files Tab

The Files tab is available to those workspaces that have turned on the Client and Project Files feature in workspace settings. On the Files tab (Figure 7), a member can upload files to the client record in Ruddr and, subsequently, access those files. (Note that there is a 20MB file upload limit). There are two types of files that can be added to the client:

1. Administrator Files: These files are only accessible (and able to be uploaded) by members that edit the client.
2. Team Files: These files can be accessed by any workspace member with access to the client. Only members that can edit the client can add Client Team files.

Figure 7 - Access Client-specific Files from the Files Tab To upload files, client administrators will need click on the Add Files button on the top right of the Files tab (Figure 7). This will open the Files drawer (Figure 8), where files can be dropped onto the drawer, or members can click on the screen to select one or more files for upload. Figure 8 - Add a File by Dropping onto the Drawer or Select Multiple Files Once a file(s) has been added to the screen, a member with the appropriate access can open the file for viewing, download a copy of the file, or delete the file. This can be accomplished by hovering the mouse over the file (Figure 9) and selecting the appropriate option from the list of buttons made available. Figure 9 - Open, Download, or Delete a File from the File Management Drawer List View An additional view is available on the Files tab of the client dashboard and is the List view (Figure 11). You can toggle between the Grid view (Figure 7) and the List view by clicking the view button (Figure 10) at the top of the Files tab. Figure 10 - Click the Left Icon to Access the List View of Files. The Icon on the Right will Display Files in Grid View Figure 11 - View / Search Client Files in the List View From the List view, you can search for files by Filename using the search box just above the list of files. To view, download, or delete an individual file, access the action menu (Figure 12) on the respective file’s row. Figure 12 - Take Action on a File in the List View by Accessing the Action Menu