ProLine

Overview tab on the Proline dashboard serves as a high-level summary of your account activity without getting into more detailed reports.

Dashboard: Overview

Dashboard: Usage

This guide will walk you through its structure, features, user access levels, and administrative controls.

Dashboard: Leaderboard

This guide breaks down its components and provides actionable insights on how to use each feature effectively.

Dashboard: Marketing

This article will walk you through the Sales Report in ProLine, a powerful tool designed to give teams a sales view of their performance.

Dashboard: Sales

The Production Report in ProLine is designed to help production managers and company owners monitor KPIs and assess project progress.

Dashboard: Production

This report can be your go-to resource for maintaining profitability throughout your organization.

Dashboard: Profitability

The Activity Report is a tool for gaining real-time visibility into the ongoing inbound and outbound communication within your business.

Dashboard: Activity

This article walks through the basics of the Map Report to support smarter decision-making and performance analysis.

Dashboard: Map

This dashboard shows revenue company-wide coming from closed projects, sent and approved quotes, and referrals.

Dashboard: Cashflow

Learn how to use the Bulk Reschedule feature to reschedule multiple events at once when weather, emergencies, or scheduling conflicts require moving entire days of work.

Events: Bulk Reschedule

Laura Acosta

Overviews of all dashboards within ProLine

Dashboards

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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