--- title: Practice Intelligence (Insights) Dashboard description: The Practice Intelligence Dashboard gives you actionable insights into your practice’s efficiency, client engagement, and meeting outcomes. --- [Skip to content](https://kb.zeplyn.ai/en-us/zeplyn-help-center/practice-intelligence-dashboard-zeplyn-help-center#main-content) English - United States Show submenu for translations ![Zeplyn\_Blue & White (1)](https://kb.zeplyn.ai/hs-fs/hubfs/Zeplyn_Blue%20%26%20White%20(1).png?width=225&height=75&name=Zeplyn_Blue%20%26%20White%20(1).png) Open main navigation Close main navigation - English - United States Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Zeplyn Help Center](https://kb.zeplyn.ai/en-us/zeplyn-help-center?hsLang=en-us) 2. [FAQs](https://kb.zeplyn.ai/en-us/zeplyn-help-center/faqs?hsLang=en-us) # Practice Intelligence (Insights) Dashboard ## The Practice Intelligence (Insights) Dashboard gives you actionable insights into your practice’s efficiency, client engagement, and meeting outcomes. With these analytics, managers, advisors, and compliance teams can measure productivity, track client experience, identify firm or advisor niche skills, and make data-driven decisions. ### ![Practice Management](https://ci3.googleusercontent.com/meips/ADKq_NZ4rmhyK3HxziMQhCbIBxtAkzXmHl51b99gV_DYiX0qtXR-YkbViDTrfMrdWW5DqU5rI6cDCjeNDnSA7AGo-2KTE90HenUhsz0YLd-m0T1RTk9cncgskirDSKknyFV_dt2FNbTpPyGhS9Ch5kywcEWTTd4SwwsIUH2iDc2diXZpTicWzxpA8si8TBFT3TcISLyb-Qix0ZurDJhYAepXVw74KVPxID7bM2KTxdIW631b5-m-=s0-d-e1-ft#https://hs-44791422.f.hubspotemail.net/hub/44791422/hubfs/13%20-%20Practice%20Management.gif?width=1120&upscale=true&name=13%20-%20Practice%20Management.gif) ### Dashboard Views The dashboard is divided into **three key metrics views**: ### **1. Client Metrics** Track insights at the client level, such as: - Topics discussed most frequently (e.g., retirement planning, tax planning, estate planning) - Meetings by advisor/client and year - Follow-ups, CRM syncs, and time saved - Client-specific topics (e.g., 401(k) allocations, emergency fund, insurance) 📊 *Use this view to understand individual client priorities and ensure personalized service.* [![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/image-4.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1738957006/6dcc6824fc3fb3cbf36c5e3c98ef/image.png?expires=1767416400&signature=579bf7c67e53744b4f2398c252e9c68b99edeadc1a2949bccb75100d9cadb07e&req=dSckHsB7moFfX%2FMW1HO4zT6EdYwk7%2B7sw7XYF7jBl35%2BeQCHrihLO%2FqVNKbk%0AwQuu%2BJZnVgE6yoWesvw%3D%0A) ### **2. Practice Metrics** Measure activity and efficiency across your practice, including: - Meetings completed per day - Meetings using Zeplyn by advisor - Meeting methods (in-person, phone, virtual) - Tasks assigned and outcomes - Advisor meeting time and prep activity 📊 *Use this view to coach advisors, improve workflows, and identify which methods save the most time.* [![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/image-Jan-03-2026-04-31-55-1443-AM.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1738956388/0e55560216a5816089523a3465f1/image.png?expires=1767416400&signature=1939952ea15fdd28469309a941770d86879f166ac82cd55973e384b352a1a213&req=dSckHsB7m4JXUfMW1HO4zf%2F0Pnb2oIbZXG8mVKoPYV2G4H8dRZanheb7MUO7%0AzHmkxabrYqxBotg4bo8%3D%0A) ### **3. Aggregate Client Metrics** Analyze broader client segment trends: - Average meeting duration - Total time spent by client 📊 *Use this view to evaluate where your firm invests time and whether it aligns with your service model.* [![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/image-Jan-03-2026-04-32-00-1910-AM.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1738955422/e76c1cf5041b7c742c3a985c730d/image.png?expires=1767416400&signature=99194dec975151e62fd4f7cb77e0020b8bba83f143d3318bb10b4d537eab135a&req=dSckHsB7mIVdW%2FMW1HO4zbjAO2qukEH3R6YKbcYwD2cfNjZHs3Kq3uoE26UD%0AFjSeLquBDLnfo9CBmj8%3D%0A) ### Metrics at a Glance Across all views, you’ll see four key roll-up statistics: - **Total meetings completed** - **Email follow-ups generated** - **CRM syncs completed** - **Hours saved** These metrics provide a quick snapshot of how Zeplyn is improving efficiency across your practice. ⚡**Tip:** Use filters to drill into specific timeframes, advisors, or client groups for more focused insights. ### Key Features ### 1. Auto-Track Meeting Completion Automatically monitor whether meeting agendas were completed, helping ensure a consistent and thorough client experience. ### 2. Managerial Dashboard & Analytics Gain a top-level view of meetings, tasks, outcomes, and productivity across your firm. Understand trends, identify bottlenecks, and coach advisors effectively. ### 3. Compliance & Supervision Capabilities Supervisors can review meetings for completion, track agenda coverage, and confirm documentation standards are met. This supports both regulatory oversight and quality control. ### 4. Real-Time Agenda Guidance Advisors receive prompts and structure in real time during meetings, ensuring that important client topics aren’t overlooked. *To become the organization admin for your firm or for additional questions, please reach out to [support@zeplyn.ai](mailto:support@zeplyn.ai).* - [Getting started](https://kb.zeplyn.ai/en-us/zeplyn-help-center/getting-started?hsLang=en-us) - [Integrations](https://kb.zeplyn.ai/en-us/zeplyn-help-center/integrations?hsLang=en-us) - [FAQs](https://kb.zeplyn.ai/en-us/zeplyn-help-center/faqs?hsLang=en-us) - [Zeplyn Agent Nexus](https://kb.zeplyn.ai/en-us/zeplyn-help-center/zeplyn-agent-nexus?hsLang=en-us) [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Zeplyn