A new home for each client

You can now manage and monitor everything related to a client from one redesigned Client Homepage. See reports, goals, alerts, and performance boards at a glance, or access client settings, contacts, data sources, and sharing options - all in one workspace.

The new Client Homepage gives you a centralized place to understand what's happening with a client and quickly take action when needed.

What's new

The redesigned Client Homepage brings everything you need to manage a client together in one place. You can:

• Check performance with reports, goals, alerts, and Boards.
• Manage reports or create new ones directly from the Client Homepage.
• Set up a Client Portal and choose which reports, goals, and Boards to share.
• Share client content with a unique link and optional password.
• Manage client details such as contacts, data sources, assignees, and labels.
• Take quick actions without leaving the Client Homepage.

Why you'll love it

With everything in one place, it's easier to prepare for client meetings, check performance, and spot anything that needs your attention, without jumping between different areas of Swydo.

How to get started

Open a client in Swydo to explore the redesigned Client Homepage and manage their reporting, performance, and settings from one place.