My Practice Cloud (MPC)

Shows performance against target month by month, and shows comparison to the current and previous financial year.

The source of data is the Workflow Compliance Detail Report.

💡 Top tip: Mouse over the dots to show the workflow compliance % figure.

Enlarge: Click this button to make the graph almost full screen size.

Data: Click this button to show the data points in a table.

Legend: Toggle legend boxes to switch on or off plot line on the graph.

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Toggle plots by clicking on the keys below:

Workflow Compliance % Data Tile

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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.

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

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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