Dashboard Module

Dashboard Overview

The Dashboard is your central workspace for daily operations, revenue visibility, and team activity monitoring.

Use it to:

• Track requests, quotes, jobs, and invoices

• Review financial trends across months

• Monitor team availability and live status

• Build and save custom dashboard layouts

Accessing the Dashboard

• Open Dashboard from the left navigation.

• Use the top-right controls to switch between Dashboard and Business Dashboard.

• Use the time filter (for example, 1 Month) to change the reporting window.

Standard Dashboard

The standard Dashboard focuses on operational queues and daily execution.

Top KPI Blocks

• Request: New, Today, Unscheduled, Completed

• Quotes: Created, Sent, Approved, Rejected

• Jobs: Created, Scheduled, In progress, Completed

• Invoices: Drafts, Payment all, Paid only

Daily Activity Areas

• Today’s Jobs: appointment totals and job list with assigned team members

• Today’s Assessment: visit windows, notes, and assigned technicians

Business Dashboard

Business Dashboard highlights finance and performance using charts and summary widgets.

Revenue and Invoice Analytics

• Invoice Amount and Revenue Amount cards

• Monthly comparison chart with year selector

• Job Amount chart for operational workload trends

Invoice and Quote Summary

• Total counts and amounts for invoices and quotes

• Status distribution (Drafts, Awaiting, Due, Paid, Created, Sent, Approved, etc.)

Team Snapshot Widgets

• On Leave Today

• Who’s Working (clock-in and status)

• Leaderboard (completed jobs)

Switch Dashboard Views

Use the dashboard dropdown near the page title to switch between dashboard templates.

• Click the dashboard name (for example, Business Dashboard).

• Select the dashboard view you want to open.

• The layout and widgets refresh based on your selected dashboard.

Create Custom Dashboard

Create a custom dashboard when you need a focused layout for a role, process, or business objective.

Steps

• Click Create a Custom Dashboard.

• Enter the Custom Dashboard Name.

• Click Save.

Custom Dashboard Builder

After creating a dashboard, use the builder workspace to design, preview, and save layout changes.

• Select your custom dashboard from the top-left dropdown.

• Add and arrange widgets on the main canvas.

• Use the right-side preview panel to validate the final card appearance.

• Use Save Layout to persist your widget arrangement.

• Use the Ask AI panel to generate or refine dashboard content and then save.

Best Practices

• Use the standard Dashboard for daily operations and queue follow-up.

• Use Business Dashboard for financial and trend analysis.

• Keep custom dashboards role-specific to reduce visual clutter.

• Review status widgets regularly to identify overdue items quickly.

Troubleshooting

• Dashboard not visible: Confirm your user role has dashboard access.

• Data not updating: Verify the selected time filter and refresh the page.

• Custom layout not saved: Use Save Layout before leaving the page.

• Missing widget values: Check module permissions and source records (jobs, quotes, invoices).