Dashboards
Build a personal dashboard of live charts on your account home page.
Your account home page is your dashboard. It opens with a setup checklist (while there is still setup to do), a link to My Day, and a grid of chart widgets you can add, remove, resize, and rearrange. Each person's dashboard layout is their own — moving a widget changes what you see, not what your teammates see.
New users start with three widgets already placed: Revenue Over Time, Proposal Conversion, and Labor Progress. From there, shape the dashboard however you like.
Add a widget
- On the account home page, click Add Widget.
- In the Add a widget dialog, select the widget or widgets you want.
- Click Add selected.
Available widgets
- Revenue Over Time — monthly revenue for a year, stacked by operation. Use it to watch billing trends and seasonality.
- Sales Over Time — monthly sales by the date the work was created. Good for spotting when demand peaks.
- Sales Leaderboard — your top ten sales reps ranked by won revenue.
- Proposal Conversion — proposals created vs. accepted per rep, with a Conversion % column.
- Labor Progress — actual hours vs. estimated hours for the current week, so you can catch jobs running long while the week is still in progress.
- Margin per Man-Hour — daily margin divided by hours worked, a quick efficiency read on your crews.
- Revenue per Man-Hour — daily revenue divided by hours worked.
Most widgets carry their own small filters — a Year picker, a From/To date range, or an Operations selector, depending on the widget — so two people can point the same widget at different slices of the business.
Arrange and manage widgets
Each widget has a small set of controls in its header:
- Drag handle — click and hold to move the widget to a new spot in the grid.
- Resize handle — drag the widget's corner to make it larger or smaller. Each widget has a minimum and maximum size.
- Refresh — reload the widget's data on demand.
- Cogwheel — rename the widget (useful when you keep two copies with different filters).
- Trash — remove the widget from your dashboard. A confirmation asks before deleting.
If you remove everything, the dashboard shows an empty state — click Add Widget to start again.
Note: The widget grid is permission-gated. Roles without dashboard access (for example crew-focused roles) see the home page without the chart widgets. See Roles and permissions.
When you need more detail
Widgets answer at-a-glance questions. When you need to drill into the underlying numbers — which invoices made up that revenue, which proposals a rep lost — open the matching report from the Reports area instead.