Customizing your Dashboard (KPIs and widgets)
The Dashboard is your at-a-glance home for business metrics. Across the top, up to four KPI cards show headline numbers - things like Revenue, Outstanding A/R, Quote win rate, Overdue groups, New customers, and Asset compliance - each with a trend versus the previous period and a link to the matching full report.
Below that is a grid of widgets: Revenue over time, Needs attention, A/R aging, Quote pipeline, Asset compliance, Recurring service coverage, Customer & property growth, On schedule today, Today's visits, and Data health.
Today's visits shows how many of today's scheduled visits are complete, with a progress bar. Visit notes are optional and do not affect completion. Totals and notes refresh every minute while the dashboard is open, and when you return to the tab. Completion follows the Jobs list: a visit is marked complete, or has completed clocked or manually logged work with nobody still clocked in. Timecard corrections are included. The count includes visits with no notes and excludes drafts, cancelled visits, and technician-unavailable blocks. It uses the scheduled day in your business's timezone; a job with multiple visits is counted once per visit.
Below the count, preview notes with the assigned technicians, visit types, and property address. Choose View visit to open the visit details, click a customer name to open the job, or choose View all notes for the full daily visit notes report. Blank and whitespace-only notes are omitted. This widget replaces Visit notes today in your saved layout.
Data health includes a yellow Properties without asset groups row. It counts active properties with no active asset groups; open the row to review those properties.
The Dashboard opens to Last 7 days, including today, with revenue shown by day and comparison turned on. Use Date range to choose Last 7 days, Last 30 days, This quarter, Year to date, or Last 12 months. To choose your own dates, edit Start date and End date, then choose Apply date range. The range updates revenue and the other period-based dashboard metrics. Cancel keeps your current range. Today's schedule and Today's visits always show today.
On Revenue over time, choose Day, Week, or Month to change the chart's detail. Choosing Week expands a preset shorter than four weeks to Last 30 days, so you can see a trend. Custom dates stay exactly as selected, even for a short range. A custom dashboard range can cover up to five years. Switching to a preset starts with daily detail for 7 or 30 days, and monthly detail for longer ranges; custom ranges keep your chart detail. Your date range, chart detail, and Compare choice are remembered separately for your signed-in account and business in this browser. They do not follow you to another browser or device.
Compare overlays a dashed line for the immediately preceding period with the same number of calendar days. For example, Last 7 days compares with the seven days before it. A compact badge beside the total shows the percentage change when the previous total is positive. Hover over or focus the badge to see the previous total and dates; the date label reveals the accounting basis and full current dates. Hover over a chart point to see Current and Previous labels, matching solid/dashed line markers, and exact amounts and dates for both periods. These labels stay hidden when you are not hovering. Weekly groups start on the first day of the selected range; monthly groups use the current period's calendar months. Each comparison group covers the same number of days as its matching current group, including partial weeks or months.
Dates follow your business's timezone. Days with no revenue remain visible at zero, and refunds can make revenue negative. A zero or negative previous total is still shown, without a misleading percentage. Today may still be in progress. Revenue follows your business's cash or accrual accounting basis.
Click Customize to drag widgets into a new order, remove ones you don't need, or add others, then Save layout - your arrangement is remembered in that browser, so it won't follow you to another computer. You can Reset to the default at any time.
Which KPIs and widgets appear depends on what your business has turned on - revenue and A/R need invoicing, and the quote pipeline needs quotes. The Dashboard is part of the reporting area, so it's available to roles that include reporting access. Everything shown is pulled from your live data; if a section can't load, it shows an error rather than placeholder numbers.
Where to find it: Click Dashboard in the left navigation. Use Date range to change the period, and Customize to add, remove, or rearrange widgets, then Save layout.
Related guides
Last updated
Was this helpful?