Understanding Your Dashboard

The Dashboard provides a real-time overview of your business performance with customizable KPI cards and widgets.

Note: KPI cards and Dashboard Widgets are configurable per user: 
Settings → Business → Team → Edit User → Dashboard

KPI Cards

Primary KPIs

• Total Revenue - Sales performance vs. targets (monthly)
• Active Projects - Current jobs in progress
• Pending Quotes - Awaiting client response
• Total Clients
• Appointments Booked - Next 7 days

Email KPIs

• Emails sent
• Open Rate
• Click Rate
• Avg. Time Spent

Business KPIs

• Conversion Rate - Quote to project ratio
• Avg Quote Value
• Completed Jobs
• Response Time

Dashboard Widgets

Finance

• Revenue Trend Chart - Visual performance tracking (Requires: view_revenue_kpis)
• Sales Pipeline (Requires: view_revenue_kpis)

Analytics

• Jobs by Status (Requires: view_all_jobs)
• Rejections and Cancellations (Requires: view_revenue_kpis)
• Quick Actions - Create quote, add client, schedule appointment
• Store Analytics
• Team Performance - Leaderboard and metrics (Requires: view_team_performance)
• Project Status
• Recently Created Jobs

Integrations

• E-Commerce Setup
• E-Commerce Integration (Requires: view_shopify)
• Shopify Store Performance (Requires: view_shopify)
• Product Sync Status (Requires: view_shopify)
• Product Categories (Requires: view_shopify)
• Products Online
• Calendar Connection - Preview today's and upcoming appointments

Communication

• Store Inquiries
• Team Members (Requires: view_team_members)
• Upcoming Events (Requires: view_calendar)
• Recent Appointments (Requires: view_calendar)
• Recent Emails (Requires: view_emails)

Target Tracking

• Set daily, weekly, monthly, quarterly, or yearly targets
• Visual progress bars with color-coded status
• Per-user targets for team performance management
• Dealer performance widget for team comparisons

Customization

• Drag-and-drop widget arrangement
• Admin can configure KPIs visible per user/role
• Dashboard preferences saved to your account
• Reset to defaults option available