Dashboard Analytics

Real-time business intelligence on your dashboard.

KPI Cards:

• Active Projects - Current jobs in progress
• Monthly Revenue - Sales with target comparison
• Quote Conversion - Rate and count
• Pending Tasks - Action items
• Upcoming Appointments - Next 7 days

Target Tracking:
Set targets per user:

• Daily, Weekly, Monthly, Quarterly, Yearly
• Visual progress bars
• Color-coded status:
  🔴 Red: <50% of target
  🟡 Yellow: 50-80%
  🟢 Green: >80%

Team Performance Widget:

• Leaderboard view
• Quote count and revenue per dealer
• Conversion rate comparison
• Requires 'view_team_performance' permission

Revenue Charts:

• Daily/Weekly/Monthly trends
• Compare to previous periods
• Revenue by source/channel
• Profit margin tracking