Using Insights on the Dashboard

Overview
The Dashboard gives you an overall snapshot of how your business is doing and how busy you are, with insights on things like active jobs, job schedule, assignments, your pipeline and cash flow. You can customize it to show the insights, or widgets, that matter most to you, including information that isn't on your pipeline.

Open the Dashboard

1. In the left-hand menu, click Dashboard.

The Dashboard shows widgets such as Recommended actions, Pipeline, Assignments, Job schedule, Active job sites, Cashflow summary, Outstanding balances and Past due invoices.

Customize Your Dashboard

1. In the top right corner, click Customize. The Customize dashboard window opens.

2. Review the list. The widgets currently on your dashboard are highlighted under Widgets. More options are listed under Charts, such as Quick actions, Overview, Project statuses, Lead conversions, Finances, Top booked projects and Labor vs material costs. Hover over an option to see a short description of it.

3. Click a highlighted widget to remove it from your dashboard, or click any other widget or chart to add it.

4. When you're finished, click the X in the top right corner of the window to close it.

Why This Matters

• You get an overall snapshot of how your business is doing and how busy you are, in one place.
• You can add the insights you find important, including information that isn't shown on your pipeline.

Summary

Click Dashboard in the left-hand menu to see overall business insights such as active jobs, job schedule, assignments, pipeline and cash flow. Click Customize in the top right corner to add or remove widgets and charts so the dashboard shows the information that matters to you.