The Bolster platform provides a comprehensive dashboard that allows users to monitor key business metrics effectively.
Accessing the Dashboard
Navigate to the Dashboard:
- From the Estimating or Pipeline page, click on the Insights tab. This action will direct you to the dashboard interface.
Dashboard Features
Key Metrics:
Upon accessing the dashboard, you will encounter several critical metrics, including:
- Estimate Sent: Track the number of estimates sent to potential clients.
- New Leads: Monitor the influx of new business opportunities.
- Book Projects: View the projects that have been successfully booked.
Customization Options:
The dashboard is equipped with various charts and graphs that visually represent your data. To tailor the dashboard to your specific needs:
Organize Charts and Graphs
- Click the six dots button from the top left corner of each chart or graph.
- Drag and drop these elements to rearrange them, prioritizing the most crucial metrics at the top of your dashboard.
Benefits of Customization
- Customizing your dashboard allows you to focus on the metrics that matter most to your business.
- By tracking these metrics, you can gain insights into your company's financial health and overall performance within the Bolster platform.
The Bolster dashboard is a powerful tool for visualizing and managing your business metrics. By following the steps outlined above, you can customize your dashboard to better suit your needs, ensuring you have the most relevant information at your fingertips.