Step 1: Customize your dashboard settings. Go to Settings > Operations > Dashboards, click the Modular tab, and enable the setting toggles you want under Modular Dashboard Settings. See Manage Modular Dashboard settings for more.

Step 2: Set module access by role. Under Modular Dashboard Access, click Edit for each module to select which company roles can view it. Select or deselect View for a role to enable or disable access. To manage access by individual employee, click Manage by role and select Manage individual users from the dropdown. Click Save Changes when done — select Apply changes to existing users to apply the new settings to employees already assigned to that role.

Step 3: Create custom dashboards. From the nav bar, go to Dashboard > Modular Dashboard > Create Dashboard. Name your dashboard and click Create, then add sections and modules from the Module Type dropdown. For custom KPI, report, and visualization modules, see Create and edit custom dashboard modules.

Step 4: Edit custom dashboards. Open a custom dashboard and click Edit Dashboard. Drag modules to reorder them, drag the lower corner of a module to resize it, and use Add Module or Add Section to expand the dashboard. Click Delete to remove a module. Click Save when finished.

Each KPI on the Modular Dashboard is calculated differently. Click the Information icon at the top of a scorecard or module to view a scrollable list of reported KPIs that includes the equivalent report template and column, a brief definition, the calculation method, and any dependencies or notes.

Scorecards show technician KPIs based on completed jobs whose business unit (BU) is mapped to that scorecard.

If no BUs are mapped, you'll see the message "Looks like your scorecards need some setting up."Map business units to Technician Scorecards to resolve this.

If BUs are mapped but no completed jobs exist for the selected filters, you'll see "No data available due to selected filters."Filter the dashboard for a wider date range or additional BUs.

The Sales scorecard shows KPIs for sales jobs whose BUs are mapped to the scorecard. If a technician sells estimates on a non-sales job, those KPIs appear on that job BU's scorecard in the Sales tab rather than the dedicated Sales scorecard.

For a membership sale to appear on the Modular Dashboard, the membership must be sold or renewed on an invoice. Make sure your Membership types are configured with membership sale and Renewal tasks in your pricebook. For more, see Create membership types.