This improvement transforms Custom Dashboards from static summary views into interactive analytical tools — so you can move from summary to insight without leaving the dashboard.
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What's changing?
Previously, Custom Dashboards supported four chart types with single-dimension grouping and static visuals. To investigate a data point, you had to leave the dashboard, navigate to the Reports tab, and manually rebuild filters. This improvement adds six new capabilities — multi-level grouping, target and reference lines, interactive drill-ins, value display modes, boolean key performance indicator (KPI) visualization, and time-series bar charts — so you can analyze multi-dimensional data, benchmark against targets, and investigate records directly from your dashboard.
Before and After
Before (Current)
Open a Custom Dashboard.
View a bar or pie chart grouped by a single dimension (for example, revenue by business unit).
Notice an anomaly or underperforming segment.
Leave the dashboard and navigate to the Reports tab.
Manually rebuild filters to investigate the underlying records.
Impact: Context is lost every time you switch between Dashboards and Reports. Investigation is slow and requires extra steps.
Try the current workflow in your account.
After
Open a Custom Dashboard.
View a stacked bar chart grouped by two dimensions (for example, revenue by business unit, segmented by job type).
Add a target line to benchmark each business unit against your revenue goal.
Click a segment directly on the chart to open a filtered drill-in table of the underlying records.
Toggle between absolute values and percentages to see each segment's contribution.
Impact: Multi-dimensional analysis, benchmarking, and investigation all happen in a single view — no tab switching required.
Test the changes in the NEXT environment.
Who uses this feature
All business types
Administrators, Managers
Region availability: All Regions
How it works for your industry
Residential Service and Replacement
A service manager builds a stacked bar chart showing revenue by technician, segmented by job type (maintenance, repair, replacement). They add a manual target line at their monthly revenue goal and immediately see which technicians are below target. They click a bar segment to view the specific jobs in a drill-in table without leaving the dashboard.
A dispatcher wants to track how recall rates change over time. They build a time-series bar chart using the "Is Recall" boolean KPI (with Boolean KPI visualization enabled) and set the time bucket to Monthly. The chart shows recall trends across the last six months, helping the team identify which months had higher recall rates.
A business owner reviews a stacked bar chart showing marketing spend by campaign type, then toggles to percentage view to see which campaigns represent the largest share of total spend. They use this to prioritize budget decisions in the next quarter.
Commercial Service and Replacement
A service manager tracks preventive maintenance completion rates by building a stacked bar chart grouping jobs by account, segmented by job type. They add an average line to see which accounts are above or below the mean PM completion rate.
An operations manager investigates a spike in warranty jobs. They click the "Is Warranty" stacked bar segment for a specific month to open a drill-in table. The table shows the individual job records — including Job ID hyperlinks — so they can review each job without leaving the dashboard.
A portfolio manager monitors revenue trends across multiple service lines by building time-series bar charts set to Weekly time buckets. The charts show seasonality patterns across a rolling 12-week view, supporting staffing and capacity decisions.
Residential Construction
A project manager builds a stacked bar chart showing project costs by project manager, segmented by cost category (labor, materials, subcontractor). They add a manual target line at their budgeted cost per project manager to quickly spot overruns.
A business owner reviews boolean KPI data by building a bar chart using the "Is Recall" KPI to track how many recall jobs each technician generates. They toggle to percentage view to compare each technician's recall rate as a share of total jobs.
A finance manager tracks monthly revenue over time using a time-series bar chart set to Monthly. The chart surfaces seasonal revenue peaks and troughs, helping the team plan for slower months.
Commercial Construction
A project executive builds a stacked bar chart showing revenue by project manager, segmented by project phase. They add a target line at the expected phase revenue and click underperforming segments to view the individual project records in a drill-in table.
A construction operations manager monitors job costing trends by creating a time-series bar chart grouped by cost type and set to a Weekly time bucket. The visual reveals weeks with unusual material cost spikes, prompting early investigation.
A finance director builds a stacked bar chart showing billed versus unbilled work by business unit, then toggles to percentage view to see which units have the largest share of unbilled work — helping prioritize billing follow-up.
How to Prepare?
Enable Boolean KPI configurations: Have an administrator reach out to Support or your Customer Service Manager (CSM) to have Boolean KPI visualization and any prerequisite configurations enabled. All other enhancements are automatically available.
Identify your top dashboard use cases: Work with your team to decide which dashboards would benefit most from multi-level grouping, target lines, or drill-ins — for example, technician performance or revenue by business unit.
Set target line values: Confirm numeric targets for key KPIs (for example, monthly revenue goals or job completion benchmarks) so administrators are ready to configure target lines when building or editing visualizations.
Train your managers: Walk Managers through the new stacked bar chart, drill-in, and toggle features so they know how to investigate data directly from the dashboard.