Dashboards and scorecards

Use dashboards to monitor business metrics in real-time.

Get started
Dashboard settings
Dashboard modules
Scorecards
Custom dashboards

Dashboard features

From the dashboard, you can:

Get instant daily sales and revenue metrics
Review revenue trends for the past 18 months
Track and visualize technician and CSR performance
Monitor call and booking rates by CSR and marketing campaign
Match dashboard key performance indicators (KPIs) directly with your reports
See job and revenue details on the interactive Heat Map
Use the dashboard as a leaderboard for technicians and CSRs

Note: The Modular Dashboard supports Google Chrome version 86 and above. Make sure to update your browser to access all the dashboard features.

Get started

Set up your account for the Modular Dashboard Map business units to Technician Scorecards Filter dashboards

Dashboard settings

Manage global dashboard permissions Manage Modular Dashboard settings Manage custom dashboard settings

Dashboard modules

Dashboard business metrics Dashboard call metrics Dashboard CSR metrics Dashboard Heat Map

Scorecards

Technician Scorecards Marketing Scorecards Use the mobile scorecard

Custom dashboards

Create and edit custom dashboards Custom dashboard modules Share custom dashboards Manage custom dashboard filters

Prebuilt dashboards

Commercial Dashboard

FAQ

Dashboard and Scorecards - FAQ

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.