Dashboard & analytics

Both live under Overview in the sidebar. Dashboard is the daily read: today's numbers, today's calendar, and what needs attention. Analytics is the deeper reporting page, built from widgets you arrange yourself. Owners and Operations see both. Estimators see the Dashboard but not Analytics. Crew see neither and land in Field Ops instead.

One screen, no setup. Everything is derived live from your own leads, jobs, and payments.

1. 1Four stat cards across the top: Pipeline Value (with the weighted total underneath), Close Rate, Revenue MTD against last month, and Active Jobs with your backlog.
2. 2Revenue: the year so far against target, month by month.
3. 3Today: every event on today's schedule, in order.
4. 4Pipeline: each open stage with its total value and lead count, and a link straight to the board.
5. 5Needs Attention: the things that will bite you if nobody looks.

Ten widgets in the catalog. Seven are on your page to start, and the last three are waiting under Add widget.

1. 1Key metrics: revenue for the selected range, pipeline value, close rate, and active jobs with backlog.
2. 2Revenue vs. target: monthly revenue as a filled area with the target as a dashed line.
3. 3Job-grade distribution: how many finished jobs landed in each A to D margin grade.
4. 4Average margin by project type: where margin is strongest across your work types.
5. 5Lead source mix vs. target: your actual sourcing against the channel targets.
6. 6Permit performance: first-pass approval rate and average days to approval.
7. 7Estimating accuracy: budget vs. actual cost on finished jobs.
8. 8Pipeline by stage, Projects by status, and Win / loss: the three you add yourself.

The layout is saved to your login rather than to the company, so yours can differ from everyone else on the team, and it follows you to whatever device you sign in on.

1. 1Go to Analytics and click Customize.
2. 2Drag the handle in the corner of a widget to move it up or down.
3. 3Click the X on a widget to take it off your page. Nothing is deleted, it goes back in the catalog.
4. 4Click Add widget to bring one back or add one you have never used.
5. 5Click Reset to return to the seven default widgets.
6. 6Click Done. Every change saves as you make it.

Revenue counts payment milestones that have been paid. A milestone flips to paid when the invoice covering it is settled in full, so the chart tracks money you actually collected, not money you billed. Months are cut in your business timezone (Settings → Business profile), so everyone reads the same number wherever they open it. The This month / 3 months / YTD switch at the top of Analytics only moves the Revenue vs. target chart and the revenue figure in Key metrics. Every other widget is all-time.

Not yet. The dashed target on the revenue chart is a fixed $40,000 a month, and the lead-source targets are fixed too: Google 40%, Referral 25%, Social 15%, Partner 10%, Repeat 10%. Treat them as a reference line rather than as your plan. Your job-grade cutoffs and margin floor are configurable, in Settings → Estimating.

Every open stage carries a win probability, so the weighted number is what your pipeline is realistically worth rather than the sum of every hope. New Lead 10%, Qualified 20%, Consultation 35%, Site Visit 50%, Proposal Sent 70%. The total sits under Pipeline Value on the Dashboard, and each deal shows its own figure, labeled Weighted, when you open the lead.

Each job is graded on its gross margin: A is Premium, B is Standard, C is Acceptable, and D is Below target. Out of the box A is 28% and up, B is 20%, C is 15%, and anything under C is a D. Cutoffs cascade A to B to C, and the same grades drive the live margin meter on estimates.

1. 1Open Settings → Estimating (Owner and Operations only).
2. 2Find Job grading and set the margin floor for A, B, and C. D is whatever falls below C.
3. 3Save. Grades recalculate everywhere, including the Job-grade distribution widget.

Only finished work: projects at Complete, Warranty, or Archived. Live jobs are left out on purpose, because a job with a single small cost logged would grade off a near-perfect margin and skew the picture. Once a job has any logged cost, its grade uses real costs. Until then it uses the planned margin from the estimate.

One dot per finished job that has logged costs: budget along the bottom, actual cost up the side. A dot below the dashed line came in under budget, and a dot above it ran over. It is the fastest way to see which kind of work you keep underbidding. If it's empty, you have no closed jobs with costs logged yet.

First-pass approval is the share of permits whose very first review came back approved, counting only permits that have actually been reviewed. Average days to approval is calendar days from submission to approval across approved permits. Both show a dash until you have permits that have been through a review cycle.

The Needs Attention card on the Dashboard and the bell in the top bar are the same list: stale leads, permits needing corrections, overdue payments, proposals and service plans gone quiet, schedule conflicts, subcontractor documents lapsing, warranties about to expire, and an expired contractor license. Click a row to go straight to it.

1. 1Click the X on a row to dismiss just that one, or Dismiss all in the bell to clear the lot.
2. 2A dismissal sticks across reloads and devices, and clears when the situation behind it changes, so a permit that escalates from corrections to rejected comes back.

Analytics is an optional module. Turning it off hides it from the sidebar and the command menu, and the URL sends you home if you try it directly. The Dashboard is not a module and always stays.

1. 1Open Settings → Modules (Owner and Operations only).
2. 2Switch Analytics off or on. It takes effect right away for everyone in the company.

There is no export button on Analytics itself, and no scheduled or emailed report. To get your numbers into a spreadsheet, go to Settings → System data and click Export records. You get a ZIP with one CSV per record type, including leads, projects, invoices, and cost entries, so you can rebuild any of these figures yourself. Leads and contacts also export straight from their own pages.