Dashboards | FAQ

Which Dashboard Should I Use?

1. What question are you trying to answer?

Use this section to pick the right Analytics view:

• “How is my sales pipeline performing?”
  Go to Analytics > Estimates > Sales Pipeline

  • Shows estimates by status (Pending, Sold, Lost).

  • Use this for pipeline volume and conversion.

• “How much has each salesperson sold?”
  Go to Analytics > Estimates > Salesperson Performance

  • Breaks down sales by Salesperson, with totals and status.

  • Best for individual sales results.

• “How much has each estimator sold?”
  Go to Analytics > Estimates > Estimator Performance

  • Similar to Salesperson Performance, but by Estimator.

  • Use this for estimating productivity and close rates.

• “What is happening with my invoices and revenue?”
  Go to Analytics > Invoices / Invoice Listing or Invoice Analytics

  • Shows invoice counts, totals, and payments, often by division, customer, or date.

  • Use this to understand billing and collections.

• “How are my jobs performing vs estimate?”
  Go to Analytics > Jobs / Job Listing / Job Cost Analysis

  • Compare estimated vs actual hours and costs by job.

  • Use this for job costing and to spot problem jobs.

• “What is happening with specific customers?” (Customer 360)
  Go to Analytics > Staff / Customer 360 (if available)

  • Shows revenue, gross profit, and activity by customer over time.

  • Use this to understand customer value and profitability.

• “How many leads / new opportunities am I getting?”
  Use CRM reports and dashboards (not just Analytics):

  • Reports like Referral Source Analysis and CRM dashboards show lead counts and sources.

  • Use this to track lead volume and marketing performance.

2. Things Analytics usually does not show

• Future work beyond supported dates

  • Some views cannot show future years or long‑range future dates.

  • If you can’t see next year’s sold bids, that is a system limit, not a bug.

• Every invoice type in every widget

  • Certain Analytics views may focus on invoices tied to estimates/jobs.

  • Stand‑alone or $0 invoices may not appear in all charts.

If you are unsure where a metric should appear, first decide:

• Is it about estimates, jobs, invoices, or customers?
  Then pick the matching section above.