Getting a quick snapshot of your company's Key Performance Indicators is now a click away!
Get a quick snapshot of:
- new and existing customers' activity
- job statistics and averages revenue per job
- estimate conversion ratio
- accounts receivable summary
- payment collection by type
- jobs & estimates by category and source
- locations of jobs and estimates on the map
With service technician leaderboard and more widgets coming in the next iteration.
You will be able to personalize your widgets to get the most accurate statistics that are relevant to your company.
For example, to estimate your Estimate to Job conversion ratio, you can configure your estimate statuses in the widget dialog.
Other widgets have similar configuration dialogs and will allow you to tailor your data to your liking.
We'd love to hear your feedback and suggestions regarding this new feature. If there are certain KPIs that you'd like to see added to this dashboard in the future, please send us an email at firstname.lastname@example.org.