In this article:
Dashboards Overview
EMPOWER YOUR TEAM WITH DATA
Experience the power of SingleOps Dashboards, where your data is seamlessly consolidated into a single, unified interface. With Dashboard's clear visualizations and intuitive reports, you can quickly assess performance, identify trends, and make data-driven decisions to propel your business toward growth and success.
All-in-One Data Management: Monitor several key metrics such as Revenue Over Time, Proposal Conversion, Sales Leaderboard, and more at a glance.
Simplify Reporting: Streamline the process of generating reports and analyzing data, saving businesses time and effort while enabling them to make data-driven decisions.
Easy-to-Understand Visuals: Present charts, graphs, and other visual elements in an easily understandable and engaging manner.
Improve Collaboration: Provide a shared platform for your team to exchange information, track customer interactions, and work together on projects.
Additional Notes
All Admins and Operators can use Dashboards. Crew (Limited License) users do not have Dashboard visibility.
All tiers in SingleOps have access to Dashboards
Dashboards are user-specific. Other users on the account will not be able to see your dashboard.
Create Dashboard
The dashboard will start empty so you can fill it with your desired widgets. Use steps below to fill in the dashboard.
Click the Dashboard option in the left hand navigation to open the Dashboards.
Click the Add Widget button to open the widget selection modal.
Select the widget(s) you want to include in your dashboard. Note: See table below for detail on available widgets
Click Continue and the widgets will populate on the dashboard.
Configure Dashboard
Resize the widget by clicking and holding on the bottom right corner of the widget and resizing the widget based on your preference.
Move the widget by clicking and holding the "grid" icon (on the top right). Release the click when done.
Remove a widget by clicking the trash icon.
Edit a widget by clicking the cogwheel icon. At this time, you can only edit the widget's name.
Widgets
Note: Widgets can draw on different underlying reports and date fields, so the same time period may show different totals from one widget to another. See each widget's linked article for the specific report and date it uses.
Widget | Description |
Revenue Over Time | Use this widget to track revenue billed through the year. Ensure your trend is growth! |
Margin Per Man Hour | The first of two Man Hour widgets. Use this one to help assess the efficiency and productivity of your company's workforce. |
Labor Progress Report | Track the actual progress of your jobs with this widget. Keep tabs on how projects are advancing compared to their planned schedule, enabling you to identify any delays or issues early on. |
Sales Over Time | Use this widget to track and analyze past sales trends. It can help you anticipate seasonal patterns and peak demand periods, allowing you to adjust staffing and resources to meet customer needs during busy periods and optimize resource allocation during slower times.
|
Sales Leaderboard | Which one of your sales reps is selling the most? Keep track of your best sales reps and motivate your sales team with the Sales Leaderboard widget! |
Proposal Conversion | Gain further insights into your sales performance and optimize your conversion rates. Use this widget to assess the effectiveness of your sales team as well as set realistic sales goals and forecast future revenue. |
Revenue Per Man Hour | Our second Man Hour report widget. Keep this widget handy as it shows you how much money your jobs bring in for each billable hour of labor. |
Dashboards Overview Video