Use and build a dashboard

Your most important numbers on one screen, with goals, ready-made boards to copy and a TV mode for the warehouse wall.

WhereInsights›Dashboards

A dashboard is a grid of tiles. A KPI tile is a big number with its trend, a small line and progress to its goal; a chart tile is any report. Use a ready-made dashboard as it is, or make your own.

Steps

  1. Open Insights and pick the Dashboards tab.
  2. Pick a dashboard from the list at the top. It is grouped into Mine, Shared with me and Ready-made.
  3. To change a ready-made one, press Make my own copy. To start fresh, press New, give it a Name, choose Start from and press Make it.
  4. On your own dashboard press Edit, then Add a tile and add the reports you want, as a KPI or a Chart.
  5. On a tile, set the Size (Small, Medium or Wide), Show as and, if it needs one, its own date range. Drag tiles to put them in order.
  6. Press Done.
  7. Press Share to choose who sees it: Only me, Some roles or Everyone in the company with Reports. An admin can also pick the roles that open it first.
  8. Press TV mode to show it full screen on a wall display.

Ready-made dashboards

  • Owner overview: money in, money owed, sales and the busy days ahead.
  • Sales team: leads, quotes, wins and who is bringing them in.
  • Operations: stops, trucks, the crew's timing and the items running short.
  • Finance: payments, balances owed, tax, margin and payroll.
  • Performance Dashboard: the crews against the plan. Whoever has Dispatch also gets Details, and admins the Scorecard.

Good to know

  • Tiles fill in as you scroll to them, and update by themselves a few seconds after an order, payment, quote, lead, stop or hours change.
  • TV mode asks for the numbers again every minute, so it can stay up all day.
  • Goals are set on a report's page with Set a goal. See Build a report.
  • Click a bar or a number on a tile to see the records behind it.
  • Sharing a dashboard needs permission to add reports. Whoever sees it still sees only the numbers their role allows.

If something goes wrong

  • "Dashboards are part of Reports, which is not part of your access yet." Ask an admin to give your role Reports.
  • A tile says "Not available to your role." That tile counts something your role may not see. The rest of the dashboard still works.
  • There is no Edit button. The dashboard is ready-made or someone else's. Press Make my own copy.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
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