Dashboard Widgets
The Company Dashboard is made up of the following widgets. They can be reordered or hidden per workspace; this page describes each one at its default settings.
Summary Figures
Section titled “Summary Figures”Three headline numbers at the top of the board:
- Month Sold — total value of quote options approved this calendar month.
- YTD Sold — total approved from 1 January to today.
- Open Pipeline — value of quote options still sitting in non-final statuses (e.g. Sent, Pending).
Month Goal
Section titled “Month Goal”A progress bar and percentage showing this month’s sold value against the configured month goal. Set the goal under Manage → Goals. The bar turns green once you exceed 100 %.
Month Sold Comparison
Section titled “Month Sold Comparison”Side-by-side bars of this month’s sold value vs the same month last year, with a percentage change. Useful to spot seasonal swings at a glance.
YTD Sold Comparison
Section titled “YTD Sold Comparison”The same idea as Month Sold Comparison, but for calendar year to date vs the previous year.
Monthly Sold Trend
Section titled “Monthly Sold Trend”A 12-month rolling line/column chart of approved sold value. Makes it easy to see seasonality and whether the current month is ahead of trend.
Marketing Table Board
Section titled “Marketing Table Board”A table of lead sources (how the customer heard about you) with number of quotes, total sold, and conversion rate. Uses the lead source set on each quote request.
Dynamic Metrics Board
Section titled “Dynamic Metrics Board”A configurable tile board — each tile is a KPI with a label, value, and colour band. Administrators pick the KPIs and thresholds; dynamic metrics refresh on every dashboard tick.
Fixed Metrics Board
Section titled “Fixed Metrics Board”Similar to Dynamic Metrics but the tiles and their target values are fixed at setup time. Use this for “north-star” figures that shouldn’t move (e.g. quarterly goal, annual target).
Business Unit Sold Widget
Section titled “Business Unit Sold Widget”Breakdown of sold value by business unit. Each business unit shows its own progress and a small avatar/logo. Useful when one workspace runs multiple trades.
Leaderboard
Section titled “Leaderboard”A ranked table of technicians/salespeople by sold value this month, with avatars and an optional “since last week” delta. Hovering a row shows the user’s conversion rate.