Only Available With Grow and Premier Subscriptions.
The Dashboard page is a space you can use to visually track your companies
You can also choose to filter using the drop-down menu if you are looking at the Current Month (MTD), Current Year (YTD), Last Month, Last 30, Last 90, Last 365, Last 2 Years, Last 3 Years, or Last Four Years, and if you are comparing that to the Previous Period or Previous Year.
Total Invoices: Comparing the total invoices between both time periods, and your percentage growth.
Total Income: Comparing the total incomes and percentage growth.
Sales by Month: A bar graph chart comparing sales (Y-Axis) by month (X-Axis).
Sales Pipeline: A bar graph which shows what steps your orders are at. The Y-Axis is thenumber of orders, and the X-Axis is the order type (Leads, Opportunities, Estimates, Work Orders, Invoices)
Inbound Calls by Type: Information about your call activities.
Inbound Call Results (Sales): How many inbound call activities turn into the creation of orders or invoices.
Lead Acceptance Rate: The rate that you accept leads.
Opportunity Close Rate: The rate that you close opportunities.
Opportunity Pipeline Value: The value of your opportunities compared to the last period.
Leads by Month: How many leads you have a month in bar graph form. Y-Axis is the number of leads, and X-Axis is months.
Repeat Rate (Residential): Your repeat rate for residential accounts, and percentage growth.
Marketable Base (Residential): Your number of marketable accounts compaired to last period.
Average Invoice by Order Group (Residential): The average invoice by order grouping.
Average Invoice by Order Group (Commercials): The average invoice by order grouping.
Accounts by Type: Number of accounts you have by type.
Residential Accounts by Type: Number of residential accounts by account type.
Commercial Accounts by Type: Number of commercial accounts by account type.
Income by Service: A pie chart which is divided up by your invoice from Residential Services, Commercial Services, or No Service.
Upsale vs. Sales: A pie chart which groups your income for the period by sales and upsales.
New vs Repeat Customers: A pie chart which groups your income for the period by repeat or new customers.
Order Totals by Order Group: Here you can see the total revenue on orders by order group.
Average Appt. Time by Order Group: The average appointment time by order group.
Appointment by Type: A pie chart where your appointments are divided up by appointment type.
New Clients by Lead Source: A pie chart dividing up your new clients by Lead Source.
Repeat Customers by Lead Source: A pie chart dividing your repeat customers by lead source.
Top Campaigns: A pie chart showing your top campaigns (which campaigns are used most often as a Lead Source)
Responses by Campaign Groups: Where the X-Axis is the campaign group and the Y-Axis is the number of responses (Times where that campaign was used as a lead source)
Sales Pipeline: A bar graph, where the X-Axis is the stage the sales are at (Opportunity, Estimate, Work Order, Invoice), and the Y-Axis is the number of orders.
Opportunity Close Rate: The percentage of opportunities that lead to completed invoices.
Opportunity Pipeline Value: The value of your opportunities on the pipeline.
Inbound Calls by Type: Your inbound calls sorted by type.
Inbound Call Results: Your inbound calls that result in an order being created.
Here you can see the name of the Tech, and the average appointment time by order group.
Upsales Vs. Sales:
A pie chart of upsales versus sales the tech makes.
