Understanding the Dashboard
Written By Dennis Rodin
Last updated 1 day ago
The Dashboard is an overview screen that shows what needs your attention right now: your personal tasks, upcoming installs, drawings waiting on customer approval, and a business intelligence chart of your numbers. Open it from the Dashboard link in the left sidebar. Everyone on your team can use it.
Personal Tasks
The Personal Tasks card is your own to-do list, separate from the to-dos attached to an order. Add a task, edit or delete it inline, tag it with a category such as Payment, Quote, Design, Urgent, or Info, and check it off when it is done. To delegate work, create a task and assign it to a teammate. The view switcher lets you see everyone's tasks, a single team member's, or only your own. When nothing is outstanding, the card shows a calm "You're all caught up" message with a button to add a task.
Urgent Installs
The Urgent Installs card lists orders that have an install promise date, soonest first. Each row shows the family name, the cemetery, and the promise date, along with a status pill telling you how many days until the install or how many days it is overdue. Click any row to open that order.
Drawings Awaiting Approval
The Drawings Awaiting Approval card lists orders whose drawing is waiting on the family to sign off. Each row shows the client name, the order number and cemetery, how old the order is, and the current step. By default it shows drawings in the Family Approval Pending step. Use the Filter steps dropdown to also include drawings on your other design steps, such as Must Be Created or Must Be Applied. Click any row to open that order.
Opening an order from the dashboard
Clicking a row on either card opens that order's full details right on the dashboard, so you keep your place. Close it with the X, the Esc key, or by clicking outside, and you are back on the dashboard.
Business Intelligence chart
The Business Intelligence chart at the bottom, available on the Pro plan, turns your order data into a configurable graph. Pick a metric from the dropdown, grouped into Money (revenue collected, total quoted value, average order value, deposits collected), Counts (new orders, new customers, quoted vs won), and Rankings (top stone types, top colors, top services). Switch the time grouping between Month, Quarter, and Year, and toggle between a bar and a line view. You can also break the numbers down by order type. Choosing a ranking shows a horizontal ranked bar with the most popular at the top. Together these answer questions like what is my average order value for flat markers, which stone type converts best, or which quarter was strongest.
Related articles: