The reporting dashboard takes several of the most important reports from all areas of reporting and puts them into one dashboard. Date ranges can be changed for all reports at once, instead of having to go into individual reports, change metrics, and record data. The dashboard makes it easier than ever to see vital business metrics and make important business decisions rooted in data.
The dashboard will roll out with nine reports that can be rearranged and resized to fit your business's needs. The initial release of the reporting dashboard will have the following default reports:
Completed job revenue
Average job size completed
Scheduled job revenue
Won leads by employee
On job sales leaderboard
On job performance
Job profitability by job type
To access the reporting dashboard click into the reporting page from your top navigation bar.
If you're already looking at a report or reporting page, you can also select the dashboard from the left reporting menu.
Once you are in your dashboard, you can click into any of the reporting cards to navigate directly into the report and get access to drill-down information.
Updating your dashboard
Change reporting date ranges for the entire dashboard all at once, and see metrics update instantly. Click in the drop down at the top of your dashboard to update your date parameter.
Rearrange the dashboard reports and change graph sizes to make the most important metrics stand out. Click and hold any reporting card until your cursor turns into a hand, and then drag to a new placement. Use the three dots in the corner of the card to increase or decrease the width of the card.
Change between chart and table view in the same menu.
Presentation mode allows users to display up to four reports on an external display. This means you can show a leaderboard or upcoming revenue right in your shop. Presentation mode can be used for any monitor or TV that is hooked up to a computer, or any smart display that can be used to log into HCP.
Click on the Presentation Mode link and then choose which reports you would like to display.
Adding reports to a dashboard
Starting in November 2022, you will be able to add any report to your dashboard. Click on the Add Report(s) button in the corner of your dashboard to insert any additional reports to your dashboard view.
By clicking the Add Report(s) button, you will see the list of all available Housecall Pro reports as well as any custom and previously reports on your account. Each dashboard can hold up to twenty reports at one time.
Creating additional dashboard
Starting in November 2022, you will also be able to create additional dashboards. Click on the three dots in the right corner of your dashboard to open the create/delete dashboard menu.
Enter your dashboard name and then click Create.
To edit your dashboard name, click the pencil icon once the dashboard has been created. Use the create dashboard menu to delete unwanted dashboard, and the steps above to add reports to your new dashboard.
For more information on our reports, how to manage filters or how metrics are calculated, check out the rest of our reporting help center.