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Personalized Dashboard Templates
Personalized Dashboard Templates

New templates available in your reporting suite upon reporting dashboard creation

Written by James Nichols
Updated over a week ago

With personalized reporting dashboards, our mission is to make reporting more accessible useful with premade dashboards, starting with automatically adding an industry dashboard to your account. From there, you can pick and choose additional prefabricated and fully configured dashboards that make sense to the your business. Templates will be available for use upon dashboard creation.

Accessing your dashboards.

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.

Additional dashboards

Above your default reporting dashboard, and any previously created dashboards, there are now three additional pre-made dashboards, including an industry-specific dashboard. This dashboard reflects reports and metrics that are most valuable to Pros in your field. However, as with any other dashboard, each of these premade dashboards is fully customizable. Delete and add any report so the dashboard makes sense for your business.

Add a new dashboard using a template

In order to create a dashboard from one of our new existing templates, start by creating a new dashboard on any dashboard page. In the top right-hand corner, click into the three dots to open up your creation menu, then click Create dashboard.

You will now see all available dashboard templates. Click into any template or choose Create your own to start with a blank slate.

Once selected, click create to start using your new dashboard.

You can also filter the templates using navigation on the left rail on the dashboard creation page, or search for a template using our search bar.

Once a dashboard has been created, you are able to add additional reports, delete unwanted reports, rename, duplicate or remove the created dashboard. For more information on updating a dashboard, check out this article:

Available templates

  • Blank

  • Business Owner

  • Sales

  • Technician performance

  • HVAC

  • Plumbing

  • Electrical

  • Cleaning

  • All other Industries (Business Owner)

  • Sales

  • Technician performance

  • Call monitoring

  • Marketing

  • Job profitability

  • Administrative

  • Pipeline

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