This feature is only available for PRO Connect or Work Subscribers.
Work's dashboards combine multiple data sources into a single page, providing you with key insights that are important to you. Customize your own dashboard by selecting the panels you need to make informed decisions and an at-a-glance overview of customers, jobs, time-tracking, invoicing and more. Track progress and get a high-level overview of your entire organization in a single view.
You can navigate to the Dashboard by clicking the Dashboard tab on the left. Here, you can see panels with:
- Jobs: You can view them on a map or by type, stage, job lead, sales rep, or by month
- Tasks: You can view them by task or task category
- Quotes: You can view them by type, stage, or by month
- Time Tracked: Your weekly time tracked
- Miscellaneous: Including weekly calendar, notepad and image files
These Dashboard panels can be customized:
- Panel Title: Update the title of your panel
- Panel Caption: Add a caption to your panel
- Chart Options: You can have various graph types (pie, bar, column, area, etc) with styling options