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Performance Dashboard

The Performance Dashboard brings real-time operational intelligence into one place. It consolidates financial performance, job metrics, SLA compliance, scheduling efficiency, and workforce skills into a single interactive view, so you can make data-driven decisions without switching between reports.

Pro feature

The Performance Dashboard is available on Pro and Enterprise plans. Compare plans to upgrade.

Overview

The dashboard is organized into eleven tabs, each focused on a specific area of your business:

Tab Focus area Key questions it answers
Overview High-level snapshot How is the business performing overall?
Financial Revenue & collections Are we getting paid on time? Who are top earners?
Operational Jobs & workflow Where are bottlenecks? What's our backlog?
Scheduling & SLA Timeliness & compliance Are we meeting SLA deadlines? Which jobs are at risk?
Skills & Workforce Technician capabilities How are skills distributed? Who is most utilized?
Time & Attendance Workforce hours & punctuality How many hours are being worked? Who's on time?
Technicians Workforce performance Who are top performers? Where are coaching opportunities?
Customers Customer base & growth How fast are we acquiring customers? Who are key accounts?
Auto-Assignment Dispatch engine health How effective is intelligent job matching? What is rebalance success?
Inventory Stock health & supply chain What inventory is at risk? Which parts are consuming most resources?
Work Orders Project delivery & budgets Are projects on schedule? Are we staying within budget?

Role access

Role Dashboard access Notes
Owner Full access All eleven tabs, all metrics
Dispatcher Limited access Operational and scheduling tabs; financial data restricted
Technician No access —

Date range controls

Every tab respects the global date range selector at the top of the dashboard.

Preset Period covered
Today Current day
This Week Monday through today
This Month First of the current month through today
This Quarter Start of the current quarter through today
This Year January 1 through today
Custom Range Any start and end date you choose

Click Apply after selecting your range. All metric cards and charts update instantly.

Period-over-period comparison

Each metric card shows a percentage change compared to the previous period of equal length. Selecting "This Month" automatically compares against last month, helping you spot trends at a glance.

Tab 1 — Overview

The Overview tab provides a high-level snapshot of your business health with four headline metric cards and two trend charts.

Metric cards

Card What it shows How it's calculated
Total Revenue Aggregate revenue in the selected period Sum of all invoiced amounts with status "Paid" or "Partially Paid"
Active Jobs Jobs currently in progress Count of jobs with status not equal to "Completed" or "Cancelled"
Completion Rate Percentage of jobs finished (Completed Jobs ÷ Total Jobs) × 100 for the selected period
Active Customers Customers with at least one job Distinct customer count from jobs created in the period

Charts

Chart Type Description
Job Trend Line chart Daily job counts over the selected period — helps identify busy days and seasonal patterns
Revenue Trend Area chart Daily revenue totals over the selected period — visualizes income flow and growth

Hover for details

Hover over any data point on a chart to see the exact value and date in a tooltip.

Tab 2 — Financial Performance

The Financial tab gives you full visibility into revenue, collections, and accounts receivable aging.

Metric cards

Card What it shows How it's calculated
Total Revenue Sum of invoiced amounts in the period Aggregates all invoice line items for invoices dated within the selected range
Collection Rate Percentage of invoiced revenue collected (Total Payments Received ÷ Total Invoiced Amount) × 100
Days to Payment Average time to collect payment Mean number of days between invoice issue date and payment received date

Charts

Chart Type Description
Revenue Trend Area chart Daily revenue over the selected period
Revenue by Technician Horizontal bar chart Revenue attributed to each technician; use the Top N dropdown (10 / 20 / 30) to control how many are shown. Displays "Showing X of Y" when technicians exceed the selected count.

AR aging buckets

The Accounts Receivable aging section breaks outstanding invoices into four time-based buckets:

Bucket Age range What it means
Current 0–30 days Recently invoiced — within normal payment terms
31–60 days 31–60 days Slightly overdue — follow-up recommended
61–90 days 61–90 days Significantly overdue — escalate collection efforts
90+ days Over 90 days Seriously delinquent — may require formal action

Watch for aging creep

If the 61–90 day and 90+ day buckets are growing, your collection process may need attention. Follow up on overdue invoices promptly to maintain healthy cash flow.

Tab 3 — Operational Metrics

The Operational tab reveals how efficiently your team handles jobs, where bottlenecks occur, and the current state of your backlog.

Metric cards

Card What it shows How it's calculated
Total Jobs Count of all jobs in the period All jobs created within the selected date range, regardless of status
Avg Completion Time Average minutes from creation to completion SUM(completion_time - creation_time) ÷ COUNT(completed_jobs) in minutes
Open Backlog Jobs currently in progress or pending Count of jobs with status "In Progress", "Pending", or "Assigned"
Bottleneck Stage The workflow stage where jobs spend the most time Identifies the stage with the highest average duration across all completed jobs

Reducing bottlenecks

The Bottleneck Stage metric highlights where jobs get stuck. If "Waiting for Parts" consistently appears, consider improving your inventory process. If "Pending Approval" dominates, review your approval workflow.

Charts

Chart Type Description
Job Priority Breakdown Doughnut chart Distribution of jobs by priority level (Low, Medium, High, Urgent) with percentage labels on each segment
Job Status Distribution Horizontal bar chart Count of jobs in each status — quickly see where jobs are piling up
Backlog Trend Line chart Open backlog count plotted over time — a rising trend signals capacity issues
Workflow Stage Duration Bar chart Average time spent in each workflow stage — pinpoints slow stages

Tab 4 — Scheduling & SLA

The Scheduling & SLA tab tracks your team's ability to meet service-level commitments and identifies at-risk jobs before they breach.

Metric cards

Card What it shows How it's calculated
SLA Compliance Rate Percentage of jobs completed within their SLA window (Jobs Completed Before SLA Deadline ÷ Total Jobs With SLA) × 100
At-Risk Jobs Jobs breached or due within 24 hours Count of jobs past their SLA deadline plus jobs with SLA deadlines in the next 24 hours
Avg Response Time Average time from job creation to first assignment SUM(first_assignment_time - creation_time) ÷ COUNT(assigned_jobs)

Charts

Chart Type Description
SLA Compliance Trend Line chart Weekly compliance rate over the selected period — helps identify whether SLA performance is improving or declining
Bottleneck Analysis Bar chart Average time spent in each workflow stage across all jobs — shows where delays accumulate system-wide

At-risk jobs table

Below the charts, a table lists up to 20 at-risk or breached jobs for immediate action.

Column Description
Job Name Name/title of the job
Customer Customer associated with the job
Priority Job priority level (Low / Medium / High / Urgent)
SLA Due Date The deadline for SLA compliance
Urgency Current urgency classification

Urgency levels:

Urgency Meaning
Breached Job has passed its SLA due date without completion
At Risk Job's SLA due date is within the next 24 hours

Review at-risk jobs daily

The at-risk table should be checked at least once per day. Breached jobs directly impact your SLA Compliance Rate and customer satisfaction. Prioritize these for immediate assignment or escalation.

Tab 5 — Skills & Workforce

The Skills & Workforce tab provides insights into technician capabilities, skill distribution, and utilization patterns.

Metric cards

Card What it shows How it's calculated
Skill Categories Count of active skill categories Number of skill categories currently defined and in use
Total Certifications Certifications across all technicians Sum of all active certifications held by technicians
Avg Skills per Tech Average skill breadth Total Skill Assignments ÷ Number of Active Technicians

Charts

Chart Type Description
Skill Proficiency Distribution Distribution chart Visualizes how proficiency levels (Beginner, Intermediate, Expert) are distributed across the workforce
Technician Utilization by Skill Utilization chart Compares workload distribution across technicians grouped by their primary skills
Completion Rate by Skill Performance chart Job success rate per skill area — identifies which skills have the highest and lowest completion rates

Skills data requirements

Charts in this tab show "No data available" when insufficient skill or certification data exists. To populate these charts:

  1. Define skill categories in Settings → Skills
  2. Assign certifications to technicians in their profile
  3. Tag jobs with required skills for accurate matching

Tab 6 — Time & Attendance

Pro & Enterprise

This tab requires a Pro or Enterprise plan with time tracking enabled.

The Time & Attendance tab provides comprehensive workforce time analytics:

Summary cards

Card Description
Hours Worked Total working hours across all technicians
Avg Hours/Day Average daily hours per technician
Punctuality Team-wide on-time arrival percentage (15-min grace)
Overtime Total overtime hours beyond scheduled shifts
Tech Count Number of technicians with time entries

Charts

Chart Type Shows
Daily Trend Line Hours worked + break hours per day
Time Distribution Doughnut Schedule-aware breakdown by status (Available, Lunch, Off Duty, Vacation, Unaccounted)

Top Performers leaderboard

Technicians ranked by total hours worked. Click any technician to view their individual timesheet.

Individual technician timesheets

Each technician profile shows:

  • Summary cards: Total hours, avg hours/day, punctuality, overtime
  • Daily breakdown table: Date, first clock-in, last clock-out, hours, breaks, net hours
  • Status timeline visualization

For full details, see:

  • Time Tracking — Status transitions, configuration, and FAQ
  • Timesheets — Individual timesheet views and analytics

Tab 7 — Technicians

The Technicians tab ranks your workforce by performance and enables side-by-side skill and productivity analysis.

Performance leaderboard

The Team Leaderboard displays every technician with a composite performance score (0–100) based on five factors:

Factor Description
Completion Percentage of assigned jobs marked as completed
SLA Percentage of jobs completed within SLA deadlines
Speed Average time from job assignment to completion (lower is better)
Revenue Total revenue attributed to completed jobs
Quality Absence of rework and customer complaint rate

Click any technician to open their detail view.

Technician detail panel

Selecting a technician reveals:

Item Shows
Performance Score Composite 0–100 rating with visual ring indicator
Score Band Qualitative label (e.g., Excellent, Good, Developing)
Factor Breakdown Individual scores for Completion, SLA, Speed, Revenue, Quality
Stats Summary Jobs completed, SLA compliance, average completion time, total revenue
Completion Trend Line chart of job completions over time
Quarterly Performance Trend of the composite score across recent quarters
SLA Breach Log Table of jobs that missed SLA deadlines with dates
Strengths Top 2–3 factors where technician exceeds peers
Areas for Improvement Bottom 2–3 factors for coaching focus

Use the Compare Selected button to choose multiple technicians and run a side-by-side comparison.

Filters and date range

The Technicians tab respects the global date range selector. Changing the period updates all performance metrics and charts. Metrics for technicians with no jobs in the selected range show "--".

Benchmarking

Use the detail panel's stats summary to set individual performance targets. Review the factor breakdown quarterly to spot skill gaps and training needs.

Tab 8 — Customers

The Customers tab tracks your customer base growth, composition, and engagement depth.

Metric cards

Card What it shows
Total Customers Count of unique customers with at least one job in the period
New This Period Customers who created their first job during the selected date range
Avg Jobs per Customer Percentage of customers with at least one job in the period — indicates engagement rate

Charts

Chart Type Description
Customer Growth Trend Line Cumulative customer count over the selected period — visualizes customer acquisition pace
Top Customers by Activity Bar Ranked by job count or revenue; useful for identifying key accounts and VIPs

Filters and drill-down

The global date range applies. The Top Customers chart can be sorted by job count or revenue depending on your focus. Click a customer name in the chart to view their complete job history and invoicing summary.

Growth interpretation

A flat growth trend may indicate market saturation or acquisition headwinds. A rising trend shows expanding market share. Compare to the Operational tab's job completion rates to ensure growth is sustainable.

Tab 9 — Auto-Assignment

The Auto-Assignment tab monitors intelligent dispatch performance and rebalancing engine health.

Summary metrics

Card What it shows
Auto-Assigned Count of jobs assigned via intelligent dispatch in the period
Rebalance Events Number of times the system reassigned jobs to optimize technician workload
Avg Improvement Average reduction in travel time or resource utilization per rebalance event

Charts and insights

Item Type Description
Assignment Method Trend Line/Bar Ratio of auto-assigned vs. manual assignments over time — shows system utilization
Rebalancing Performance Progress + Stats Rebalance success rate (percentage of reassignments that reduced cost or time) with supporting metrics

Filters

The date range selector updates all metrics. Assignment-method trends help you validate whether your intelligent dispatch rules are being applied consistently.

Rebalancing

Rebalances are automatic corrections triggered when a technician becomes unavailable or when a new, better-matched technician becomes available. A high success rate (>80%) indicates healthy rule tuning. Lower rates may signal conflicting assignment constraints.

Tab 10 — Inventory

The Inventory tab provides supply-chain visibility, stock-health analysis, and demand forecasting to prevent stockouts and reduce obsolescence.

Summary metrics

Card What it shows Notes
Total Items Count of unique parts in inventory Includes active and archived SKUs with stock > 0
Total Inventory Value Aggregate cost of all in-stock items Sum of quantity on hand × unit cost
Low Stock Alerts Count of items below minimum reorder point Actionable signal for procurement
Stock Health Percentage of items at healthy inventory levels Items at safe level ÷ total items

Analytics charts

Chart Type Purpose
ABC Classification Pie Pareto analysis by value — A items (70% value, ~10% count), B items (20% value, ~20% count), C items (10% value, ~70% count)
Movement Trends Line Consumption rate over time — identify seasonal demand and slow movers
Top Consumed Parts Bar Most frequently used parts in completed jobs — focus replenishment here first
Stockout Risk Bar Parts ranked by days remaining at current usage rate — items with <7 days left are critical
Supplier Fulfillment Rate Bar On-time delivery and order accuracy by supplier — informs vendor performance
Dead Stock Analysis Pie Items unused for >6 months; highlights inventory that ties up capital

Actionable tables

Low Stock Items:

  • Part Name, Part #, Current Stock, Minimum Level, Stock %
  • Sorted by urgency (closest to zero first)
  • Click a part to view usage history and reorder recommendations

Stockout Risk Items:

  • Part Name, Current Stock, Daily Demand, Days Left, Risk Level (Critical / High / Medium)
  • Use this to prioritize emergency restocking

Filters

The date range applies to movement trends and consumption metrics. The ABC and dead-stock analyses reflect current inventory only.

Proactive restocking

Review the Stockout Risk table weekly. Parts with <3 days remaining should trigger immediate purchase orders. Dead-stock items are candidates for disposal or clearance sales.

Tab 11 — Work Orders

The Work Orders tab consolidates project-level metrics, SLA tracking, and budget performance in a single view.

Summary metrics

Card What it shows Notes
Total Work Orders Count of all work orders in the period Shows active count as subtext
Completion Rate Percentage of work orders marked as completed Includes average days to completion
SLA Compliance Percentage of work orders completed within SLA deadline Shows count of breached orders as subtext
Budget Variance Percentage difference between actual spend and budget (Actual − Budget) ÷ Budget × 100; shows total spend / total budget

Analytics charts

Chart Type Purpose
Status Distribution Pie Breakdown of work orders by status (Draft, In Progress, On Hold, Completed, Cancelled)
Completion Trend Line 12-week rolling view of completed work orders — identifies capacity and planning gaps
Priority Distribution Pie Work order count by priority level (Low, Medium, High, Critical)
Budget by Status Stacked Bar Budget allocation and spend across statuses — reveals over-budget projects at a glance

Overdue and at-risk table

Column Description
WO # Work order identifier
Title Work order name
Status Current workflow status
Priority Priority level
SLA Due SLA deadline date
Progress Percentage complete
Budget Actual / Budgeted amount

Rows are sorted by urgency (breached first, then approaching deadline). Click a row to open the full work order for immediate action.

Filters and drill-down

The date range selector applies to all metrics. Trending charts use the period to calculate completion velocity. Budget metrics compare actual versus planned spend for the selected timeframe.

Budget tracking

Monitor the Budget by Status chart weekly. Projects in "In Progress" with high variance need review. Use the Overdue table as a daily action list.

Performance tips

Get the most out of your Performance Dashboard with these best practices:

  • Use date range filters strategically — narrow the range to focus on specific weeks or events; widen it for long-term trend analysis.
  • Check the Bottleneck Stage regularly — this single metric can reveal systemic process issues that are slowing your operation.
  • Monitor SLA Compliance Trend weekly — a declining trend over 2–3 weeks signals a staffing or process problem before it becomes critical.
  • Use Revenue by Technician to identify top performers and coaching opportunities — sort by the Top N dropdown for manageable views.
  • Review At-Risk Jobs daily — this is the most actionable table in the dashboard. Catch breaches before they happen.
  • Refresh after bulk operations — if you've just completed a batch of jobs or processed payments, reload the dashboard to see updated metrics.

Troubleshooting

Symptom Likely cause Solution
"No data available" on charts No jobs or invoices in the selected date range Expand the date range, or confirm that jobs and invoices exist for that period
Zero values on metric cards Date range doesn't include completed jobs Select a range that includes completed and invoiced jobs
Long loading times Very large date range with thousands of records Reduce the date range scope (e.g., switch from "This Year" to "This Quarter")
Empty Skills charts Skill categories or technician certifications not configured Set up skill categories in Settings → Skills and assign certifications to technicians
Completion Rate shows 0% No jobs have reached "Completed" status in the period Verify job statuses — jobs must be marked as Completed to count
Collection Rate over 100% Payments applied that span multiple invoice periods This can happen when past-due payments are received in the current period — the data is correct
Bottleneck Stage shows "N/A" Insufficient workflow stage data Ensure your jobs are progressing through defined workflow stages

Frequently asked questions

How often does dashboard data refresh?

KPI data updates in real time. Every time you open the dashboard or change the date range, you see the latest numbers pulled directly from your live data. There is no caching delay.

Can I export KPI data?

Direct CSV/PDF export from the Performance Dashboard is not currently available. However, you can:

  • Use the Weekly Reports feature (Pro and above) for an emailed summary of key metrics
  • Take screenshots of specific charts or tables
  • Use the browser's print function to save the page as PDF
Why doesn't my Total Revenue match invoicing reports?

The Performance Dashboard calculates Total Revenue based on invoice dates within the selected period, while the Invoicing report may group by payment date or due date. Other common reasons:

  • Date range mismatch — ensure both reports use the same date range
  • Filters — the invoicing report may have status filters applied (e.g., only showing "Paid")
  • Partial payments — the Performance Dashboard includes partially paid invoices at their full invoiced amount
What counts as a 'breached' SLA?

A job is marked as Breached when the current date/time has passed the job's SLA due date and the job has not yet been marked as Completed. Jobs without an SLA timer are excluded from all SLA calculations.

How is the Bottleneck Stage calculated?

The system tracks how long each job spends in every workflow stage (e.g., Pending, Assigned, In Progress, Waiting for Parts, Completed). The Bottleneck Stage is the stage with the highest average duration across all completed jobs in the selected period.

Can Dispatchers see financial data?

Dispatchers have limited access to the Performance Dashboard. They can view Operational and Scheduling & SLA tabs but cannot see the Financial Performance tab or revenue-related metrics. Only Owners and Admins have full access.

Why do Skills charts show 'No data available'?

The Skills & Workforce tab requires configuration before data appears:

  1. Skill categories must be defined in Settings → Skills
  2. Technicians must have certifications assigned in their profiles
  3. Jobs should be tagged with required skills for utilization metrics

Once configured, data begins populating immediately as jobs are completed.

Does changing the date range affect all tabs?

Yes. The date range selector is global — it applies to all eleven tabs simultaneously. When you switch tabs, the previously selected date range remains active.