Skip to main content
Help Center
Training at SA
Submit a request
Sign in
Hi! How Can We Help?
Search our knowledge base for answers to common questions
Service Autopilot
Reports
Report Center
Dashboards
Dashboards
Information about Report Center Dashboards
Statistics
📄 User Guide: Report Center Dashboard
Create a Custom Dashboard
📽️ Create a Dashboard - Video
Navigate the Dashboard
Dashboard Panels - All Open Estimates
Dashboard Panels - Approved Sales
Dashboard Panels - A/R Aging Chart
Dashboard Panels - Avg. Gross Revenue per Year per Client
Dashboard Panels - Billable Vs Non Billable Job Hours Chart
Dashboard Panels - Clients and Leads
Dashboard Panels - Clients/Leads
Dashboard Panels - Closed Estimates (Last 30 Days)
Dashboard Panels - Close Ratios by Sales Rep
Dashboard Panels - Company Sales Pipeline
Dashboard Panels - Credit Card Charges
Dashboard Panels - Current Month Sales vs Quota
Dashboard Panels - Emails