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  1. Service Autopilot
  2. Reports
  3. Report Center
  4. Dashboards

Dashboards

Information about Report Center Dashboards

  • 📄 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

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