Vehicle Dates Widget
How the Dashboard shows the vehicle dates that are overdue or due within a month, and the vehicles off the road this week.
Read article: Vehicle Dates WidgetDashboard help
Help for Dashboard in Work Planner.
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Time Off This Week Widget
How the Dashboard shows who in your team is off this week, and when.
Read article: Time Off This Week WidgetMissed Jobs by Reason Widget
How the Missed Jobs by Reason chart groups missed work by the recorded reason and what to do with the data.
Read article: Missed Jobs by Reason WidgetMissed Jobs by Service Widget
How the Missed Jobs by Service chart shows which services are most often skipped and the revenue lost.
Read article: Missed Jobs by Service WidgetMissed Revenue Trend Widget
How the Missed Revenue Trend chart shows revenue lost to missed jobs over time.
Read article: Missed Revenue Trend WidgetTop Missed Jobs Widget
How the Top Missed Jobs table lists the individual jobs that have been missed most often.
Read article: Top Missed Jobs WidgetMissed Jobs by Team Member Widget
How missed work is grouped against the team member responsible for the round on the Dashboard.
Read article: Missed Jobs by Team Member WidgetTotal Payments Received Card
How the Total Payments Received card differs from revenue and what counts as a payment.
Read article: Total Payments Received CardMissed Jobs Card
How the Missed Jobs card counts missed work and how it is kept out of revenue.
Read article: Missed Jobs CardRevenue by Payment Method Widget
How the Revenue by Payment Method chart works, including what the tooltip count and revenue figures mean.
Read article: Revenue by Payment Method WidgetRevenue by Service Widget
How the Revenue by Service chart works, including what the bars represent and how business indicators appear in multi-business views.
Read article: Revenue by Service WidgetFinancial Overview Widget
How the Dashboard Financial Overview chart groups charges, payments, expenses, and tips across the selected period.
Read article: Financial Overview WidgetRevenue Trend Widget
How the Dashboard Revenue Trend chart works, including when it switches from daily to monthly grouping.
Read article: Revenue Trend WidgetPending Payments Card
What the Pending Payments card counts and how to interpret money that exists but has not fully settled yet.
Read article: Pending Payments CardNet Cash Flow Card
What the Net Cash Flow card means and why it can differ sharply from the Total Revenue card.
Read article: Net Cash Flow CardWebsite Enquiries Card
What the Website Enquiries card counts and how to treat it as a live reply queue on the Dashboard.
Read article: Website Enquiries CardReceived Quotes Card
What the Received Quotes card counts and why it is a current queue number rather than a date-range report.
Read article: Received Quotes CardActive Jobs Card
What the Active Jobs card measures and how to use it as a workload headline on the Dashboard.
Read article: Active Jobs CardUpcoming Jobs Card
What the Upcoming Jobs card counts and how it differs from the separate Upcoming Scheduled Jobs table.
Read article: Upcoming Jobs CardOverdue Jobs Card
What the Overdue Jobs card checks and how it differs from date-range reporting on the Dashboard.
Read article: Overdue Jobs CardOutstanding Debt Card
What the Outstanding Debt card shows and why it behaves differently from the date-based Dashboard money cards.
Read article: Outstanding Debt CardTotal Tips Card
What the Total Tips card measures and why Work Planner keeps tip income separate from normal revenue.
Read article: Total Tips CardTotal Revenue Card
What the Total Revenue card counts on the Dashboard and why it can look different from cash flow or payment totals.
Read article: Total Revenue CardJobs by Service Widget
How to read the Jobs by Service chart on the Dashboard, including what the slice size means and what extra figures appear in the tooltip.
Read article: Jobs by Service WidgetJobs by Status Widget
How to read the Jobs by Status chart on the Dashboard and what its status totals actually represent.
Read article: Jobs by Status WidgetUpcoming Scheduled Jobs
What the Upcoming Scheduled Jobs table shows on the Dashboard and how to use it as a quick check on work due soon.
Read article: Upcoming Scheduled JobsRevenue and Financial Summary Cards
What the Dashboard money cards mean, including revenue, tips, debt, net cash flow, and pending payments.
Read article: Revenue and Financial Summary CardsWidget Visibility and Order
How to use Edit Layout on the Dashboard to hide widgets you do not need and drag the remaining ones into a better order.
Read article: Widget Visibility and OrderBusiness and Date Filtering
How the Dashboard date picker and business filter work, including quick ranges, custom ranges, all-time mode, saved preference behaviour, and URL memory.
Read article: Business and Date FilteringDashboard Overview
How the Dashboard is laid out, what the main widget groups are for, and how the page behaves for different business selections and permissions.
Read article: Dashboard Overview