See what needs attention today.

The first questions are practical: Which jobs are still unassigned? Who is running late? What estimates need follow-up? Which invoices remain unpaid? A useful dashboard shows exceptions clearly before it adds decorative metrics.

A dispatcher might start with open jobs and available crews. A service manager might need repeat visits and workload. Finance wants money and exceptions. Owners need a broad picture with branch filters when the company has more than one location.

Every total needs a plain definition. Does revenue mean invoiced work, collected money, or recognized revenue? Is a canceled appointment counted as a finished job? Avoid mixing time periods or counting a partial payment as a full collection.

A red number is not helpful if nobody can see the matching records. Make each important item lead to a filtered list or next action, with the correct permissions.

Example to try: A manager sees six unassigned jobs. Opening the number should reveal the exact jobs, their requested windows, and who can assign them.

• Click an overdue-job count and check the exact records behind it.
• Differentiate booked appointments, completed jobs, invoiced revenue and collected cash.
• Confirm that branch managers cannot see restricted records from unrelated locations.
• Test the dashboard with canceled, partly paid and refunded jobs.