Your home dashboard

The home screen is the first thing you see every morning, so it should answer the questions you walk in with. An owner wants to know whether money is coming in and who owes what. A technician wants to know where to be at 9:30 and how to get there. A dispatcher wants to know who's running late. One screen with everything on it serves none of them well, so Suprata gives each kind of job its own dashboard and lets each person rearrange theirs.

Why yours looks different from a coworker's

Three things decide what you see.

Your role picks your dashboard. Each role opens on a dashboard built for that job: Owner, a manager's dashboard, Sales, Field Technician, Dispatcher, the counter or front desk, Accounting, Customer Service or My Day. Your administrator chooses which, and can offer a role more than one.
Your permissions decide which widgets can appear. A widget only shows if you're allowed to see the feature it's about. If you can't open the revenue reports, you won't see revenue anywhere on your dashboard. That includes the summary line under your name and the library of widgets you can add. This isn't a setting you can change on the dashboard; it follows your role's permissions.
Your company's kind of business decides which version you get. A rental business's Owner dashboard leads with tonight's occupancy and today's arrivals. A heating and cooling company's leads with today's jobs. Neither shows the other's numbers. If you do some of both, the main one leads and the other gets a row underneath. Your administrator sets this once for the whole company.

So when a technician says "I don't see the revenue numbers", that's the system working. When an office manager says "I should see revenue and I don't", the fix is the role's permissions, not the dashboard. See Choosing dashboards for each role.

Reading the top of the page

The band at the top is your day in one glance:

The summary line under the greeting collects what needs you right now, worst first. For example: 3 visits running late · 1 payment bounced · 4 unread texts · 2 renewals due this week. Every item is a link. If nothing needs you, it says so.
The headline number on the right is the one figure your dashboard leads with. That's money collected today for an owner, your visits done today for a technician, and your sales this month for a salesperson. The small line under it is the last two weeks (or the month so far). Hover over it for any day's number.
Quick actions are shortcuts to the things you start most often, such as New job or New reservation. They follow your kind of business too, so a repair shop isn't offered New reservation. Like everything else, you only see the ones you're allowed to do.

Right under the band, most dashboards open with your daily brief and recent activity side by side. The brief is written for you each morning: what needs you today, drawn from your customer email, your job notes and the same data as your dashboard, with every item linked to the job, invoice or customer it's about. It updates itself when a customer writes in. See Your daily brief. Recent activity is the latest changes in the system: yours, or everyone's if your role can see all activity. Each change links straight to the job, invoice, agreement or customer it was made to. If your company has AI summaries switched off, activity takes the top spot on its own.

Reading the numbers

Most tiles show a number with a small coloured comparison beside it. These comparisons are fairer than they first look:

"vs same point last month" compares this month so far with the same number of days into last month. On the 7th, you're compared with last month's 1st–7th, not all of last month. That's why it's useful from day one instead of looking terrible until the 28th. This is month-over-month (MoM).
"vs this point last year" does the same for the year (YoY). It's the honest way to judge a seasonal business, where comparing October with July tells you nothing.
"vs last Wednesday at this time" (on Collected today) compares today with the same weekday a week ago, up to the same time of day.
Green means better and red means worse. For a few numbers, such as refunds and cancellations, down is green.

The 12-month revenue chart has a By month / Cumulative switch in its corner. By month shows each month's money next to the same month a year earlier, which is good for spotting a slow month. Cumulative adds the months up as it goes, so the two lines show how far ahead of or behind last year you are overall. A slow October looks alarming by month and barely moves the cumulative line. Your browser remembers which one you picked.

Goal rings fill up through the month. The small tick on the ring is where you should be by today if you were spread evenly across the month. Ahead of the tick is ahead of pace; behind it says how far. On the 15th, a ring at 40% with the tick at 50% means you're behind, even though you're nearly halfway.

Money words mean specific things. Collected is payments received. Billed is invoices dated this month. Sales are estimates your customers approved, credited to whoever wrote the estimate. These three can differ a lot in the same month, and that's normal. You can bill in March for work sold in February, then collect in April.

Making it yours

Choose Customize at the top. The board goes into edit mode and each tile gets a small toolbar:

Drag the grip to move a tile. Everything else slides out of the way while you drag, so you see the result before you let go. The arrow buttons move a tile one place earlier or later if dragging is awkward on a touch screen.
Resize steps through the sizes that widget comes in (S, M, L…). A chart at L shows a lot more than at S.
Remove (the crossed-out eye) takes a tile off your dashboard. Nothing is deleted, and you can add it back any time.
Add widgets opens the library. It lists every widget you're allowed to have, grouped by area, with a search box. Type "late", "owed" or "renewal" to find one fast.

Changes save as you make them. Choose Done when you're finished.

Reset puts the dashboard back to the version everyone with it starts from, including anything your administrator has changed on it for the company. It only resets the dashboard you're on.

The board packs itself: if a tile is removed or a widget isn't available to you, the tiles around it stretch to close the gap. You don't have to line things up by hand.

Make a dashboard of your own

Sometimes one dashboard can't hold everything you want: you like your Owner dashboard, but you also want a page with just the money that's owed and the payments that need a look. Open the menu at the top (the dashboard's name) and choose New dashboard.

A copy of this dashboard starts with everything on the one you're looking at, the way you have it now. This is the quickest start: remove what you don't need.
Blank starts empty. Add the widgets you want from Add widgets.

Give it a name and it opens in Customize, ready to change. It's yours alone. Nobody else sees it, and it doesn't change your role's dashboards. Switch between it and your other dashboards from the same menu. In Customize, a dashboard of your own has Name & look (rename it, pick an icon and a colour) and Delete instead of Reset, since there's nothing to put it back to. You can have up to ten.

If you don't see New dashboard, your company keeps everyone on their role's dashboard. Ask your administrator.

Switching dashboards

If your administrator has offered your role more than one dashboard, or you've made your own, the name at the top ("Owner dashboard") is a menu. Pick another and Suprata remembers it, so the next time you sign in you're on the one you chose. Each dashboard keeps your own arrangement, so you can set up Sales the way you like without disturbing Owner. To go back, pick the one marked Default.

A different dashboard on each device

The same person often wants different things depending on where they're sitting. Tick Save for this device at the bottom of the menu before you pick, and only the computer or phone you're on will open on that dashboard. A typical day for an owner who also runs the front counter:

At the desk: pick Accounting with the box ticked. That computer opens on receivables and payments.
At the counter computer: pick Front Desk with the box ticked. It opens on arrivals, departures and who owes what.
On your phone: pick My Day with the box unticked. That makes My Day your usual dashboard: what any computer or phone you haven't set opens on.

When a device has its own dashboard, the menu says so ("This device opens on Front Desk. Everywhere else you get My Day."). To make a device follow your usual dashboard again, untick the box and pick one.

Two things to know:

Your arrangement belongs to the dashboard, not the device. If you rearrange Front Desk on the counter computer, Front Desk looks the same on your phone.
The device is remembered by the browser. Clearing the browser's cookies, or using a private window, makes it a new device that opens on your usual dashboard.

A typical setup for the admin: an owner who also sells keeps Owner as their default, with Sales and Accounting available for the days they're chasing deals or closing the month.

Common mistakes

Removing a widget to "fix" a number. If a number looks wrong, open the tile's arrow (top right of each tile) to see the report behind it before you hide it. A dashboard that only shows good news isn't helping.
Reading a red arrow on the 2nd of the month. Two days of data can swing wildly. The month-over-month comparison is fair, but it isn't stable until about a week in.
Making a new dashboard to fix one tile. If all you want is one more widget on your usual dashboard, choose Customize and add it there. Keep your own dashboards for a genuinely different job, like month-end or the counter.
Expecting a coworker's widgets. If someone else has a widget you'd like, look in Add widgets. If it isn't listed, your role doesn't have the permission for that feature. Ask your administrator rather than borrowing their login.
Treating "Sales" and "Collected" as the same thing. An approved estimate isn't money in the bank. Watch both.
Forgetting the dashboard follows your business unit. If your company has several locations, the numbers are for the location you're working in (shown at the top). Switch locations from the top bar to see another.