Understanding Key Dashboard Metrics

The Dashboard provides a centralized view of essential business metrics, enabling users to monitor performance and identify areas that require attention. These metrics are designed to give both a high-level overview and detailed insights into financial and operational aspects. Below is an overview of the key metrics available on the Dashboard.

• Revenue Today: Displays the total revenue earned today.
  
  
• MTD Revenue (Month-to-Date Revenue): Tracks revenue generated from the start of the current month.
  
  
• Monthly Recurring Revenue (MRR): Indicates the recurring revenue from subscriptions or long-term agreements.
  
  
• Projected Revenue: Shows the estimated revenue for the current month, including:

o   Billing Due: Outstanding amounts that need to be billed.

o   Recurring Revenue: Monthly expected revenue from recurring invoices.

• Cumulative Revenue (Month-over-Month): A graph showing month-to-month revenue growth, allowing users to identify trends.
  
  
• (Current Month) MTD Revenue: Month-to-date revenue compared against store goals.
  
  
• (Current Month) YTD Revenue (Year-to-Date): Tracks annual revenue progress against yearly goals.
  
  
• My Sales: Tracks individual sales performance, including:

o   Progress: Percentage of the sales goal achieved.

o   My Goal: The target revenue set for the user.

• Store Sales: Displays team or organizational sales performance, including:

o   Progress: Percentage of the team’s sales goal achieved.

o   Store Goal: Total revenue target for the organization

• My Conversion: Tracks individual lead conversion rates, including:

o   Progress: Percentage of successfully converted leads.

o   Converted: Number of completed conversions.

o   Total Convertible: Total number of potential leads available for conversion.

• Jobs This Month: The total number of jobs completed or active in the current month.
  
  
• Outstanding Receivables: Displays the amount of unpaid invoices due from customers.
  
  
• Past Due: The total value of invoices overdue for payment.
  
  
•  Recent Payments: A list of the most recent payments, including:

o   Date: When the payment was made.

o   Name: Customer associated with the payment.

o   Description: Method of payment (e.g., cash, card).

o   Amount Paid: Value of the payment.

• Recent Calls: Shows details of customer calls, including:

o   Date: When the call was made.

o   Number: The phone number associated with the call.

o   Length: Duration of the call.

o   Status: Current state of the call (e.g., In Progress).

• Suprata Updates: Displays the latest product updates and features, keeping users informed about improvements and changes to the system.
  
  
• New Features: Provides links to detailed articles about newly rolled-out features.

These widgets can be customized by administrators to tailor the dashboard view for individual users or teams. Users can focus on metrics most relevant to their roles, ensuring efficient and effective monitoring.