Dashboard Widgets - Goal Views

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30 New widgets have been implemented into custom dashboards. These widgets come with a new feature. Goals!

You will now be able to set your goals either in the widget itself or on the spotlight dashboard and monitor where you are compared to those goals!

Goal View

    • A New feature has been added to widgets, Goal view! This new addition will be a new option to view widgets that will measure a goal set on your Spotlight Dashboard or within the widget and compare that goal to where you are currently at!

    • The goal view is available in all the widget types below

    • Goal Value

      • The goal value found on any widget below will Default to the goals set on your Quarterly Spotlight Dashboard goals but can be overridden in widget settings by editing any dashboard and clicking the Blue Pencil at the top right of any goal-oriented widget

        •   

        • Please Note: All default goals set on the spotlight dashboard are QUARTERLY

Controlling your data windows

    • When editing your widgets from the "Edit Dashboard" > Pencil at the bottom of the edit modal you can control the Data window of your widget, You can view any of your widgets in the below forms

      • Previous

      • Previous Year

      • Current

      • To date

      • > >

Widgets

All widgets below are being pulled from Revenue Production Planning data

  • Job Revenue Pending

  • Job Count Pending

  • Job Allowed Hours

  • Employee Scheduled Hours

  • Employee Available Hours

  • Revenue / Job Hours

  • Revenue / Job

  • Chart: Revenue Production Planning

    • Displays: Current, Previous, Previous Year for Same Window, Goal

All widgets below are being pulled from the Job Counts by Date and Status report

  • Job Count Completed

  • Job Revenue Completed

  • Job Count Pending

  • Job Revenue Pending

  • Job Count Cancelled

  • Job Revenue Cancelled

  • Job Count Moved

  • Job Revenue Moved

  • Job Count Lock Out

  • Job Revenue Lock-Out

  • Job Count Skipped

  • Job Revenue Skipped

  • Job Count Bumped

  • Job Revenue Bumped

  • Chart: Job Counts by Date and Status

  • Chart: Job Revenue by Date and Status

All The widgets below are real-time stats and pulling live from the database as things are updated.

  • Recurring Customer Count

  • Recurring Home Count

  • Recurring Service Set Count

  • Customer Attrition

  • Home Attrition

  • Service Set Attrition

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