The Contractor Accelerator Dashboard gives you a role-based view of the information you need to start your day, including business metrics, tasks, appointments, weather, routes, and your Pipeline.

Your Dashboard is based on your user permissions, so the information you see may be different from what another user in your company sees.

Table of Contents

• Dashboard Permissions
• Dashboard Metrics
• Dashboard Date Range
• Today's Tasks
• Today's Appointments
• Today's Route
• Weather
• Pipeline
• View More Pipeline Details
• What's Next for the Dashboard?

Your Dashboard Is Based on Your Permissions

The Dashboard is designed to give each user quick access to the information most relevant to their work.

For example, a Primary User may see company-wide performance metrics, while a Sales user may see metrics based on their own activity. Marketing users may see marketing performance metrics, while Installers may see operational tools without company financial metrics.

Users with multiple permissions may see a combination of Dashboard information available to those permission sets.

Primary User

Primary Users have the broadest Dashboard view and may see:

• Company Lead Activity
• Company Sales Activity 
• Company Sales Conversion
• Company Sales Performance
• Company Sales Funnel
• Company Receivables
• Company Operations/Production
• Marketing Costs
• Acquisition Costs
• Top Marketing Source
• Tasks Due Today
• Today's Appointments
• Today's Route
• 7-Day Forecast
• Pipeline

Sales Manager

Sales Managers can see company-level sales and operational information, including:

• Company Lead Activity
• Company Sales Activity 
• Company Sales Conversion
• Company Sales Performance
• Company Sales Funnel
• Company Receivables
• Company Operations/Production
• Tasks
• Today's Appointments
• Today's Route
• 7-Day Forecast
• Pipeline

Marketing-specific metrics are not displayed unless the user also has the appropriate marketing permissions.

Sales

Sales users see performance metrics based on their own activity rather than company-wide totals. These sections are labeled My instead of Company and may include:

• My Lead Activity
• My Sales Performance
• My Sales Activity 
• My Sales Conversion
• My Sales Funnel
• My Receivables
• My Operations/Production
• Tasks
• Today's Appointments
• Today's Route
• 7-Day Forecast
• Pipeline

Marketing

Marketing users have a Dashboard focused on lead generation and marketing performance, including:

• Marketing Costs
• Acquisition Costs
• Top Marketing Source
• Tasks
• Today's Appointments
• Today's Route
• 7-Day Forecast
• Pipeline

Additional information may be available based on the user's other permissions.

Installer

Installer users have an operations-focused Dashboard and do not see company-level sales, financial, or marketing metrics unless they have additional permissions that provide access to that information.

Their Dashboard focuses on:

• Tasks Due Today
• Today's Appointments
• Today's Route
• 7-Day Forecast
• Relevant Pipeline information

Managing Access to Dashboard Metrics

The metrics a user can see are determined by the Roles assigned to that user.

• Primary users can see all company-wide Dashboard metrics.
• Sales Management allows access to company-wide sales and operational metrics.
• Sales allows users to see their own sales and operational metrics, labeled My instead of Company.
• Marketing allows access to company-wide marketing metrics.
• Users without one of these permissions will not see the related metric sections.

If you do not want a user to see certain company or financial information, review their assigned Roles under Company Settings > Users.

Important: Users can have multiple Roles, and their Dashboard reflects the combination of those permissions. Roles also control access to other areas of Contractor Accelerator, so consider everything the user needs to access before making changes.

Understanding Your Dashboard Metrics

Your Dashboard brings key business metrics together so you can quickly review lead activity, sales activity, sales performance, sales conversion, your sales funnel, production, and more.

Depending on your permissions, you'll see different groups of metrics across the top of your Dashboard. Metrics may display company-wide information or only your own activity.

Hover over the information icon next to a metric group for a quick explanation of how those numbers are calculated.

Lead Activity

Opportunities include all new leads and customers added during the selected date range. A lead later converted to a customer is counted once.

Converted to Apts. shows how many of those opportunities converted to a Sales Appointment.

Lead Conversion is calculated by dividing Converted to Apts. by Opportunities.

Lead Conversion follows the actual opportunities included in the selected date range to determine how many converted to a Sales Appointment. It does not simply compare the number of Opportunities and Sales Appointments that occurred during the same period.

Sales Activity

• Sales Appointments include evaluation appointments scheduled to occur during the selected date range. Canceled appointments are not included.

• Projects Estimated counts projects with at least one estimate. Multiple estimates created for the same project are counted as one project.

• Bid Rate is calculated by dividing Projects Estimated by Sales Appointments.

Sales Performance

• Sales Revenue includes bids accepted and scope changes created during the selected date range.

• Projects Sold counts projects with at least one bid accepted during the selected date range. Each project is counted once.

• Average Sale is calculated by dividing Sales Revenue by Projects Sold.

Sales Conversion

• Appointment Close Rate is calculated by dividing Projects Sold by Sales Appointments. This shows the percentage of Sales Appointments that ultimately result in a sold project.

• Estimate Close Rate is calculated by dividing Projects Sold by Projects Estimated. This shows the percentage of estimated projects that ultimately result in a sale.

• Why are there two Close Rates? Companies measure closing performance differently. Appointment Close Rate measures performance beginning with the Sales Appointment, while Estimate Close Rate measures performance once a project reaches the estimating stage.

Sales Funnel

• Open Bid Value is the total value of open bids on In Progress projects.

• Open Bid Count counts each individual open bid on In Progress projects.

• These are current totals and are not affected by the selected Dashboard date range.

• Tip: Cancel bid options that were not selected by the customer to keep your Open Bid Value and Open Bid Count accurate.

Receivables

• Outstanding A/R shows the current balance of unpaid invoices and is not affected by the selected date range.

• Cash Collected shows payments received during the selected date range.

Operations/Production

• Installed Revenue includes revenue from projects with installation appointments scheduled during the selected date range, including applicable scope changes.

• Installation Appointments shows the number of installation appointments scheduled during the selected date range.

Marketing Costs

• Marketing Spend shows the marketing spend attributed to the selected date range.

• If a marketing cost spans a longer period, the cost is prorated by day so only the portion that falls within the selected dates is included.

• Cost Per Lead is calculated by dividing Marketing Spend by Opportunities during the selected date range.

Acquisition Costs

• Cost Per Sale is calculated by dividing Marketing Spend by Projects Sold during the selected date range.

Top Marketing Source

• Top Marketing Source is the source that generated the most leads during the selected date range.

• % of Leads shows what percentage of all leads came from this source during the selected date range.

• % of Marketing Costs shows what percentage of your total marketing spend during that date range went toward this source.

• Compare % of Leads to % of Marketing Costs to better understand your return on marketing investment.

Dashboard Date Range

Use the date selector at the top of the Dashboard to change the reporting period for date-based metrics.

The selected date range affects:

• Opportunities
• Sales Appointments
• Sales Revenue
• Projects Sold
• Close Rate
• Cash Collected
• Installed Revenue
• Installation Appointments
• Marketing Spend
• Cost Per Lead
• Cost Per Sale
• Top Marketing Source

Some metrics show your current position rather than activity during a selected period. These are not affected by the Dashboard date range:

• Open Bid Value
• Open Bid Count
• Outstanding A/R

The 7-Day Forecast, Today's Route, Tasks Due Today, and Today's Appointments are also focused on current or upcoming activity rather than the selected reporting period.

Tasks Due Today

The Tasks Due Today section displays your open tasks that are overdue and/or due today.

Each task card can include:

• Task name
• Due date
• Reminder
• Priority
• Lead, Customer, or Property association
• Who created the task
• When it was created
• Open / Complete status

Use the three-dot menu to:

• View Task Details
• Complete Task
• Edit Task
• Delete Task

When completing a task, you can add a note before marking it complete. Completed tasks are removed from the Dashboard.

Select the + to create a new task without leaving the Dashboard.

Select the arrow icon to open the full Task Manager.

Today's Appointments

Today's Appointments gives you quick access to appointments scheduled for today.

The appointments displayed are based on your existing permissions. For example, if you normally only see your own appointments, you'll see your appointments here. If you have permission to see appointments for other users, those may also be displayed.

You can complete an appointment directly from the Dashboard when you're finished.

Select the arrow icon to open the full Appointments Table.

Today's Route

Today's Route displays your appointments on a map, giving you a quick visual of where you're headed for the day.

Select the arrow icon to open the Calendar for additional route and scheduling details.

Weather

The 7-Day Forecast displays the weather forecast for your company's business location.

Select a day in the forecast to see additional details, including:

• High and low temperatures
• Weather conditions
• Chance of rain
• Wind
• UV index
• Humidity

Pipeline

The Pipeline gives you a quick view of leads and projects as they move through your workflow.

Depending on your permissions, you can view your own projects, group projects by user, or view additional company activity.

Pipeline stages may include:

• Leads Created
• Projects Created
• Sales Appointments Scheduled
• Sales Appointments Completed
• Bids Started
• Bids Pending
• Bids Sent
• Bids Accepted
• Bids Declined
• Installation Appointments
• Installation Completed
• Warranties Sent

Each stage includes additional details to help you quickly identify what needs attention.

View More Pipeline Details

The Pipeline is no longer limited to the sidebar view previously available on the Calendar.

You can now:

• View the Pipeline directly from your Dashboard
• Select a Pipeline stage to see additional details
• Open the standalone Pipeline page for a full table view

The standalone Pipeline page provides more information about the records within each stage and gives you quick access to the associated lead, project, appointment, or bid.

What's Next for the Dashboard?

This is the first phase of the new Dashboard experience.

Future phases are planned to include additional role-based dashboards, metrics, widgets, filters, and customization options so your team can build Dashboard views around the information most important to your business.