System Updates (August 2026)

At a Glance

Your new Dashboard and Pipeline are officially live!

We’ve brought the information you need most into one place, with a Dashboard based on your user permissions and a new Pipeline page that gives you more visibility into your active opportunities.

Dashboard & Pipeline Highlights

Get a quick look at the new Dashboard, navigation, metrics, Pipeline, and more.

Dashboard & Pipeline Must-Knows

Permissions
Your Dashboard view is based on your role and permissions, so different users within your company may see different information.

  Home
Your main home screen is now the Dashboard, and clicking the Contractor Accelerator logo in the top-left corner will take you to the Dashboard.

 Navigation
The main left navigation now includes links to Calendar, Dashboard, and Pipeline.

Metrics
Use the date range at the top of the Dashboard to review metrics for different time periods and click the tooltip icon to understand how metrics are calculated.

Jump Into the Details
Look for the circle arrow icon within Dashboard sections to quickly jump into that area of Contractor Accelerator. For example, Today's Route takes you to the Calendar, while Tasks and Appointments take you to their respective tables.

  Complete Evaluation
You can now complete evaluation appointments just like installation appointments.

Your Dashboard, Based on Your Permissions

The Dashboard is designed to put the information most relevant to your day front and center.

Depending on your role and permissions, your Dashboard may include:

• Business and performance metrics
• Tasks due today
• Today’s appointments
• Today’s route
• 7-Day Forecast
• Pipeline

Sales users may see metrics based on their own performance, while users with broader permissions may see company-wide information. Marketing users may see marketing-specific metrics, while Installers have a more operations-focused view.

For a complete breakdown of the different Dashboard views, metrics, and calculations, click here to visit our CRM Dashboard Help Center article.

Updated Pipeline

📈 New Pipeline Page
The Pipeline is now available directly from the main navigation, giving you a full view of the opportunities moving through your workflow.

📋 Table Views
Click into a Pipeline stage to see the records behind it in a table view with more details.

🔍 Search & Group
Quickly search your Pipeline and, depending on your permissions, group results by user.

You can still use the Pipeline alongside your Dashboard for a quick look at where leads and projects are in your workflow.

Seeing Some Clutter?

The new Dashboard and Pipeline may bring attention to some old data that’s been hanging around. Now is a great time for a quick cleanup!

🧹 Pipeline full of old projects? Clean up old Projects, Appointments, and more so your Pipeline reflects active opportunities. Click here to learn how.

🗂️ Have a ton of old Tasks? Bulk complete Tasks you no longer need. Click here to learn how.

🎥 Watch the Live Walkthrough

Want the full details? Watch the recording of our Live walkthrough from July 14th for a complete look at the new Dashboard and Pipeline.

What’s Next?

This is the first phase of the new Dashboard experience. We’re already planning additional metrics, widgets, filters, role-based experiences, and customization options.

As always, thank you for your feedback and suggestions. Your input continues to shape the future of Contractor Accelerator.