Browse the field guide 48 workflows
Team and Business Controls

Set Up the Owner's Daily Dashboard

Arrange a small set of operating signals that answers what needs attention today, rather than turning the dashboard into another report archive.

Usually handled by
Owner, general manager, or department lead
Working time
About 10 minutes
Related workspace
View dashboard features
Start here Main menu → Dashboard → Customize
The result

What good looks like

A role-appropriate dashboard with trusted widgets, useful filters, and a defined daily or weekly review rhythm.

Before you start

Have these details ready

  • The decisions the viewer makes each day
  • Access to the underlying jobs, leads, invoices, schedules, and reports
  • Agreed definitions for key measures
Step-by-step

Run the workflow

  1. Define the review questions

    Write the few questions the dashboard must answer: urgent calls, today's capacity, unscheduled work, sales follow-up, billing backlog, cash, or exceptions.

  2. Choose widgets

    Add only widgets tied to those decisions. Prefer counts and trends that open the underlying worklist.

  3. Set filters and time windows

    Choose company/location/team/date filters that match responsibility. Avoid comparing widgets that use different periods without labeling it.

  4. Arrange by action

    Put urgent exceptions first, today's execution next, near-term pipeline/cash after that, and longer-term trends last.

  5. Validate the numbers

    Open source lists for sample counts and amounts. Resolve definition or data-quality gaps before relying on the widget.

  6. Review and prune

    Use the dashboard in daily huddles and remove widgets that do not lead to a decision or owned follow-up.

Close the loop

Check your work

Do not call the workflow complete until these statements are true.

  • Each widget supports a named decision
  • Filters and periods are understood
  • Exception widgets open a worklist with an owner
Common problems

If something does not look right

A number differs from a report

Compare date basis, status, location, permissions, and refresh time before treating either as wrong.

The dashboard is crowded

Keep the daily operating view focused and use saved reports for deeper analysis.

Handoff

Keep the workflow moving

Team and Business Controls Review Labor Utilization and Job Time

Use scheduled, clocked, and job labor data to find capacity, payroll, and profitability problems while there is still time to act.

 Billing and Cash Flow Work an Overdue Invoice

Use a consistent collections sequence that confirms facts, records contact, and escalates based on risk and company policy.

 Planning and Dispatch Assign a Follow-Up Task

Turn a promise or exception into a visible action with one owner, one deadline, and a link to the affected record.
Put the process to work

Run the workflow with your own customers, crews, and pricebook.

Start a trial or review the connected feature workspace before setting up your team's process.

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