The Dashboard provides real-time visibility into your business metrics. Customizing layout widgets lets owners and managers focus on key performance indicators (KPIs) like sales, schedules, and collections.
Step-by-Step Walkthrough
Navigate to Dashboard Layout
Log into the office portal. Go to the main dashboard workspace and click the Customize Layout button.
Add Visual Metrics
Click Add Widget. Select from available metric widgets (e.g., Accounts Receivable Aging, Leads Conversion Rate, Scheduled Crews).
Arrange with Drag and Drop
Drag and drop widgets to arrange the layout. Resize widgets to highlight critical metrics.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Widget Size | Required | Choose widget width (Small, Medium, Full Width). |
| Update Frequency | Required | Set automatic refresh interval (e.g., 5 min, Hourly). |
Apply Custom Data Filters
Hover over a widget and click the gear icon. Select date ranges, service divisions, or location filters.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Date Range Filter | Optional | Filter by: Today, Last 7 Days, Month to Date. |
| Division Filter | Optional | Filter by specific business divisions. |
Save Layout Defaults
Click Save Layout. You can save the layout as your personal default or share it with other users.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Access Permissions: Financial widgets require manager-level or administrator permissions.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.