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Understanding the company dashboard
Understanding the company dashboard

Guide to understanding what each chart or graph on the company dashboard is for, and how it gets it's report data.

Updated over 11 months ago

The company dashboard provides you a detailed overview of your company.

The Detail Bookie company overview dashboard

Dashboard Data

Today's jobs pie chart

The today's jobs pie chart

The Today Summary pie chart displays a summary of the day’s jobs.

The jobs are divided into categories based on their Job status. Each segment of the ring is a different job status.

The revenue total reflects the total amount charged on all counted jobs. Unlike elsewhere on the dashboard, this widget counts revenue for uncompleted jobs.

Jobs statuses included are: SCHEDULED, INROUTE, CHECKEDIN, DELAYED, INPROGRESS, QC, CURING, PICKUP, LATEPICKUP, PICKEDUP, COMPLETE

Future jobs pie chart

The Future Jobs pie chart displays a summary of jobs with a pickup date in the future.

The jobs are divided into categories based on their vehicle type. Each segment of the ring counts different vehicle types.

The revenue total reflects the total amount charged on all counted jobs.

Unlike elsewhere on the dashboard, this widget counts revenue for uncompleted jobs.

Job status included are: SCHEDULED, INROUTE, CHECKEDIN, DELAYED, INPROGRESS, QC, CURING, PICKUP, LATEPICKUP, PICKEDUP, COMPLETE

30 Day rebooking rate

The Rebooked Rate Counter displays the percentage of jobs created in the past 30 days whose customer has a previously occurring job in the books marked as COMPLETE.

Job status included are: SCHEDULED, INROUTE, CHECKEDIN, DELAYED, INPROGRESS, QC, CURING, PICKUP, LATEPICKUP, PICKEDUP, COMPLETE

Jobs per customer counter

The Jobs Per Customer counter displays the average number of jobs per customer. The Anonymous Estimate customer, or any customers with 0 jobs do not count towards this average.

Jobs counted for customer average are in the job status SCHEDULED, INROUTE, CHECKEDIN, DELAYED, INPROGRESS, QC, CURING, PICKUP, LATEPICKUP, PICKEDUP, COMPLETE

Monthly revenue line chart

The monthly revenue line chart displays the revenue summary by month of all COMPLETE jobs whose pickup date falls within the monthly time period.

Daily, weekly and monthly revenue summary tables

The revenue summary tables display the number of jobs and amount charged on invoices for all invoices in COMPLETED status whose pickup date is set within the stated time period.

Recent inspection photos

Click on these photos to view their job tickets.

Recently updated jobs table

The five most recent created or updated job tickets.

Recently created customers table

The Recently Created Customers table displays the last five customers that were created, and their most recent job or estimate details.

New customer summary

The new customer summary table displays the number of new customers created within various time periods, if they were self-signups on your booking website, or if they were created by your staff in your backoffice website

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