Build custom dashboards

Custom dashboards let you put the numbers you check most on one page, like a wall-screen scorecard for the shop. They're part of Labs, Homeforce's early-access features, and are included on the Scale plan.

#Turn on dashboards

The account owner turns Labs features on.

1. Go to Settings → Labs.
2. Turn on Custom dashboards.

Dashboards then appears in the sidebar under Insights. Anyone who can view reports can open and edit dashboards. If dashboards aren't turned on, the page says "Turn on Custom dashboards in Settings → Labs."

#Create a dashboard

1. Click Dashboards in the sidebar.
2. Type a name in New dashboard name at the top (for example, "Monday meeting").
3. Click Create.

New dashboards start with three widgets: Revenue collected, Jobs completed and Close rate, each over 30 days.

If you have more than one dashboard, switch between them with the buttons above the widgets. Dashboards are shared with everyone in your company who can see reports.

#Add and remove widgets

1. Under Add a widget, choose the Metric.
2. Choose the Period: Today, 7 days, 30 days, 90 days or 12 months.
3. Click Add.

To take one off, click Remove on the widget. A dashboard holds up to 24 widgets.

#Available metrics

Metric	What it shows
Revenue collected	Payments received, minus refunds
Invoiced	Invoices issued
Average ticket	Average invoice total
Jobs completed	Jobs finished
Close rate	Estimates approved out of presented
Outstanding receivables	What customers owe you now
Open estimates value	How many estimates are still waiting on a decision, with the top five listed
Active members	Active and past-due membership agreements
Leads by source	A list of lead counts per source
Revenue by tech	A list of revenue per technician

These use the same calculations as the Reports page and the AI assistant, so the numbers agree everywhere.