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How to use the Team Performance Dashboard

The performance dashboard gives you a quick view of how your business is doing. Use the Team Performance tab to see how each team member is tracking toward their goals.

Setting Up Your Dashboards

Each dashboard automatically reflects the data from your jobs. However, the data in your performance dashboards is only as good at the data in your job cards.

To get the most accurate intel on the way your business, always keep your jobs up to date in Roofr. The more details the better. The more historical data you have, the more you can optimize your performance.

How to use your Team Performance Dashboard

Set your filters

View your Job Reports by time period:

  • Day, week, month, quarter or year

Then refine your view (optional) by:

  • Address, customer, owner, stage, status, workflow or dates

💡 Click Reset to view all lifetime jobs on your report

💡 Set a 'Job Created' date and a comparison date to see percentage change in the KPI cards and compare performance across time periods.

At-a-Glance Metrics

  • View your top closer, biggest job, most assigned jobs and most qualified leads

Ranking Table

  • Sort your team by performance indicators including; jobs assigned and close rate percentage

  • Keep tabs on your most consistent closer and who is landing the biggest deals

Detailed Job Chart

  • Contains all jobs data and can be sorted and filtered as needed

💡 Click Export Data to export the data in this chart

Want more detail?

  • Click on any chart to open a window to view the underlying data

What's Next?

How to use the Lost Jobs Performance Dashboard

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