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 Lost Jobs 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
š” Click Reset to view all lifetime jobs on your report
š” 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 Highest job value, most frequent reason, average days to lost, average value of lost job and your total value of all lost jobs
Job Lost Reasoning Table
See exactly why jobs are being lost and take action
Detailed Job Chart
Contains all Lost Jobs data and can be sorted and filtered as needed
š” 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?