Dashboards
The Dashboards section provides a real-time, high-level overview of performance across Sales and Implementation.
It helps managers and teams monitor pipeline health, revenue trends, operational workload, and forecasting metrics — all in one place.
Dashboard Types
Section titled “Dashboard Types”At the top of the page, you can switch between different dashboard views:
- Tasks & Deals
- Progress Review
- Funnel Review
- Senior Management Dashboard
- Implementation Report
You can also switch between:
- Sales
- Implementation
- Senior Management
1. Tasks & Deals Dashboard
Section titled “1. Tasks & Deals Dashboard”This view focuses on operational sales activity.
All Tasks
Section titled “All Tasks”Displays:
- Task name
- Assigned user
- Status (Pending, In Progress, etc.)
- Priority (Low, Medium, High)
- Due date
You can:
- Search for tasks
- Apply filters
- Track overdue or pending work
Pending Opportunities
Section titled “Pending Opportunities”Shows deals that have not yet progressed or closed, including:
- Business name
- Last contacted date
- Run date
- Deal value
Top Revenue Deals
Section titled “Top Revenue Deals”Highlights businesses with the highest revenue potential.
2. Progress Review
Section titled “2. Progress Review”This dashboard breaks down performance into:
- Monthly
- Quarterly
- Yearly
Each section displays:
- Total businesses
- Total revenue
- Total employees
- Total profit
Use this view to measure growth trends over time.
3. Funnel Review
Section titled “3. Funnel Review”This section focuses on pipeline health and revenue flow.
Likelihood Overview
Section titled “Likelihood Overview”Displays deal probability status.
Checks Processed
Section titled “Checks Processed”Tracks operational processing volume.
Gross Revenue Processed
Section titled “Gross Revenue Processed”Shows revenue once billing integration is active.
Opportunities by Source
Section titled “Opportunities by Source”Displays where leads originate from (e.g., Direct, Unknown, etc.).
4. Senior Management Dashboard
Section titled “4. Senior Management Dashboard”This is a high-level executive overview including:
Annual Revenue
Section titled “Annual Revenue”- Total Annual Revenue
- Quarterly Revenue
- Year-to-Date Revenue
Total Checks Processed
Section titled “Total Checks Processed”Breakdown by categories such as:
- Unknown
- Secondary
- Other
Active Employees
Section titled “Active Employees”Shows:
- Total active employees
- Total active clients
Entry Types for Payrolls Processed
Section titled “Entry Types for Payrolls Processed”Breakdown by processing category.
Geographic Overview
Section titled “Geographic Overview”- Operating in Locations (map view)
- States Employees Paid In
This view is designed for leadership decision-making and strategic planning.
5. Implementation Report
Section titled “5. Implementation Report”Focused on onboarding and operational execution.
Key Metrics
Section titled “Key Metrics”- Active Implementations
- New Implementations
- Completed Implementations
You can filter by:
- Today
- Week
- Month
- 30 Days
Upcoming Run Dates
Section titled “Upcoming Run Dates”Calendar-style view showing scheduled payroll or processing dates.
All Tasks
Section titled “All Tasks”Detailed list of implementation-related tasks including:
- Project
- Assigned user
- Status
- Due date
- Priority
Customizing Dashboard Views
Section titled “Customizing Dashboard Views”You can:
- Filter by time range (ALL, 1M, 6M, 1Y)
- Switch between Sales and Implementation
- Use search where available
- Drill into tasks or businesses directly
When to Use Each Dashboard
Section titled “When to Use Each Dashboard”| Dashboard | Best For |
|---|---|
| Tasks & Deals | Daily sales management |
| Progress Review | Performance tracking |
| Funnel Review | Pipeline health analysis |
| Senior Management | Executive overview |
| Implementation Report | Onboarding monitoring |
Best Practice
Section titled “Best Practice”Use:
- Tasks & Deals daily
- Progress Review weekly
- Funnel Review during pipeline meetings
- Senior Management Dashboard in monthly leadership reviews
- Implementation Report for operational standups
The Dashboards module ensures you always have visibility into performance, bottlenecks, and growth opportunities.