Use the dashboard as your at-a-glance view of operations. It brings together job, client, staff, budget, spending, cost, and gross-profit information, with financial information shown only to people whose role allows them to view it.
Sign in, then open Dashboard from the main navigation. The page greets you by first name and shows Here's an overview of your TreeSafe operations.
If you do not see Dashboard or are redirected elsewhere, your account may not have access to this area. Contact your administrator if you think you should have access.
The four summary cards provide quick counts for jobs, clients, and staff. Select a card to open the related area:
Under Job Overview, the financial cards and charts show information for all open jobs by default:
The job charts use the job name along the horizontal axis and currency values along the vertical axis. If there are no matching jobs, the charts display No job data yet or No cost data yet.
Gross Profit by Job Owner ranks job owners by gross-profit percentage, highest first. On a computer, the results appear in Job Owner and Gross Profit columns. On a smaller screen, each owner appears with their percentage.
Only invoiced, non-profit jobs with an estimated value above zero contribute to this view. If no matching results are available, it displays No gross profit data available yet.
The selected job or manager changes the budget, spending, and cost information. Choosing a specific job takes priority over choosing a manager, so the view focuses on that job.
A date-range filter uses the dates you enter. A client filter shows results for the selected client. Applying a new gross-profit filter refreshes the dashboard results.
Your role may not have permission to view financial information. Ask an administrator to review your access if you need these widgets for your work.
The financial charts show open jobs. There may be no open jobs, or your selected job or manager may not have matching open-job information. Select Clear and check again.
Gross profit includes only qualifying invoiced jobs with an estimated value above zero. The selected financial-year, date, client, or manager filters can also exclude all results.
Yes. Select the job in the Job selector under Job Overview, then select Search.
Yes, if you can view financial information. Choose a manager in the Manager selector and select Search.
It means the current financial year configured for your account. The dashboard uses This FY as the default gross-profit filter.
No. The dashboard is for monitoring and filtering information. Use the linked jobs, clients, or staff areas to continue working with those records.