A well-organized dashboard can provide a snapshot of your businessโs performance, allowing you to monitor key metrics in real-time. Formitize enables dashboard customization so you can focus on the data that matters most to your operations, such as job progress, revenue, or compliance status.
To personalize your dashboard, navigate to the Dashboard Settings in the Web Portal. You can add, rearrange, and remove widgets that display data from various modules, such as jobs, forms, and reports. Each widget can be configured to show specific metrics, such as the number of open jobs, completed tasks, or outstanding invoices.
This real-time overview helps managers make data-driven decisions quickly. For example, if you notice a backlog of incomplete jobs, you can reallocate resources to address the issue promptly. Custom dashboards also improve accountability by providing transparency across departments.
By tailoring your dashboard to your business needs, you gain better visibility and control over operations, ultimately driving efficiency and profitability.
