Your business health metrics in an all NEW dashboard

The new insights dashboard gives you a quick, at-a-glance view of the numbers that matter most—like revenue trends, lead conversion rates, and job capacity. No more jumping between reports to understand how your business is doing. Want to dive deeper? Just click ‘View report’ on any graph to open the corresponding report.

You’ll find the insights dashboard under the new Insights tab in the side navigation. All your usual reports are available in the Reports tab.

Learn more about the insights dashboard in our Help Center.

The insights dashboard is available on all plans.