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Dashboard Overview

The Office Dashboard is your command center for daily decisions. It helps you track jobs, revenue, teams, and lead activity without jumping between modules.

Who Can Access This​

RoleAccess Level
AdministratorFull access
OfficeFull access
SalesFull access
HR AdminFull access
Payroll AdminFull access
note

If you do not see this feature, your role may not have permission. Contact your administrator.

Open the Dashboard​

  1. Go to Office > Dashboard in the left navigation.
  2. The Operations Dashboard opens by default.
  3. Use the dashboard selector in the toolbar to switch views.

Your last selected dashboard is saved in your browser. It opens again after refresh.

Pre-built Dashboards​

MaidCentral Pulse includes five pre-built dashboards. Switch between them using the dropdown in the toolbar. Each dashboard only appears in the dropdown if it is enabled for your company.

note

If your Office Dashboard opens to the Overview dashboard and the dropdown is disabled — hovering over it shows "More dashboards coming soon" — the pre-built dashboards below are not available for your branch. See Overview Dashboard for what that screen shows.

Operations Dashboard (default)​

Designed for day-of dispatch and operations monitoring.

Shows:

  • Jobs Scheduled Today — live job status board with today's jobs by status (Not Started, En Route, In Progress, Complete, At Risk) and a list of At-risk jobs
  • Attention-Needed Queue — jobs that need attention
  • Same-Day Cancels, On-Time Arrival, Completion, and Revenue Today — four small cards
  • Post-Clean Rating Stream — recent customer ratings
  • Teams Active and Team Utilization — team health cards

Admin/Owner Dashboard​

Designed for business owners and leadership check-ins.

Shows:

  • Recurring Revenue Run Rate and Gross Margin %
  • Customer Churn Rate and Gross Margin on Labor
  • Customer Rating Trend and Active Customers
  • Goals — progress against your goals
  • Customer Metrics — home growth trend, home type breakdown, retention metrics, and customer lifetime value

Sales Dashboard​

Designed for lead review and conversion tracking.

Shows:

  • Open Pipeline Value by Stage — open quotes by pipeline stage
  • Close Rate and New Recurring Customers
  • Active Leads, Unassigned, New Leads, and Quote Response — four small cards
  • Pipeline Velocity, Booking Mix, and Leads by Stage
  • Lead Aging / Stale Quotes
  • Recent Lead Activity — list of recent leads with status

Revenue Tracking​

Designed for tracking revenue metrics and trends.

Shows:

  • MRR Movement Waterfall — new, expansion, contraction, and churn movement in recurring revenue over the last six months
  • Billed vs Collected — month-to-date invoiced dollars compared with payments received
  • AR Aging Buckets — outstanding receivables grouped by age
  • Avg Revenue — average revenue per job and per job-hour, compared with the prior period
  • Gross Margin by Service Type — rolling 90-day margin percentage by service type
  • Refunds / Comps / Re-Cleans — month-to-date refunds and givebacks by reason
  • Failed/Declined Auto-Charges — recent failed card attempts, sorted by amount
  • Tip & Add-On Attach Rate — month-to-date percentage of jobs with tips or add-ons

Goals Dashboard​

Designed for tracking progress against your goals.

Shows:

  • Goals — live pace for your active goals
  • Goal Alerts — goals that have slipped to at-risk or off-track
  • Revenue (MTD) and Jobs — KPI cards

Complete Widget Showcase​

An internal preview dashboard that shows a sample set of widgets in one layout. It only appears in the dropdown when it is enabled for your company, so most companies won't see it. For the full list of widgets, see Dashboard Widget Reference.

Switching Dashboards​

  1. Click the dashboard selector dropdown in the toolbar.
  2. Select a pre-built or custom dashboard from the list.
  3. The view updates immediately.

Custom dashboards you create appear in the same selector alongside the pre-built options.

Financial Widgets and Feature Availability​

Some capacity and financial widgets are tied to your company's reporting feature settings. If a widget does not appear on a dashboard, it may be disabled in your company's configuration. Contact your administrator to enable the related reporting feature.

Tips​

  • Start each morning with Operations Dashboard to review the day's jobs and alerts.
  • Use Sales Dashboard for lead standups and weekly conversion reviews.
  • Use Admin/Owner Dashboard for leadership meetings and target tracking.
  • Build custom dashboards for specific roles — see Build a Custom Dashboard.

Troubleshooting​

I do not see custom dashboards in the dropdown​

Custom dashboards are loaded from the API. If none appear, you may not have created any yet. Use the Create Dashboard button to build one.

A widget is missing from a dashboard​

The widget may be disabled by your company's feature settings. Contact your administrator.

My dashboard changed after logging in on a different device​

The selected dashboard is saved in your browser only. It resets to the default on a new browser or after clearing browser storage.