In this article, you’ll learn about the different dashboard experiences currently available in Workiz.
Workiz is currently rolling out a new dashboard experience to select accounts. Because of this, some customers may still see the previous dashboard layout and capabilities while others have access to the updated dashboard.
Please select the section below that matches the dashboard currently visible in your account:
- New Dashboard
- Previous Dashboard
New dashboard
The new dashboard is currently only available to users who are part of the beta program.
To join the beta, please contact support.
The new dashboard experience was designed to give businesses greater visibility into overall performance with a cleaner, more intuitive interface. In addition to seeing key business metrics, you can now better understand the trends behind those numbers with period-over-period insights that highlight whether performance is improving or declining over time.
To help provide additional clarity, every dashboard widget also includes built-in tooltips and explanations that describe how metrics are calculated and what they represent.
Organized business insights
Dashboard metrics are now grouped into dedicated sections — such as Revenue and Communications — making it easier to understand related data points together and navigate the dashboard more efficiently.
Performance trends
In addition to displaying raw numbers, the new dashboard highlights performance trends over time, making it easier to identify increases or decreases across key business metrics.
Flexible date ranges
Use the date range selector to quickly adjust the reporting period and better understand business performance across specific timeframes.
Built-in explanations
Every dashboard widget now includes built-in tooltips and explanations to help clarify what each metric represents and how values are calculated.
Accessing the previous dashboard
Accounts that previously had access to the earlier dashboard experience will continue to see a toggle that allows them to switch between the new and previous dashboards.
The new dashboard experience is still actively evolving and may not yet include every capability available in the previous dashboard, such as certain customization and widget visibility settings.
If you’re unable to locate a specific feature or metric, you may still be able to access it from the previous dashboard experience.
Previous dashboard
Diverse set of data
From the amount of money owed from past due invoices to top-performing job sources, Workiz provides you with a wide range of data you can access at just a glance.
For a more comprehensive understanding of your home dashboard widgets, please see this article.
Customizable interface
Tailor your Workiz dashboard to meet your needs, highlighting the widgets that matter and hiding the ones that don’t.
Simple permissions management
Workiz allows you to set permissions to limit dashboard visibility for the entire dashboard or for particular widgets.
To learn more about setting dashboard restrictions, please see this article.