Understanding your home dashboard widgets (new)

  • Updated

This feature is currently only available to select users and accounts as part of a limited release. Access will be rolled out gradually over time.

In this article, you will learn about the widgets available in Workiz's new dashboard experience: what each one shows, how it's calculated, and how to get the most out of it.

What is the new dashboard?

The new dashboard gives you a clearer view of your business performance in one place. Instead of jumping between separate reports, you can see demand, sales, collected revenue, and call performance at a glance from your Home page.

If your account has access to the new dashboard, you'll see a Switch to previous version toggle at the top of your Home page. This lets you move between the new and previous dashboard experiences at any time.

For an introduction to both experiences and how to switch between them, please see the Workiz dashboard overview article.

How the new dashboard works

The new dashboard is organized around a few key ideas:

  • One date range for everything
    Instead of setting a time range separately for each widget, a single date range selector at the top of the page controls every widget on the dashboard at once
  • Performance trends, not just totals
    Every key metric shows a percentage change compared to the previous equivalent period, so you can see at a glance whether performance is trending up or down — not just what the current number is
  • Grouped by topic
    Widgets are organized into two sections, Revenue and financials and Communications, so related metrics sit together instead of being spread across a long list of individual cards.
  • Built-in explanations
    Every widget includes an info icon you can select to see exactly what the metric measures and how it's calculated, without needing to leave the dashboard.

Choosing a date range

Select the date range control at the top of the dashboard (it shows Last 30 days by default) to choose the reporting period for every widget on the page at once. You can choose from:

  • Today
  • Last 7 days
  • Last 30 days
  • Last 60 days
  • Last 90 days
  • This week
  • This month
  • This quarter
  • This year
  • Custom (pick your own start and end dates)

Whatever range you choose, each metric's percentage change badge compares that period to the equivalent period immediately before it (for example, this month vs. last month).

Revenue and financials

This section gives you a snapshot of demand, sales, and collected revenue for the selected date range.

The data shown in these widgets are dependent on your chosen sales definition. Learn more about sales definitions here.

Widget What it shows
Requests Requests received by your business through your website forms, your booking link, or connected integrations like Yelp, Angie, and Google Local Services. Based on the date the request was received.

Your request sources must be connected to Workiz for their data to show in this widget.

Bookings Jobs or leads created within the selected date range, regardless of their current status. Based on the date the job or lead was created.
Sales The sum of jobs sold within the selected date range, based on your account's sale definition. Excludes jobs with a job total of $0. Based on the date the job was sold.
Completed sales The sum of jobs that were sold and marked done within the selected date range. Excludes jobs with a job total of $0. Based on the job's end date.
Total collected The sum of all successfully collected payments within the selected date range, across every payment method. Excludes pending, failed, and deleted payments. Based on the date the payment was created.
Total sales A day-by-day chart of your total sales dollar amount across the selected date range, using the same definition as the Sales widget above.
Estimate breakdown A breakdown of your estimates by status, showing the dollar value and number of estimates in each:
  • Won
  • Pending
  • Lost
Select View all to see your full estimates list.
Sales by source A chart of your sales broken down by lead or job source. Use the Sales and Jobs toggle above the chart to switch between viewing the dollar value and the job count for each source.

Communications

This section covers call activity and how well your team (and Genius Answering, if enabled) converts calls into business.

Widget What it shows
Total calls All inbound calls received within the selected date range.
Answered calls Inbound calls within the selected date range that were answered (total calls minus missed calls).
Missed calls Inbound calls within the selected date range that were not answered.
Conversion rate The percentage of calls, across all directions (inbound and outbound), that resulted in a booked job or lead within the selected date range.
Generated revenue Total revenue attributed to calls, across all directions, within the selected date range.
Team performance A per-rep breakdown of inbound call handling, sorted by revenue and then by jobs booked. For each rep, it shows:
  • Intent calls: Inbound calls with a clear booking intent.
  • Booked jobs: Jobs booked from calls.
  • Conversion rate: Booked jobs ÷ intent calls.
  • Revenue: Revenue attributed to that rep's calls.
Missed calls rate A day-by-day chart comparing your total calls and missed calls across the selected date range, so you can spot spikes in missed calls over time.
Genius Answering The performance of Genius Answering's AI call handling within the selected date range, including:
  • Revenue from jobs booked through Genius calls
  • Jobs & leads booked from a Genius call

This widget will only show data if your account uses Genius Answering.

 

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