Dashboard

After you've created your EyeOnTask profile, you'll see the detailed Dashboard. Here, you can visualize and analyze your data.

Dashboard will help you to track your key performance indicators (KPIs) for easier data analysis, work management and collaboration.

You will see the first option on the Hamburger Menu is Dashboard.

To Add Widgets: At the top left corner, you will get the Add Widgets tab.

Widgets: Here Widgets are the shortcuts that are always active on your dashboard, you can add and organise them to your liking.

Clicking on Add Widget will open a pop up on the screen, from where you can add different widgets on the dashboard.

1. Revenue Per Month: Select the revenue per month widget from the pop up.

After selecting Revenue per month, you will see the bar graph of the revenue report based on the jobs done and worked service hours on the dashboard, that will help you to track and analyse the figures.

*NOTE: You will be notified via an alert on the top left corner of the screen, after adding or deleting every widget.

2. Clients Per Month: Select the Clients per month widget from the pop up.

After Selecting the Clients Per Month widget, it will be added on the dashboard and you will get the graphic view of the total clients per month.

3. Jobs Per Month: Select the Jobs per month widget from the pop up.

After Selecting the Jobs Per Month widget, it will be added on the dashboard and you will get the graphic view of the Jobs per month.

4. Active Jobs Per Fieldworker : Select the Active jobs per fieldworker widget from the pop up.

After Selecting the Active Jobs Per Fieldworker widget, it will be added on the dashboard and you will get the bar graph of the active jobs of last seven days assigned to Fieldworkers.

5. Jobs : Select the Jobs widget from the pop up.

After selecting the Jobs Widget, it will be added on the dashboard and will show you the total number of Jobs and the Add Job tab will redirect you to the Add Job popup.

6.Clients : Select the Clients widget from the pop up.

After Selecting the Clients Widget, it will be added on the dashboard and will show you the total number of Clients and the Add client tab will redirect you to the Add Client popup.

7. Users : Select the Users widget from the pop up.

After Selecting the Users Widget, it will appear on the dashboard and will show you the total number of Users and the Add Users tab will redirect you to the Add User popup.

8. Invoices : Select the Invoices widget from the pop up.

After Selecting the Invoices widget, it will be added on the dashboard and will show you the total invoices generated and the Add Invoice tab will redirect you to the Add Invoice popup.

9. Quotes : Select the Quotes widget from the pop up.

After Selecting the Quotes Widget, it will be added on the dashboard and will show you the Total Quotes created and the Add Quotes will redirect you to the Add Quote popup.

10. Equipments Per Month : Select the equipments per widget from the pop up.