Purpose
The Dashboards module provides role-specific views of key information and quick access to frequently used functions. Dashboards are designed to provide real-time visibility into key metrics while maintaining data security and user-appropriate access levels. Access dashboards via the "lightning bolt" icon in the main navigation menu. The system automatically displays your default dashboard upon login, which can be configured in user preferences.
Dashboard Types
Role-specific dashboard views designed for different business functions
- Service workflow tracking and monitoring
- Commercial contract management views
- Field operations and mobile access
- Financial operations and accounting workflows
- Custom dashboard creation for specific needs
The service workflow encompasses four interconnected views designed to monitor and manage service operations effectively. The main service dashboard provides a comprehensive overview of leads, quotes, jobs, and revenue tracking.
| Feature | Description |
|---|---|
| Lead Tracking | Monitor lead conversion metrics and pipeline activity |
| Quote Pipeline | View quote status and pipeline management with stage tracking |
| Job Monitoring | Track active job progress and performance metrics |
| Revenue Tracking | Monitor financial data and performance metrics with visual chart representation |
| Date Range Selector | Filter historical data by custom date ranges for analysis |
| Multi-Level Filtering | Filter information by individual user assignments, facility-specific data, or division-level performance |
The contracts dashboard streamlines commercial contract management through opportunity tracking, active contract monitoring, and financial forecasting capabilities.
| Feature | Description |
|---|---|
| Opportunity Tracking | Monitor opportunity pipeline and visualization across contract stages |
| Active Contract Monitoring | Track contract count summary and status across all stages |
| Financial Metrics | View financial performance metrics and forecasting data |
| Margin Analysis | Analyze project margins and profitability across contracts |
| Date-Filtered Metrics | Review performance data filtered by custom date ranges |
| Organizational Views | View contract information at individual, facility, or division level for appropriate visibility |
Permissions: Viewing sensitive financial information on this dashboard requires the "View Financial Information (Contracts Summary Dashboard)" security permission (ID #1533).
Optimized for mobile access, the field dashboard serves as a central hub for personnel working outside the office. This dashboard is specifically designed for mobile-optimized record access and field operations.
| Feature | Description |
|---|---|
| Work Ticket Management | Track and manage work tickets with status monitoring and task completion metrics |
| Contract Status | Monitor contract status and progress from the field |
| Receiving Alerts | View notification alerts for receiving activities and updates |
| Time Clock Functionality | Clock in and out with location verification and time tracking |
| Mobile-Optimized Access | Access records and complete tasks from mobile devices with responsive interface design |
Tailored for service technicians, this dashboard provides quick access to work orders, time tracking, parts inventory, and status reporting tools.
| Feature | Description |
|---|---|
| Assigned Work Orders | View and access all work orders assigned to the technician |
| Time Card Integration | Integrated time tracking with time card functionality |
| Parts Inventory Lookup | Search and check availability of parts and materials |
| Status Reporting | Tools for updating work order status and progress |
| Asset Tracking | Track assigned tools and vehicle assignments |
The financial dashboard centralizes accounting operations by tracking purchase approvals, invoice processing, payments, receivables, and payroll workflows.
| Feature | Description |
|---|---|
| Purchase Approvals | Monitor and manage purchase approval workflows requiring attention |
| Invoice Processing | Track invoice processing status and pending items |
| Contract Financial Data | View financial data and metrics for active contracts |
| Bill Payment Management | Monitor bills requiring payment and payment processing metrics |
| Receivables Monitoring | Track outstanding receivables and payment status |
| Credit Memo Tracking | Monitor credit memo processing and status |
| Payroll Processing | Access payroll processing tools and pending payroll items |
Permissions: Viewing sensitive financial information on the Service dashboard requires the "View Financial Information (Service Summary Dashboard)" security permission (ID #1532). Access to the financial dashboard module itself requires the "Dashboards" module access permission (ID #1085).
Designed for inventory and fulfillment operations, the shop dashboard integrates purchase order tracking, receiving, shipping, and inventory management functions.
| Feature | Description |
|---|---|
| Purchase Order Status | Track status of all purchase orders and pending deliveries |
| Receiving Management | Monitor incoming receipts and materials requiring processing |
| Shipping Metrics | Track shipping activity and fulfillment metrics |
| Inventory Level Tracking | Monitor current inventory levels and stock status |
| Work Ticket Coordination | Coordinate work tickets with inventory and fulfillment activities |
| Fulfillment Status | Track status updates and progress on fulfillment operations |
The time clock kiosk provides a secure, streamlined interface for employee time tracking with location verification and security protocols.
| Feature | Description |
|---|---|
| Location Verification | Verify employee location using GPS verification for clock-in/out |
| User Identification | Secure user identification protocols before time clock access |
| PIN Entry System | Secure PIN entry for employee authentication |
| Clock In/Out Confirmation | Visual confirmation of successful clock-in and clock-out actions |
| Shift Status Display | Display current shift status and time tracking information |
| Time Tracking Validation | Validate time entries and ensure accurate time tracking |
Specifically designed for fence contractors and estimators, this dashboard provides schedule management, project tracking, and estimator workflow tools.
| Feature | Description |
|---|---|
| Schedule Management | Manage schedules for installation teams and project timelines |
| Project Status Monitoring | Track status and progress of fence installation projects |
| Quote Tracking | Monitor assigned quotes and estimating pipeline |
| Job Progress Visualization | Visualize job progress and completion status |
| Estimator Workflow Tools | Access specialized tools for fence estimating and quoting |
| Resource Allocation | Track and allocate resources including crews, materials, and equipment |
TRUE supports the creation of custom dashboards tailored to specific organizational needs and workflows. These can be configured to display relevant metrics and provide access to frequently used functions based on user roles and responsibilities.
System administrators can configure access permissions and default settings through the User Preferences menu, ensuring each team member has appropriate access to relevant information. Custom dashboards are designed to provide real-time visibility into key metrics while maintaining data security and user-appropriate access levels.
Frequently Asked Questions
Common questions and step-by-step guidance for working with Dashboards
Getting Started
Access dashboards via the lightning bolt icon in the main navigation menu. The system automatically displays your default dashboard upon login.
- Click the Lightning Bolt Icon in the main navigation menu
- Select the dashboard type you want to view from the dropdown menu
- The selected dashboard loads with current data and metrics
Tip: Your default dashboard displays automatically each time you log in. Change your default dashboard in User Preferences.
Configure your default dashboard through the User Preferences settings. This determines which dashboard appears automatically when you log in.
- Click your User Icon in the top-right corner
- Select User Preferences from the dropdown menu
- Locate the Default Dashboard setting
- Select your preferred dashboard from the available options
- Click Save to apply the change
Different dashboard types are optimized for specific roles and workflows. Choose the dashboard that best matches your daily responsibilities.
Best for sales representatives, service managers, and estimators who work with residential and service projects.
- Track leads, quotes, and job pipelines
- Monitor conversion metrics and performance
- View revenue and financial performance
- Access date-filtered historical data
Best for commercial project managers, contract administrators, and executives overseeing commercial work.
- Monitor opportunity pipeline and contract stages
- Track financial metrics and margin analysis
- View active contract performance
- Filter by facility or division
Best for field supervisors, foremen, and mobile workers who need access while working outside the office.
- Manage work tickets and task completion
- Access mobile-optimized record views
- Clock in and out with location verification
- View receiving alerts and notifications
Best for service technicians who need quick access to assigned work orders and time tracking.
- View assigned work orders
- Access time card integration
- Look up parts inventory
- Update work order status
Best for accounting staff, controllers, and financial managers handling invoicing, payables, and receivables.
- Process purchase approvals and invoices
- Monitor bill payments and receivables
- Track credit memos and financial metrics
- Access payroll processing tools
Best for warehouse managers, inventory coordinators, and fulfillment staff managing materials and shipments.
- Track purchase order status and deliveries
- Manage receiving and shipping operations
- Monitor inventory levels
- Coordinate work tickets with fulfillment
Best for fence contractors, estimators, and installation crews working with fence projects.
- Manage installation team schedules
- Track fence project status and progress
- Monitor assigned quotes and estimating workflow
- Allocate resources for fence installations
Mobile & Field Access
Yes, dashboards are accessible from mobile devices through the TRUE web application. The Field Dashboard is specifically optimized for mobile access with a responsive interface.
- Open your mobile web browser and navigate to your TRUE application URL
- Log in with your credentials
- Tap the Lightning Bolt Icon to access dashboards
- Select Field Dashboard for the best mobile experience
Tip: The Field Dashboard is designed specifically for mobile devices and includes features like work ticket management, time clock functionality, and location verification.
The Time Clock Kiosk dashboard uses GPS verification to ensure employees are clocking in and out from approved locations.
- Access the Time Clock Kiosk dashboard
- Enter your user identification and PIN
- Allow GPS location access when prompted by your device
- The system verifies your location against approved work sites
- Click Clock In or Clock Out
- Receive confirmation of successful time clock entry with shift status display
Customization & Features
TRUE supports the creation of custom dashboards tailored to specific organizational needs and workflows. Custom dashboards are configured by system administrators.
Custom dashboards can be designed to:
- Display relevant metrics for specific roles or departments
- Provide quick access to frequently used functions
- Filter data by user, facility, or division
- Combine elements from multiple dashboard types
- Maintain data security with permission-based access controls
Contact your system administrator to discuss custom dashboard options for your organization.
Most dashboards include filtering options to view data at different organizational levels, providing appropriate visibility for your role.
Available filter levels:
- Individual User: View only records and data assigned to your user account
- Facility: View data for a specific facility or location
- Division: View data across an entire division or business unit
Look for filter dropdown menus at the top of your dashboard to select the organizational level you want to view. Your available filter options depend on your user permissions.
Service and Contracts dashboards include date range selectors for analyzing historical performance data and trends.
- Locate the Date Range Selector at the top of the dashboard
- Click the date range field to open the calendar picker
- Select your Start Date and End Date
- Click Apply to update the dashboard metrics
- View updated charts and performance data for the selected time period
Tip: Use date range filters to compare performance across different time periods, analyze seasonal trends, or generate reports for specific date ranges.
Configuration & Administration
System administrators configure dashboard access permissions through the User Preferences menu, ensuring each team member has appropriate access to relevant information.
- Navigate to Users/Access in the main menu
- Select Preferences
- Choose the user account you want to configure
- Locate the Dashboard Access settings section
- Enable or disable specific dashboard types based on the user's role
- Configure the user's Default Dashboard that appears at login
- Click Save to apply the permission changes
Important: Financial dashboards require additional security permissions. Users need "View Financial Information (Service Summary Dashboard)" (ID #1532) or "View Financial Information (Contracts Summary Dashboard)" (ID #1533) permissions to view sensitive financial data. Access to the financial workflow dashboard requires "Dashboards" module access permission (ID #1085).
Financial information on dashboards is protected by security permissions to ensure sensitive data is only visible to authorized users.
Required permissions for viewing financial dashboard data:
- Service Dashboard: Requires "View Financial Information (Service Summary Dashboard)" security permission (ID #1532)
- Contracts Dashboard: Requires "View Financial Information (Contracts Summary Dashboard)" security permission (ID #1533)
- Financial Dashboard: Requires "Dashboards" module access permission (ID #1085) for the Financial workflow
If you need access to financial information:
- Contact your system administrator or supervisor
- Request the appropriate security permissions for your role
- Wait for the administrator to grant the permissions and log out/log back in