Customize Your Dashboard

Intro to Your Organization's Dashboard

Your account dashboard is a one-stop shop for seeing actionable metrics for your organization at a glance.

Your dashboard comes pre-set with a number of useful metrics, but top-level administrators can customize the dashboard to highlight different metrics that are important to your team.

How does the dashboard work?

Your dashboard metrics are refreshed when you visit the page.
Different users with different access will have their dashboard display differently based upon that access. For example, a user without access to tickets will not see any ticket metrics. Likewise, users with access to only a subset of locations will only see metrics related to their areas of access.
Changes to the account dashboard will change the display for all users within your account.

Customizing Your Dashboard

Click the "Customize" button in the upper right-hand corner. This brings up the Edit Dashboard page.

Dashboard Settings

Choose the default date range for your team from the drop-down menu, then click "Save."

Layout

Here, you'll see cards representing all of the charts and metrics currently displayed for your account.

Sections

By default, these will all be ungrouped, but you can break your charts and metrics into their own sections. To add a section, type the name of the new section into the text box in the upper right-hand corner, then click "Add section." This can be useful if you want to quickly view or compare metrics by franchise or team.

Metrics and Charts

Click "+ Add Metric" or "+ Add Chart" to add a new card, then choose the type of information you'd like to display from the list. This will bring up the New Metric or New Chart screen, where you can choose to filter by area, set tags, narrow down the data by submitter or form, and more.

For charts, you can also set the width, or how much space the card will take up on the dashboard.

You can have multiple of the same type of metric or chart. For example, you might want to see the average inspection score for all of your most important accounts.

Types of Metrics

Metrics for inspections:

Inspection Score calculates the average percentage score for inspections.
Inspections counts the total number of inspections submitted.
Deficient Inspections counts the total number of inspections performed that had an overall score that falls into your team's definition of deficient.
Flagged Inspections counts the total number of inspections that the submitter marked as flagged.
APPA Score will calculate the average point-based score rather than using the percentage, if your team uses the APPA points rating type.
Percent Deficient is the percentage of total inspection scores that your account classifies as deficient.
Percentage Non-Deficient is the percentage of total inspection scores that your account does not classify as deficient.

Metrics for scheduled inspections:

Scheduled Inspections compares the number of scheduled inspections that were completed to the total scheduled.

Metrics for tickets:

Tickets Created will display the number of tickets created, with filters that let you also specify ticket status.
Avg. First Response Time calculates the average time from when tickets are created until the first comment is added. Only measures non-scheduled tickets.
Average Resolution Time calculates the average time from when tickets are created until they're resolved. Only measures non-scheduled tickets.
Ticket Inbox will display the current number of open and pending tickets present within your inbox. This metric will not update based upon the date range filter.

Metrics for checklists:

Checklist Submissions is the number of total checklist submissions during the selected time period.
Checklist Completion Rate is a percentage score based on how many checkbox line items were completed divided by total number of checkbox line items on all submitted forms.

Metrics for visits:

Visits is the total number of site visits logged.
Average visit duration is an average length of time between the visit submitter checking in and checking out of a visit.

Metrics for coverage:

Areas with No Activity is a count of how many areas have assigned forms, but no submissions. Clicking this box will bring up a list of all forms.

Types of Charts

Note that for charts, the X-axis will display the "Week Of [Date]" metric. For example, if the label is July 1, then the metric corresponds to the week of July 1.

Charts for inspections:

Inspection Score displays a line chart of the weekly average inspection percentage score over time.
Inspections Performed displays a bar chart of the total number of inspections conducted over the date range.
Percent Deficient tracks the deficiency rate over time.

Charts for scheduled inspections:

Scheduled Inspections tracks the trend for your scheduled inspection completion rate.

Charts for tickets:

Tickets Created tracks the number of tickets created over time.

Charts for checklists:

Checklist Submissions tracks the number of checklists submitted over time.
Checklist Completion Rate tracks the trend in the percentage of checklist line items marked as completed over time.

Charts for visits:

Visits shows the trend in site visits over time.