Dashboard & Analytics
What is the Restorize Dashboard?¶
- The Restorize Dashboard allows you to get data about your restorations business at a glance.
- Admins, project coordinators and technicians have different data based on what is relevant for them.
Dashboard for Admins¶
Access Control
NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY ADMINS.
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Active users - The number of Restorize users in your organization.
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Active jobs - The jobs that are NOT STARTED, IN PROGRESS, ON HOLD, APPROVAL PENDING, TO BE INVOICED, CANCELLED and COMPLETED. The jobs that are not started or completed are not included here.
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Active jobs per coordinator - The average number of jobs per coordinator. i.e. The total number of active jobs divided by the total number of coordinators.
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Technitian utilization - The proportion of technicians assigned to a task today. i.e. The number of technicians assigned to tasks today divided by the total number of technicians.
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Jobs by status - This displays a detailed breakdown of the jobs by status (NOT STARTED, IN PROGRESS, ON HOLD, APPROVAL PENDING, TO BE INVOICED, CANCELLED and COMPLETED).
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Jobs by clients - This breakdowns the number of jobs for each client.
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Scheduled tasks for today - This displays a user's individual tasks for today.
Dashboard for Project Coordinators¶
Access Control
NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY PROJECT COORDINATORS.
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Jobs by status - This displays a detailed breakdown of a Project Coordnator's jobs by status (NOT STARTED, IN PROGRESS, ON HOLD, APPROVAL PENDING, TO BE INVOICED, CANCELLED and COMPLETED).
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Jobs by clients - This breakdowns the number of jobs of a Project Coordinator for each client.
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Scheduled tasks for today - This displays a user's individual tasks for today.
Dashboard for Supervisors¶
Access Control
NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY SUPERVISORS.
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Jobs by status - This displays a detailed breakdown of a Project Coordnator's jobs by status (NOT STARTED, IN PROGRESS, ON HOLD, APPROVAL PENDING, TO BE INVOICED, CANCELLED and COMPLETED).
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Jobs by clients - This breakdowns the number of jobs of a Project Coordinator for each client.
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Scheduled tasks for today - This displays a user's individual tasks for today.
Dashboard for Technicians¶
Access Control
NOTE THAT THIS SECTION CAN ONLY BE ACCESSED BY TECHNICIANS.
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CURRENTLY ASSIGNED JOBS - This displays the number of jobs that are currently assigned to you for today.
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ALL SCHEDULED TASKS - This displays the all the task are are scheduled for you for today. The toggle below can we clicked in order to view the upcoming tasks for the following days.