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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.

  • Active users - The number of Restorize users in your organization.

  • 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.

  • 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.

  • 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.

  • 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).

  • Jobs by clients - This breakdowns the number of jobs for each client.

  • 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.

  • 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).

  • Jobs by clients - This breakdowns the number of jobs of a Project Coordinator for each client.

  • 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.

  • 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).

  • Jobs by clients - This breakdowns the number of jobs of a Project Coordinator for each client.

  • 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.

  • CURRENTLY ASSIGNED JOBS - This displays the number of jobs that are currently assigned to you for today.

  • 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.