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How to Build a Dashboard
SubcontractorHub provides essential analytics for your business through customizable reports and dashboards. Build custom reports for your specific data, such as leads, customers, projects, proposals, states, territories, and more within the SubcontractorHub platform. You can add these reports to your dashboard to visually represent and analyze your data and analytics effectively.
Step 1: Locate “Dashboards” from the SubcontractorHub main menu.
Step 2: Click the “Add” button on the top right corner.
Step 3: Add a name, write a description, and assign the role for the new dashboard. Click “Create” on the bottom right of the pop-up window.
How to manage/update your dashboard
Step 4: Select the dashboard that you want to manage and update.
Step 5: Click on the “Edit” button next to the name of the report.
Step 6: You can edit the name of the report as well as change the display format of the report. Click “Update” after selecting your choice.
How to add a new report to your dashboard?
Step 7: Click on the “Add Report” button at the top of your dashboard
Step 8: Choose your report and click “Select”.
Step 9: Choose your Display format for the report and click “Add”.
Step 10: To rearrange the report, utilize the "Four Arrow Keys" button located next to the report's name. Simply click the button and drag the report to your preferred position.
Step 11: Click the “Quick Save” or the "Save" button to save your edits to your dashboard.
Dashboard Card Size Control
Users can resize dashboard cards by clicking and dragging in or out from the edge of a dashboard card.
Dashboard card size control lets you customize the view of your dashboard as per your necessity
Note: The dashboard and reports feature has been updated to include a refresh button. Now, after reports are edited, users can click the refresh button to see updated reports on their dashboard. This feature can also be accessed when managing dashboards from the “Dashboards” tab. Dashboards refresh automatically from the backend twice a day. Users can refresh if they want to see updated reports on dashboards immediately.
