Custom dashboards

Besides the built-in Today and All Time tabs, you can build your own dashboards from a library of widgets and arrange them the way you like.

Personal and company dashboards

Scope	Who sees it	Who can change it
Personal	Only you.	You. No permission is needed.
Company	Everyone in your company.	Users with the Manage dashboards permission.

Each custom dashboard appears as a tab on the dashboard page. A personal dashboard is marked with its own icon, and the company default dashboard with another.

You can have up to 10 personal dashboards, your company up to 20 company dashboards, and each dashboard can hold up to 40 widgets.

Creating a dashboard

1. Open Dashboard and click the ⋮ (Manage dashboards) menu at the top of the page.
2. Choose New Dashboard — or Duplicate Dashboard to start from the tab you are on, including Today or All Time.
3. Enter a name and choose Personal or Company. Company is only offered if you have the Manage dashboards permission.
4. Click Create.

Editing a dashboard

1. Open the dashboard and click Edit Dashboard. The button appears on your personal dashboards, and on company dashboards if you have Manage dashboards.
2. Click Add Widget and pick widgets from the list. Widgets are grouped into Today, Operations, Analytics and People, and the list only offers widgets you have permission to see.
3. Drag widgets to move them, and drag their edges to resize them.
4. Use a widget's gear icon to change its options, such as its time range, or its × to remove it.
5. Click Save, or Cancel to discard your changes.

From the ⋮ menu you can also Rename Dashboard and Delete Dashboard. Deleting a dashboard cannot be undone.

Setting the company default

Users with Manage dashboards can choose Set as company default on a company dashboard. People who have not picked a dashboard tab yet see the company default when they open the dashboard. Choose Remove company default to go back to Today.

Available widgets

Today

Widget	Shows
Orders today	Orders entered today.
Completed today	Orders delivered today.
Scheduled today	Orders with a stop scheduled today.
Unread emails	Unread Inbox messages. Requires View inbox.
Notifications	Your unread notifications.

Operations

Widget	Shows
In transit	Orders on the road.
Unassigned orders	Orders not yet on a route.
Dispatched orders	Orders assigned but not yet picked up.
Late orders	The number of late orders.
Orders on hold	Orders on hold.
Active routes	Routes being driven.
Drivers on route	Drivers on an active route.
Late orders list	The most recent late orders.
Needs attention	Things waiting for someone to act.
Live orders map	Your orders on a map.

For how lateness is decided, see When an order counts as late.

Analytics

Widget	Shows	Options
On-time delivery	The share of delivered orders whose delivery stops all arrived within 30 minutes of the scheduled time.	Last 7, 30 or 90 days
Revenue trend	Invoiced revenue per day. Requires View Invoices and Payments.	Last 30 or 90 days
Receivables aging	Unpaid invoice amounts grouped by age: 0–30, 31–60, 61–90 and over 90 days. Requires View Invoices and Payments.	—
Unbilled closed orders	Closed orders that have no invoice — work you may have forgotten to bill. Requires View Invoices and Payments.	Last 3, 6 or 12 months
Open orders chart	Unassigned, dispatched, draft and quote counts.	—
Invoices chart	Paid, due soon and outstanding invoice totals.	—
Daily order volume	Orders per day.	Last 7, 14 or 30 days

Financial widgets are only as accurate as your records. For example, receivables aging treats an invoice as unpaid until its payments are recorded in RushHour. See Recording payments.

People

Widget	Shows
Customers	Active and total customers.
Drivers	Available drivers and drivers on route.
Team activity	Your team members and whether they are active.

If a widget on a shared dashboard needs a permission you don't have, it tells you so instead of showing the data.