Dashboard KPI Overview
The Trade2Base dashboard is the first thing you see when you log in. At the top are six KPI cards that give you an at-a-glance snapshot of how your business is performing right now. This article explains what each card shows and how to use them together.
The 6 KPI cards
The total number of jobs with a status of Booked, In Progress, or On Hold. This tells you how full your schedule currently is. A sudden drop might mean cancellations; a big spike might mean you need more resource.
New inbound enquiries (web form submissions, phone leads logged manually, or campaign responses) that arrived today. Useful for gauging how busy your pipeline is in real time.
The total value of all outstanding quotes that are in Sent or Draft status. This is your potential revenue — the work you could win if all those quotes are accepted.
Total value of invoices marked as Paid within the current calendar month. Updates in real time as payments are logged. Compare it to the same figure last month to see whether revenue is growing.
Total value of invoices that have been issued but not yet paid. A healthy number is low relative to monthly revenue. A high figure that keeps growing is a sign that chasing payments needs attention.
Mean invoice value across all completed jobs in the last 30 days. Use this to track whether you are pricing jobs correctly and spot any trend toward lower-value work.
Clicking a KPI to drill down
Every KPI card is clickable. Clicking a card takes you to the relevant filtered view so you can see the underlying records:
- Open Jobs → Jobs list filtered to Booked, In Progress, On Hold
- Leads Today → Inbox filtered to today's new enquiries
- Quote Pipeline Value → Quotes list filtered to Sent and Draft
- Monthly Revenue → Revenue report for the current month
- Outstanding Invoices → Invoices list filtered to Unpaid and Overdue
- Average Job Value → Revenue report broken down by job
Using KPIs for weekly check-ins
Many Trade2Base users spend five minutes every Monday morning reviewing their dashboard KPIs. Here is a simple routine that works well:
- Check Open Jobs — does the week look full?
- Check Outstanding Invoices — chase anything overdue before it ages further.
- Check Quote Pipeline Value — follow up on any quotes sent more than 5 days ago.
- Check Monthly Revenue — are you on track to hit your target for the month?
Tips & things to watch
Dashboard KPIs update in real time. You don't need to refresh the page — if a payment comes in or a new lead arrives, the relevant card updates within seconds.
If Outstanding Invoices is consistently growing, check your overdue invoice automation. Setting up an automatic payment reminder 7 and 14 days after the due date can dramatically reduce late payment without you having to chase manually.
Going deeper with reports
The KPI cards give you a quick read. For deeper analysis — revenue trends over time, quote conversion rates, profit by job type — head to the Reports section in the sidebar. See the related articles below.
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