Dashboard Insights

DashboardInsights Team

Dive deeper into your WFM dashboards with our exclusive guides

WorkflowMax Dashboards

Frequently Asked Questions (FAQs)

Frequently Asked Questions

A comprehensive guide to understanding and leveraging key metrics for better business performance.

Business Metrics Dictionary

Metrics Dictionary

Everything you need to know to get started with Dashboard Insights' WFM Dashboards

Getting Started with WFM Dashboards

Explore the powerful features and capabilities of WorkflowMax Dashboards at your convenience!

Unlock the Power of WorkflowMax Dashboards!

Getting Started

Step 1: Explore the Dashboard Insights Homepage

Step 2: Navigate Dashboard Reports and Filters

Step 3: Update Profile Settings

Step 4: Access Support

Step by step process

Understand what this dashboard is for, its importance, navigation, and the relevant FAQs!

WFM Dashboard Homepage

WFM DIY Report Dashboard

Access our exclusive WFM dashboard guides to maximise your dashboards!

Dashboard Guides

WFM + Xero Balance Sheet Dashboard

WFM + Xero Cashflow Dashboard

WFM + Xero Cost of Sales Dashboard

WFM + Xero Creditors Dashboard

WFM + Xero Debtors Dashboard

WFM + Xero DIY Report Dashboard

WFM + Xero Overview Dashboard

WFM + Xero Operating Expenses Dashboard

WFM + Xero Revenue Dashboard

WFM + Xero Profit and Loss Dashboard

WFM + Xero Dashboards

WFM Overall Billing Dashboard

WFM Billing Overview Dashboard

WFM Efficiency Rate Dashboard

WFM Write Ons/Offs Dashboard

Billing

WFM Profitability Overview Dashboard

WFM Overall Profitability Dashboard

Profitability

WFM Jobs Overview Dashboard

WFM Completed Jobs Dashboard

WFM Open Jobs Dashboard

WFM My Open Jobs Dashboard

Jobs

WFM Team Member Overview Dashboard

WFM Team Member Analysis Dashboard

WFM Team Member KPI Dashboard

WFM Timesheet Summary Dashboard

WFM Timesheet Analysis Dashboard

Team Member

WFM WIP Movement Dashboard

WFM WIP Overview Dashboard

WFM WIP Management Dashboard

WFM WIP Aging Dashboard

WFM Quotes Detail Dashboard

WFM Quotes Overview Dashboard

WFM Quotes Expiring Dashboard

WFM Leads Overview Dashboard

WFM Leads KPI Dashboard

WFM Leads Details Dashboard

WFM Leads Activities Dashboard

WFM Data Integrity Dashboard

Purchase Order Overview Dashboard

Purchase Order Cost Dashboard

Other Pages Dashboard Overview

Others

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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