Dashboard Overview

The Dashboard is your customizable home screen in Readybuild, providing real-time visibility into your business metrics, sales pipeline, production status, and team activities.

What Is the Dashboard?

The dashboard is a widget-based interface that displays key business information at a glance. You can:

• Monitor sales performance - Track pipeline, revenue, and close rates
• View production status - See active jobs and backlog
• Manage tasks - Stay on top of your activities and appointments
• Track team performance - Monitor individual and team metrics

Dashboard Layout

The dashboard consists of two main areas:

Area	Description
Main Grid	Customizable grid of widgets you can add, remove, resize, and rearrange
Tasks Sidebar	Always-visible weekly calendar showing your activities and tasks

Available Widget Categories

Readybuild provides widgets across several business areas:

Sales & Revenue

• Sales Pipeline
• Sales Performance
• Sales Total
• Leads & Appointments
• Open Leads
• Close Rate

Production & Operations

• Production Pipeline
• In Production
• Purchasing Backlog
• Backlog - Last 3 Years

Communication & Management

• My Activities & Tasks
• No Recent Communication
• Recent Project Notes & Changes
• Activity Tasks

Reporting & Compliance

• Call Report
• Client Concerns
• Permit

See all widgets in detail

Getting Started

Default Dashboard

When you first access Readybuild, you'll see a default dashboard layout. This layout includes commonly used widgets appropriate for your role.

Adding Widgets

1. Click the Manage Widgets button (green floating button in the bottom-right corner)
2. Browse available widgets in the dialog
3. Click a widget to add it to your dashboard
4. The widget appears in your grid

Removing Widgets

1. Hover over the widget you want to remove
2. Click the menu icon (three dots) in the widget header
3. Select Remove from the menu

Rearranging Widgets

• Drag: Click and hold the drag handle (three horizontal lines icon) to move a widget
• Resize: Drag the corner or edge of a widget to resize it

Filtering Widget Data

Most widgets support filters to customize the data they display:

• Period - Time range (This Week, This Month, This Quarter, etc.)
• Team Member - Filter by specific user
• Division - Filter by opportunity type/division

Learn more about customization

Tasks Sidebar

The right side of the dashboard displays your weekly task calendar. This sidebar:

• Shows activities for the current week
• Displays team member avatars for each activity
• Allows quick navigation between weeks
• Supports adding new activities directly

Quick Reference

Action	How To
Add widget	Click Manage Widgets button, select widget
Remove widget	Widget menu > Remove
Move widget	Drag using the handle icon
Resize widget	Drag widget corner or edge
Filter widget	Use Period/User/Division dropdowns in widget header
Navigate tasks	Use arrows in Tasks sidebar header

Dashboard Settings Persistence

Your dashboard customizations are automatically saved:

• Widget layout and positions
• Widget filter selections
• Sidebar preferences

Changes sync to your account, so your dashboard looks the same across devices.

Related Topics

• Widgets Reference - Detailed guide to each widget type
• Customization Guide - Complete customization options
• Activities - Managing tasks and activities
• Project Boards - Visual pipeline management