Dashboard Widgets
Readybuild provides 16 widget types to customize your dashboard. Each widget can be added multiple times with different filter configurations.
Every widget that lists projects leads with the client's last name and the job number in bold, for example Smith · 251409, with the project title in smaller grey text underneath. Click the bold line to open the project. If a project has no client or no job number, the widget shows the parts it has.
Table of Contents
- Sales & Revenue Widgets
- Production & Operations Widgets
- Communication & Management Widgets
- Reporting & Compliance Widgets
- Widget Filters Explained
- Adding Multiple Instances
- Widget Best Practices
Sales & Revenue Widgets
Sales Pipeline
Visualizes your sales opportunities organized by pipeline stage.
What it shows:
- Each sales stage as a column
- Number of projects in each stage
- Total dollar amount per stage
- Weighted value (accounting for probability)
Use cases:
- Monitor sales funnel health
- Identify bottlenecks in your pipeline
- Track deal flow through stages
Supported filters: Period, Team Member, Division
Sales Performance
Displays sales performance metrics by team member.
What it shows:
- Sales by team member
- Comparison to goals
- Performance trends
Use cases:
- Track individual sales rep performance
- Compare team members
- Monitor against targets
Supported filters: Period, Team Member, Division
Sales Total
Bar chart comparing current sales against sales goals.
What it shows:
- Current period sales total
- Sales goal for the period
- Visual comparison (bar chart)
Use cases:
- Quick goal tracking
- Company-wide sales health
- Period-over-period comparison
Supported filters: Period, Division
Leads & Appointments
Infographic-style widget showing lead targets and appointment data.
What it shows:
- Lead counts
- Appointment counts
- Progress toward targets
Use cases:
- Marketing effectiveness
- Sales team activity levels
- Lead generation tracking
Supported filters: Period, Team Member
First Appointment Backlog
Bar chart of projects whose first sales appointment is still open, grouped by opportunity type.
What it shows:
- Projects with a first appointment that is neither completed nor cancelled
- Past-due appointments that were never worked, as well as upcoming ones
- One bar per opportunity type, showing the number of projects
A project counts as backlog as long as its first appointment is open. It drops off the widget once that appointment is marked complete or cancelled. The project's stage does not matter.
Drill-down: Click a bar to open the First Appointment Backlog Details dialog. It lists each project with its PID, name, division, first appointment date, sales person, and Zestimate. Use the Team Member filter to narrow the list, and Export to download it as a CSV. The dialog always contains the same projects the bar counted.
Use cases:
- See which first appointments still need to be worked
- Plan sales capacity and follow-up
- Spot appointments that came and went without a result
Supported filters: Team Member
Open Leads
Lists every lead that hasn't been marked Won or Lost, grouped under a heading for each sales stage.
What it shows:
- A heading for each stage with the number of leads in it, in your stage order
- Project - the client's last name and job number, with the project title underneath; click it to open the project
- Pred. Close - the predicted close date and how far away it is
Click a column header to sort by Project or Pred. Close. More leads load as you scroll.
Use cases:
- Review every lead still in play, stage by stage
- Follow-up prioritization by predicted close date
- Workload distribution
Supported filters: Team Member
Close Rate
Calculates and displays close rate performance.
What it shows:
- Close rate percentage
- Won vs lost deals
- Trend over time
Use cases:
- Sales efficiency tracking
- Team performance benchmarking
- Goal setting
Supported filters: Period, Team Member, Division
Production & Operations Widgets
Production Pipeline
Shows production workflow stages and project counts.
What it shows:
- Production stages as columns
- Project count per stage
- Visual pipeline view
Use cases:
- Production workload overview
- Stage bottleneck identification
- Capacity planning
Supported filters: Period, Team Member, Division
In Production
Lists projects currently in the production phase.
What it shows:
- Active production projects
- Project details
- Status indicators
Use cases:
- Daily production management
- Resource allocation
- Project tracking
Supported filters: Period, Team Member, Division
Purchasing Backlog
Displays purchasing backlog items with expandable detail view.
What it shows:
- Pending purchase orders
- Backlog by vendor
- Urgency indicators
Use cases:
- Procurement management
- Cash flow planning
- Vendor relationship management
Supported filters: Period, Division
Backlog - Last 3 Years
Shows historical backlog data for trend analysis.
What it shows:
- Backlog over 3-year period
- Trend visualization
- Comparison data
Use cases:
- Seasonal trend analysis
- Business growth tracking
- Forecasting
Supported filters: Division
Communication & Management Widgets
My Activities & Tasks
Your activities and tasks for a selected date range.
What it shows:
- Activities and tasks assigned to you, plus those where you're on the team
- Under each task name, the client, job number and project title (for example, Smith · 251409 · Kitchen Remodel)
- Both client/project activities and personal activities (those not tied to a project)
- Due dates, with overdue items highlighted in red
Use cases:
- Daily task management
- Appointment tracking
- Activity planning
Supported filters: Period
Choosing the date range: Use the filter menu (funnel icon) to pick the period the widget covers — This Week, This Month, Next Month, and more. The widget defaults to This Week, and the selected period appears in the widget subtitle. An activity appears whenever its start or end date falls within the selected period.
Activity Tasks
Personal tasks and activities list view.
What it shows:
- Your assigned tasks
- Due dates
- Priority levels
Use cases:
- Personal task management
- Daily planning
- Follow-up tracking
Supported filters: Period, Team Member
No Recent Communication
Tracks projects without recent communication.
What it shows:
- Projects with no recent notes/calls, each shown as client and job number over the title; click one to open the project
- Days since last communication
- Contact information
Use cases:
- Customer relationship management
- Follow-up identification
- Communication gap alerts
Supported filters: Period, Team Member, Division
Recent Project Notes & Changes
Activity feed of recent project updates.
What it shows:
- Recent note additions
- Project changes
- Team member activity
Click View daily log on a Daily Log row to open the complete log in a side panel. See Daily Log Report for what the panel shows.
Use cases:
- Team activity monitoring
- Project update tracking
- Communication log
Supported filters: Period, Team Member, Division
Reporting & Compliance Widgets
Call Report
Tracks call activities by team member.
What it shows:
- Call counts by person
- Call outcomes
- Activity metrics
Use cases:
- Sales activity tracking
- Team accountability
- Call volume monitoring
Supported filters: Period, Team Member
Client Concerns
Lists active client concerns and issues.
What it shows:
- Open concerns
- Priority/severity
- Assigned team member
Use cases:
- Issue tracking
- Customer satisfaction monitoring
- Problem resolution
Supported filters: Period, Team Member, Division
Permit
Tracks permit status across projects.
What it shows:
- Permit status
- Pending permits
- Expiration dates
Use cases:
- Compliance tracking
- Project readiness
- Regulatory management
Supported filters: Period, Division
Widget Filters Explained
Period Filter
Select the time range for widget data:
| Option | Description |
|---|---|
| This Week | Current week (Sunday-Saturday) |
| Last Week | Previous week |
| Next Week | Upcoming week |
| This Month | Current calendar month |
| Last Month | Previous calendar month |
| Next Month | Upcoming calendar month |
| This Quarter | Current quarter |
| Last Quarter | Previous quarter |
| Next Quarter | Upcoming quarter |
| This Year | Current calendar year |
| Last Year | Previous calendar year |
| Next Year | Upcoming calendar year |
| This Year to Date | January 1 through today |
| Last Year to Date | Same period last year |
Team Member Filter
Filter data by specific team members:
- Select one or more team members
- Shows only data relevant to selected users
- Useful for individual performance tracking
Division Filter
Filter by business division or opportunity type:
- Shows data for selected division only
- Useful for departmental views
- Aligns with your company's division structure
Adding Multiple Instances
You can add the same widget type multiple times with different configurations. For example:
- Sales Pipeline filtered to "This Month" + "John Smith"
- Sales Pipeline filtered to "This Quarter" + entire team
Each instance maintains its own filter settings.
Widget Best Practices
- Don't overload - Start with 4-6 widgets and add more as needed
- Use filters wisely - Configure each widget for specific insights
- Group related widgets - Place similar widgets near each other
- Review regularly - Adjust your dashboard as your needs change
- Role-appropriate - Focus on widgets relevant to your job function
Related Topics
- Dashboard Overview - Getting started with the dashboard
- Customization Guide - Layout and personalization options