The Dashboard and Reports sections in MotionOps give users a quick way to monitor business performance, track important metrics, and review company data in real time. From sales activity and lead tracking to financial reporting and team performance, these tools help keep everything organized and easy to access from one place.
Accessing the Dashboard
To open the Dashboard:
Look at the top middle toolbar in MotionOps
Click the Dashboard button located toward the top left section of the toolbar
Once opened, the Dashboard provides an overview of important business metrics and activity.
What You Can View on the Dashboard
The Dashboard displays different performance metrics and business insights, including:
Lead sources
Proposal activity
Pending proposals
Accepted proposals
Sales numbers
Appointment activity
Revenue tracking
Other business performance data
The Dashboard is designed to give users a quick snapshot of what is currently happening across the business without needing to open individual accounts or reports.
Accessing Reports
On the same top middle toolbar, to the right of the Dashboard section, users can select Reports.
The Reports section allows users to generate more detailed reporting and analytics for different areas of the business.
Available Report Types
Users can run a variety of reports, including:
Financial reports
Sales performance reports
Team member performance reports
Revenue reporting
Lead and proposal reporting
Appointment and work order reports
Additional operational reports
These reports help provide more detailed breakdowns and performance tracking beyond the standard Dashboard overview.
Filtering Reports
When running reports, users can filter data based on the time period they want to review.
Common filter options include:
Daily
Weekly
Monthly
Yearly
Custom date ranges
This allows users to review recent activity, monitor long-term performance, and compare business data over different periods of time.
Using Dashboard & Reports Together
The Dashboard is best used for quick visibility into current business activity, while Reports are designed for deeper analysis and tracking. Together, they help users monitor company performance, track trends, and make informed business decisions directly within MotionOps.