Getting Started · Session 2
Reading the Dashboard
about 10 minutes
GoalKnow what to look at each morning — and how the dashboard adapts to your kind of company.
The dashboard greets you by name and shows up to four attention chips built from live data — things like overdue follow-ups, bids awaiting response, or stale approvals. The New Bid button sits top right; it's the fastest path to a new estimate from anywhere.
What renders below depends on your company type. A specialty subcontractor sees a bidding dashboard; a general contractor sees a project-health dashboard.
Subcontractor view
- KPI cards: Active Bids, Pipeline Value, Follow-Ups Due, and Win Rate
- Upcoming Follow-Ups — sent bids that have gone quiet, with days-since-sent
- Recent Activity — the newest entries from the activity log
- Charts: pipeline funnel, win-rate trend, bid volume, follow-up effectiveness, and revenue by customer
General contractor view
- KPI cards: Active Projects, Stale Approvals, Open Submittals, Open RFIs, Awaiting Updates
- Needs Attention — flagged submittals, overdue RFIs, and participants ready for a nudge
- This Week — upcoming meetings
- A Projects tile grid with health dots: stale, blocked, attention, or On track
A brand-new account shows a welcome panel instead of zero-filled numbers — the KPIs and charts appear once there's real data behind them.
Try it yourself
- Find your attention chips — what are they pointing you at today?
- Locate the New Bid button without using the rail.
- Open one item from Upcoming Follow-Ups or Needs Attention.
Key takeaways
- The dashboard is built from live data and branches by company type — sub vs GC.
- Subs get pipeline KPIs and follow-ups; GCs get project health and stale approvals.
- New Bid lives top right on the dashboard.
Practice this in the live demo
A fully loaded sample company — every module open, no sign-up, nothing you can break.
Open the live demo