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      Back to home
      1. Help Center
      2. Dashboard
      • Learning & Training Resources
        • JobNimbus Academy Courses
        • New Company Onboarding & Training
        • New User Onboarding & Training
      • Boards
      • Engage
      • Contacts & Jobs
        • Importing Contacts
        • Contact Records
        • Custom Fields
        • Documents & Photos
        • Jobs
        • Subcontractors
        • Suppliers
        • Communications
      • Mobile App
        • Boards
        • Calendar
        • Contacts and Jobs
        • Documents and Photos
        • Financials
        • Forms
        • Notifications
        • Tasks
        • Troubleshooting
      • Automations
        • Event-Based Automations
        • Time-Based Automations
        • Automation Recipes
      • Calendar & Tasks
        • Syncing Your Calendar
        • Tasks
        • Time Tracking
        • Record Scheduling
        • Your Calendar
      • Reports
        • Custom Reports
        • Built-in Reports
      • Dashboard
        • Classic Dashboard
        • Sales Dashboard
      • Financials
        • Estimates
        • Smart Estimates
        • Invoices
        • Payments
        • Budgets
        • Credit Memos
        • Material Orders
        • Work Orders
        • Taxes
        • Products and Services
      • QuickBooks
        • QuickBooks Online
        • QuickBooks Desktop
        • General QuickBooks Info
      • Integrations
        • API
        • Accurence
        • Beacon
        • BirdEye
        • CompanyCam
        • EagleView
        • Global Payments
        • HailTrace
        • HOVER
        • JobNimbus Payments
        • Leap
        • mySalesman
        • naturalForms
        • Podium
        • RoofScope
        • SalesRabbit
        • Simplii
        • Solo
        • Spotio
        • SumoQuote
        • Sunlight Financial
        • Xactimate
        • Zapier
      • Settings
        • Company Info
        • Forms
        • General Settings
        • Groups
        • Subscription
        • Team
        • Template Questions
        • Templates
        • Workflows
      • Additional Resources
        • General
        • Sales and Financial Information
        • Backing up data
      • Events
      • Industry Resources
      • App Status
      • Suggestions
      • WePay

      Dashboard

      Get the information you need when you first log into JobNimbus website application.

      Classic Dashboard

      • Can I Configure the Task List on My Dashboard?
      • How Do I Make Adjustments to the Reports I’ve Added to My Dashboard?
      • How Do I Customize What I See on the Classic Dashboard?

      Sales Dashboard

      • Are the reports on the Sales Dashboard updated in real-time?
      • What does the Sales Pipeline show me?
      • How Do I Read the Lead Source Graph?
      • What is the Revenue Leaderboard - Sold report reflecting?
      • What is the Deals Leaderboard - Sold report reflecting?
      • How Is the Average Deal Size – Sold Report Calculated?
      • What Do My Workflow Stages Have To Do With the Sales Dashboard?
      • Can I Export the Sales Dashboard Graphs?
      • How Can I See My Data Better on the Sales Dashboard?
      See more
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