Forum Discussion

Pinestraw's avatar
Pinestraw
Contributor 2
1 year ago

KPI Dashboard

Does Jobber have anything in the works to show a KPI dashboard of short? Something that we can easily look at to see certain metrics important in our business. Some of these could include set goals such as booked jobs for the week, month. Some others could be close rates, total sales, etc. If not, what would be a good integration alternative?

23 Replies

  • Pinestraw's avatar
    Pinestraw
    Contributor 2

    Great discussion, a lot of great feedback and suggestions. We are working with a developer to create our own integration. I will keep you updated! 

  • FredHodgeJr's avatar
    FredHodgeJr
    Jobber Ambassador

    I believe this is on Jobber’s to do list. Until then we hired a VA to extract the data daily from Jobber reports and update. 

  • Paige's avatar
    Paige
    Jobber Product Team

    We just announced our insights dashboard, coming this March! You can catch up on this update and others by recapping the Spring Feature Announcement Event here

  • Take a look at HourlyIQ.com

    Goals, capacity and sales are all reported directly from your Jobber account.

  • WiringByron's avatar
    WiringByron
    Verified Community Coach

    Have you taken a look at any of the new insights dashboard that they have added since you posted this? I feel like they are giving us a lot of good metrics now. 

  • travisshepherd's avatar
    travisshepherd
    Verified Community Coach

    ​Jobber does have native goal tracking built into the Insights section, plus a few solid workarounds if you want a fully custom visual dashboard.

    ​1. Native Jobber Tools (Insights & Business Goals)

    • Business Goals: Go to Insights in the left menu (if you don't see it, toggle on Business Goals under Gear Icon > Jobber Labs). You can set weekly or monthly targets and track live progress bars for Booked Jobs, Quote Conversion / Close Rate, Total Sales, and Quotes Sent.
    • Report Scheduler App: You can grab the free Report Scheduler from the Jobber App Marketplace to automatically email yourself key reports (quotes, visits, projected income) on a daily or weekly basis.

    ​2. Integration Alternatives (For Visual / TV Dashboards)

    ​If you want an office monitor display or deeper custom metrics, Zapier opens up a few great options:

    • Databox (Via Zapier): Best dedicated KPI dashboard for visual gauges, progress bars, and tracking weekly booked targets on a TV or mobile app.
    • Google Looker Studio + Sheets (Via Zapier): The best free setup. Zap your new quotes, jobs, and invoices into a Google Sheet, then build custom close-rate charts and sales trackers in Looker Studio.
    • Geckoboard: Great high-visibility option if you want a clean TV wallboard to keep goals front-and-center.
    • QuickBooks Online + Fathom: If you're focused strictly on high-level financial KPIs (profit margins, revenue velocity), syncing Jobber to QBO and linking Fathom gives you top-tier financial reporting.