Forum Discussion

Pinestraw's avatar
Pinestraw
Contributor 2
7 months 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?

  • ryaantuttle's avatar
    ryaantuttle
    Jobber Ambassador

    Great question! You can easily make one with, Jobber, Microsoft BI and Zapier. 

    • CleanbyVivi's avatar
      CleanbyVivi
      Contributor 2

      For the price some of us are paying we shouldn't have to "do it yourself"

      • WiringByron's avatar
        WiringByron
        Contributor 5

        Would you like someone telling you how much to charge and what should be included in your business? 

    • nathan's avatar
      nathan
      Contributor 2

      Hi, I have been researching how to connect Microsoft Power BI to Jobber but I have not had much success. Would you be willing to share how this was done?

  • I'm not sure if there is anything like that as of now. I have been using the reports section to get different insights, but I would be interested in hearing if there is anything like that.