Forum Discussion

Pinestraw's avatar
Pinestraw
Contributor 2
9 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?

18 Replies

  • Good stuff. We tried Airtable, it was decent but from the cost standpoint, it was not worth it. Once you add in the Make.com, Airtable, etc, it became expensive. I think I'm going to try the Jobber API>Zapier>PowerBi and also sent a form submission to hireoutput. Thanks!

  • WiringByron's avatar
    WiringByron
    Jobber Ambassador

    I would recommend using Airtable to build this yourself or there is a new app in the marketplace called hireoutput. They will make the dashboard for you. 

    I use both but I really like the hireoutput dashboard. 

    Another option for you is you can pull a report from jobber and then put the file in chatgpt or julias.ai and then ask the AI to give you info about the report or show it to you in a certain way. 

  • 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
        Jobber Ambassador

        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.