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CRM Dashboard & Analytics
How to use the CRM dashboard to track your business — active organizations, top contacts, job trends, and commercial intelligence.
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CRM Dashboard & Analytics
The CRM dashboard gives you a bird's-eye view of your business relationships and job activity. Instead of digging through individual records, you can see at a glance which organizations send you the most work, which contacts you interact with most, and how your job volume is trending over time.
The dashboard is available to users with Super Admin or Admin roles.
KPI cards
At the top of the dashboard, four summary cards provide your key performance indicators:
- Active Organizations — the number of organizations that have at least one job within the selected date range.
- Active Contacts — the number of contacts associated with jobs in the selected period.
- Total Jobs — the total count of jobs created during the date range.
- Repeat Org Ratio — the percentage of your jobs that come from organizations you have worked with more than once. A high ratio indicates strong recurring relationships.
These cards update automatically when you change the date range filter.
Top organizations by job count
This section ranks the organizations that have sent you the most work during the selected period. Each entry shows the organization name, type, and total job count. Use this ranking to identify your most valuable business relationships and prioritize account management accordingly.
Top contacts by job count
Similar to the organization ranking, this section lists the individual contacts most frequently associated with your jobs. If a particular adjuster appears at the top of this list, that person is a key relationship worth maintaining. The list shows contact name, type, linked organization, and job count.
Organization momentum
The momentum section tracks job growth trends for your organizations over time. It highlights which companies are sending you more work compared to previous periods and which ones are declining. This is especially useful for spotting early warning signs — if a top client's volume drops, you can reach out proactively rather than discovering the loss months later.
Date range filtering
The dashboard supports three date range presets:
- Last 30 days — a snapshot of recent activity.
- Last 90 days — a quarterly view that smooths out week-to-week variation.
- All time — your complete historical data.
Switching between ranges updates every section of the dashboard — KPI cards, rankings, and momentum charts all reflect the selected window.
How to use the dashboard
The dashboard is most powerful when you check it regularly and act on what it tells you:
- Identify top clients. Know which organizations and contacts drive your revenue so you can invest in those relationships.
- Track repeat business. The repeat org ratio tells you whether your growth is coming from new clients or deepening existing ones. Both matter, but the balance is important.
- Spot trends early. If an organization that used to send five jobs a month drops to one, the momentum section makes that visible before it becomes a problem.
- Plan capacity. Rising job totals across multiple organizations may signal the need to hire or adjust your team's workload.
Visit the dashboard at the start of each week to stay informed about where your business stands and where it is heading.
Last updated: April 2026 · Feedback on this article