Dashboard Overview

The Pool Runs dashboard provides a real-time overview of your entire pool service operation. From here, you can monitor technician progress, track financial metrics, and quickly access common tasks.

Today at a Glance

The top section of your dashboard displays key metrics for the current day, giving you an instant snapshot of your business operations.

Operational Metrics

• Scheduled Stops - Total number of route stops and work orders scheduled for today
• Completed Today - Number of stops that have been finished, with completion percentage
• In Progress - Stops currently being serviced by technicians in the field

Financial Metrics

• Overdue Invoices - Count and total dollar amount of past-due invoices requiring attention
• Outstanding Balance - Total amount owed across all unpaid customer invoices

Customer Metrics

• Active Customers - Number of customers with active service status
• New This Month - Customers added during the current calendar month

Charts & Analytics

The dashboard includes several interactive charts to help you visualize business performance over time.

Invoice & Revenue Activity

This bar chart compares invoiced amounts versus collected revenue:

• Blue bars show the total amount invoiced per day
• Green bars show payments collected
• Summary totals display invoiced, collected, and outstanding balance for the period

Completion Rate

A visual progress ring shows your 7-day completion rate with color coding:

• Green indicates excellent completion (90%+)
• Yellow indicates moderate completion (70-90%)
• Red indicates low completion (below 70%)

The card also shows completed, scheduled, and skipped stop counts along with average service duration.

Route Stops Trend

Track your service volume over time with a stacked bar chart showing stops by status: Scheduled, In Progress, Completed, and Skipped. This helps identify patterns in your daily operations.

Date Range Filtering

Use the date range selector above the charts to view historical data. Available options include:

• Last 7 Days - Rolling week (default view)
• Last 30 Days - Rolling month
• Last 90 Days - Rolling quarter
• MTD - Month to date (from 1st of current month)
• Last Month - Previous calendar month
• YTD - Year to date (from January 1st)

Quick Actions

The Quick Actions panel provides one-click access to the most common tasks:

• Work Order - Create a new work order for repairs or one-time services
• Invoice - Generate a new invoice for a customer
• Schedule - View and manage the route schedule
• Customer - Add a new customer to your system