Skip to content
SKILLBISONTM

Owner dashboard

See how the business is doing and whether it is growing

Check the week, month, quarter or year at a glance. Then compare the same period last year to see where the business is gaining or losing ground.

Schedule a free demo

Owner workflow

Know how the business is doing at a glance

Review the week, month or year, then compare the same period year over year using fictional records from the development build.

  1. SkillBison owner dashboard heading and reporting period controls
    Demo screen · fictional data

    Step 1

    See this week, month or year

    Choose this week, this month, last month, this quarter or this year to see the business in the timeframe that matters right now.

    • Check the current week without sorting through old activity.
    • Step back to review the month, quarter or year.
    • Keep every number tied to the same timeframe.
  2. SkillBison owner dashboard with fictional revenue margin cash receivables and close rate
    Demo screen · fictional data

    Step 2

    See whether you are growing

    Compare revenue, margin, cash, average ticket and invoice count with the prior period or the same period last year.

    • See year-over-year gains or declines beside the current numbers.
    • Know whether growth is coming from more work, larger tickets or stronger margins.
    • Spot a negative trend early enough to act on it.
  3. SkillBison owner dashboard showing the fictional trial balance in balance
    Demo screen · fictional data

    Step 3

    Trust the numbers underneath

    The trial balance sits beneath the operating view and shows the ledger balances supporting the dashboard.

    • Trace the financial picture to the recorded books.
    • Confirm debits and credits remain in balance.
    • Make decisions from connected records instead of a separate spreadsheet.

SkillBison is a development build. Demonstrations run on fictional companies and customers, card payments run in test mode only, and it is not yet available for live business use.

Questions

Where do the dashboard numbers come from?

They are calculated from the fictional invoices, payments, jobs and ledger entries in the development build. They are not hardcoded marketing numbers.

Can I see whether the company is growing year over year?

Yes. Select this week, month, quarter or year, then compare it with the same period one year earlier. The dashboard shows the change in revenue, margin, cash collected, average ticket and invoice count.

Can a dispatcher see the owner dashboard?

No. The dashboard is restricted to owners and admins, and the database applies the same restriction.

Keep reading

Scheduling & dispatchOne board for the day and the week.Field appIt opens on the time clock, because that is the first thing anybody does.Estimates & optionsGive the customer a choice instead of a number.

See this part working

Half an hour on a screen share. We run one job from the phone call to the ledger entry.

Schedule a free demo
Schedule a free demo