Troubleshoot Dashboard Data Issues

What this guide covers

This guide helps you diagnose and fix common dashboard data issues. If your numbers look wrong, data is missing, or the dashboard is not loading properly, follow the steps here before contacting support.

Issue: All KPI cards show zero

Possible causes:

1. Date filter is too narrow -- If you have the filter set to "Today" but there is no activity today, all cards show zero
2. New workspace with no data -- A brand-new workspace has no invoices or jobs to report on
3. Wrong workspace selected -- If you manage multiple workspaces, you may be viewing the wrong one

Fix:

1. Switch the date filter to This Month or This Year to see if broader data exists
2. Check your workspace name at the top of the sidebar
3. If the workspace is new, create a few records and check again

Screenshot: Dashboard with all three KPI cards showing $0 / 0 / $0, with the date filter set to "Today" highlighted and an arrow suggesting to change it to "This Month"

Issue: Revenue number does not match expectations

Possible causes:

1. Date range mismatch -- You are looking at a different period than you think
2. Draft invoices -- Invoices in draft status may not be counted
3. Missing invoices -- Some completed jobs may not have invoices generated yet

Fix:

1. Check the "Selected range" label below the KPI cards to confirm the exact dates
2. Click the Revenue card to open the Invoices page and review the list
3. Look for completed jobs without invoices by checking the Closeout/Lien pipeline stage

Tip: If you habitually create invoices days or weeks after completing a job, your revenue card will always understate recent performance. Generate invoices promptly after job completion for accurate dashboard data.

Issue: Dashboard is loading slowly

Possible causes:

1. Large dataset -- Workspaces with thousands of records take longer to aggregate
2. Browser cache -- Stale cached data can cause rendering issues
3. Slow internet connection -- Dashboard data loads from the server on each visit

Fix:

1. Clear your browser cache and reload the page
2. Try a different browser to rule out browser-specific issues
3. Check your internet connection speed
4. If the issue persists on a fast connection, contact support

Screenshot: Browser developer tools showing a slow network request to the dashboard API endpoint, with the response time highlighted at 4.2 seconds

Issue: Activity feed is empty

Possible causes:

1. New workspace -- No activity has occurred yet
2. Feed filters are too restrictive -- All categories may be toggled off
3. Activity happened too long ago -- The feed shows recent events only

Fix:

1. Check the activity feed filter toggles and make sure at least some categories are on
2. Create a test job or send a test invoice to see if new events appear
3. If you have been using the platform actively and the feed is still empty, refresh the page

Animation: A user checking the activity feed filter bar, noticing all toggles are off (gray), toggling "Jobs" and "Invoices" back on (blue), and the feed populating with recent events

Issue: Pipeline stage counts seem wrong

Possible causes:

1. Date filter -- Pipeline counts respect the selected date range
2. Job statuses not updated -- Jobs may be completed in reality but not marked completed in the system
3. Stale data -- The page may need a refresh

Fix:

1. Verify the date range is what you expect
2. Check a few specific jobs to see if their statuses are correct
3. Refresh the page to get the latest data

Issue: Outstanding Invoices card does not decrease after a payment

Possible causes:

1. Payment webhook delay -- It may take a few minutes for Stripe payment notifications to reach JobsiteOn
2. Manual payment not recorded -- If a customer paid by check or cash, the payment needs to be recorded manually in JobsiteOn
3. Partial payment -- The customer may have paid only part of the invoice

Fix:

1. Wait 5-10 minutes and refresh the page
2. Check the invoice detail page to see if the payment was recorded
3. If the customer paid outside of the online payment link, manually record the payment on the invoice

Note: If none of these steps resolve your issue, contact support at support@jobsiteon.com. Include a screenshot of the dashboard, the date range you are using, and a description of what you expected to see.

General troubleshooting steps

These steps fix most dashboard issues:

1. Refresh the page -- Most data issues resolve with a simple refresh
2. Check the date filter -- Nine times out of ten, unexpected numbers are caused by the wrong date range
3. Clear browser cache -- Fixes rendering and stale data issues
4. Try another browser -- Rules out browser-specific problems
5. Contact support -- If all else fails, our team can investigate your specific data

Related articles

• Understand Your KPI Cards
• Filter Dashboard by Date Range
• Getting Help and Support
• Read Dashboard KPI Cards and Filters