Understand Your KPI Cards
Learn what each dashboard KPI card measures, how to read trend sparklines, and what actions to take when a metric needs attention.
What this guide covers
This guide explains every KPI card on the JobsiteOn dashboard in detail. You will learn what each metric measures, how the six-month sparkline trend works, what the click action does, and what you should do when a metric moves in the wrong direction.
The three financial snapshot cards
The top section of your dashboard shows three cards side by side. Each card includes a headline number, a subtitle with context, and a sparkline showing the last six months.
Screenshot: Dashboard KPI cards showing open jobs, outstanding invoices, and revenue metrics with date filter set to "This Month"
Revenue card
What it measures: The total invoiced revenue for the selected date range. This reflects all invoices created during the period, regardless of payment status.
Sparkline: Shows monthly revenue totals for the past six months as a small line chart.
Click action: Opens the Invoices page filtered to the selected date range.
When to act:
- If revenue is declining month over month, check whether fewer jobs are being completed or if your average job value has dropped
- If revenue spikes unexpectedly, verify that a large invoice was not created by mistake
Tip: Compare your revenue card with the Outstanding Invoices card. If revenue is high but outstanding amounts are also high, you are billing but not collecting. Follow up on unpaid invoices.
Pending Quotes card
What it measures: The number of quotes that have been sent but not yet accepted or declined by the customer.
Subtitle: Shows the total count of pending quotes and how many were created this week.
Sparkline: Shows pending quote volume over the past six months.
Click action: Opens the Quotes page filtered to pending status.
When to act:
- If pending quotes are climbing, your sales pipeline is active but needs follow-up
- Quotes pending for more than 7 days should get a follow-up call or email
- A sudden drop in pending quotes may mean customers are accepting (good) or you stopped sending quotes (investigate)
Screenshot: Close-up of the Pending Quotes KPI card showing "12 Pending Quotes", subtitle "3 new this week", and a sparkline trending upward over six months
Outstanding Invoices card
What it measures: The total dollar amount of unpaid invoices.
Subtitle: Breaks down the total into overdue and awaiting amounts. For example: "$8,200 overdue / $15,300 awaiting."
Sparkline: Shows the outstanding balance trend over the past six months.
Click action: Opens the Invoices page filtered to unpaid status.
When to act:
- If the overdue portion is growing, review your collection process and follow up on the oldest invoices first
- A healthy business keeps overdue amounts below 15-20% of the total outstanding balance
- If outstanding invoices suddenly drop to zero, verify that payments were actually received and not that invoices were accidentally deleted
Animation: The Outstanding Invoices card headline number animating from $23,500 down to $18,200 as a payment notification appears, then the sparkline updating to reflect the new data point
Reading the sparkline trends
Each sparkline is a miniature line chart showing the last six months of data. The chart has no labels or axes -- it is designed to show the direction of the trend at a glance.
| Trend shape | What it means |
|---|---|
| Rising line | The metric is increasing month over month |
| Falling line | The metric is decreasing month over month |
| Flat line | The metric is stable |
| V-shape | A dip followed by recovery |
| Inverted V | A spike followed by a decline |
Note: Sparklines update when you change the date range filter. However, the sparkline always shows six months of data regardless of the selected range. This lets you see long-term trends even when viewing a single day's data.
The selected range indicator
Below the three KPI cards, a label shows the exact date range driving the numbers. For example: "Selected range: Mar 1 - Mar 29, 2026." Always check this to make sure you are looking at the right period.
KPI cards and user roles
Not all team members see all three cards:
| Role | Visible cards |
|---|---|
| Owner / Admin | Revenue, Pending Quotes, Outstanding Invoices |
| Dispatcher | Pending Quotes, Outstanding Invoices (revenue hidden) |
| Technician | None (sees a simplified job-focused view) |
Tip: If a team member says they cannot see a specific KPI card, check their role on the Team page. Financial cards are restricted to Owner and Admin roles by design.
Taking action from KPI cards
Click any KPI card to jump directly to the relevant module with the current date range applied as a filter. This lets you go from a high-level number to the detailed data behind it in one click.
For example:
- You notice the Outstanding Invoices card shows $23,500
- Click the card
- The Invoices page opens filtered to show only unpaid invoices in the current date range
- Sort by oldest first to prioritize follow-up
Screenshot: Invoices list page showing a filtered view of unpaid invoices sorted by date, with overdue invoices highlighted in red and awaiting invoices in yellow
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