How to Use the Performance Dashboard

The performance dashboard is your at-a-glance insight on how your business is performing. It lets you drill down into the data so you can know which leads are bringing in the most revenue, how quickly you’re closing deals, what your win rate is, where your bottlenecks are, how your sales team is performing - and a whole lot more.

Last updated
November 16, 2023

What it does:

Tracks the data from your job pipeline as you manage your jobs from start to finish. The data is displayed in 3 type of dashboards based on different aspects of your business.

  1. Job Performance Dashboard
  2. Workflow Performance Dashboard
  3. Pipeline Performance Dashboard


To help you focus your time and energy on the things that make the most impact to your business.

Pre-Requisites: Using job stages to move your job through the pipeline in your Roofr job board.

Available on: Premium & Elite subscriptions

Setting Up You Dashboards

Step 1: Nothing. It’s already set up for you.

Each dashboard automatically reflects the data from your jobs. However, the data in your performance dashboards is only as good at the data in your job cards.

Step 2: Optimize. To get the most accurate intel on the way your business is performing is to keep your jobs up to date in Roofr - and the more details the better. The more historical data you have, the more you can optimize your performance!

Managing Your Dashboard

Job Performance Dashboard

The performance dashboard shows an overview of your job metrics, and a team leaderboard.

Step 1: Change the timeframe view by clicking on the calendar button at the top of the page. Choose a new timeframe from the dropdown menu. By default your dashboard is set to show “Month to Date”.

Note: This will update the data in the performance graph, as well as the team leaderboard.

Step 2: To sort the team leaderboard view, click on the arrows beside each value in the column.

For example: You can sort the table by “highest close rate percentage” to see which team members are closing the most deals.

Note: You can sort by ascending to descending, by simply clicking on the arrow again.

Pro tip: Click on the information button beside each value for more information on what’s data is being shown and how they are calculated.

Workflow Performance Dashboard

Step 1: Change the timeframe view by clicking on the calendar button at the top of the page. Choose a new timeframe from the dropdown menu. By default your dashboard is set to show “Month to Date”.

Workflow at a glance

This table shows you how efficiently your business handles leads over your chosen timeframe. This helps you track progress and know where to focus your efforts.

This quick look gives you an overview of the performance of all of you leads. The performance is measured by;

  • New Leads: Self explanatory…the number of new leads you captured.
  • Avg. Speed to Lead: This is a calculation of the time your job spends in the “new lead” stage before moving to the next stage in your workflow - an indication of how quickly you’re contacting leads.
  • New Lead to Qualified: This is the percentage of your new leads that ended up becoming qualified, as a way to understand how efficient your marketing is. The higher, the better.
  • Qualified Close Rate: This is is a calculates how many of the leads marked “qualified” were won. It can be a measure of your businesses sales process and the ability to close good leads.
  • Close rate: This is the percentage of all leads (qualified and unqualified) that were closed, as a way to measure your total pipeline.

Lead performance

This view shows the same lead performance data as above, but broken down by lead source. You can understand which lead source is bringing in the best performing leads.

Note: You can sort the table by any of the columns, in ascending or descending view, by clicking on the arrows at the top of the column.

Count of job values and quantities;

These sections give you quick insight onto the number of deals that were won and lost, the value of those deals, and insights on why deals are being lost.

Job Values: Shows the total value of deals that were won, and deals that were lost during your selected timeframe. This value is pulled directly from the job details page, so keeping that value up to date is important.

Pro tip: Using Roofr proposals and invoicing automates that process, so you can trust your job values are always up to date.

Job Quantities: Shows the total number of jobs that were won and lost during your selected time frame. This is closely tied to the job values dashboard, so you can understand the efficiency of your pipeline.

Lost Job Values and Lost Job Quantities: This helps you understand the reasons you’re losing jobs, and which of those reasons is costing you the most jobs, and the most potential revenue.

Pro Tip: During the sales process always record the won and lost reasons in the job details so that you can look at the data and improve your win rate.

Pipeline Performance Dashboard

Step 1: Choose your pipeline view by selecting either “Funnel Chart” or “Bar Chart” at the top of the dashboard

The pipeline dashboard is a reflection of your current active pipeline, and measures the data of your workflow stages. So the data that you see in the table, is the same as the stages of your job board. This real-time dashboard lets you see where you need to focus your efforts right now.

Job Board at a Glance

This is a quick tally of everything in your pipeline, so you know where you’re at in real time.

Summary: The performance dashboards are like a fine wine, they get better with age. Implementing good processes for your sales cycles and job tracking is the best way to get the most out of your performance dashboard - keeping your jobs up to date will translate into meaningful data that gives you powerful insight into your business. Remember, we’re experts on this stuff. Book a call with your account manager and they can help get you set up.

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