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Owner/Admin: Reporting and Insights

Use dashboard and detail views to drive weekly margin recovery decisions.

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Owner/Admin

  • Getting Started
  • Jobs and Projects
  • Workers and Time
  • Payroll and Export
  • Reporting and Insights
  • Settings and Security

Worker

  • First Login and Dashboard
  • Clock and Job Workflow
  • Timesheet Habits
  • Common Errors and Fixes

Playbooks

  • Margin Recovery Cadence
  • Overtime Reduction
  • Estimate Accuracy
  • Weekly Review Template

Help

  • Troubleshooting Matrix
  • FAQ
  • Glossary

Objective

Convert dashboard signals into a small number of high-impact operational actions every week.

Weekly review loop

  1. Review margin, overtime, overruns, and recovery trends.
  2. Identify top exception jobs/workers from the period.
  3. Assign two to three corrective actions with owners and deadlines.
  4. Validate action outcomes in next review cycle.

Prioritization model

  • Prioritize by dollar impact and repeat frequency.
  • Focus first on recurring patterns, then one-off anomalies.
  • Track whether fixes reduce labor leakage in the next two cycles.

Action tracking expectations

  • Every action has an owner, due date, and measurable target.
  • Weekly review notes are stored for trend context.
  • Decision quality improves cycle-over-cycle with consistent review cadence.

Next guide: Settings and Security

On this page

  • Objective
  • Weekly review loop
  • Prioritization
  • Action tracking
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