Open Analytics in the left sidebar. Full steps below.
Where: Analytics in the left sidebar
Plans: Pro and above
Steps
Open Analytics in the left sidebar.
Pick the period (30 days, 90 days, year to date, 12 months or all time) and, if wanted, filter to specific clients.
Use Customize to choose which of the 24 widgets to show and arrange them.
Set goals to track against.
Analytics dashboards cannot be shared by public link.
What this cannot do
Share an analytics dashboard by public link — dashboard sharing is disabled.
Show a margin, turnaround or cost figure for estimates that have no material, labour, cost or send records — those cards report no data instead.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.