Dashboards

Overview

Dashboards give you an at-a-glance view of your field service operations. Each dashboard contains widgets arranged in a configurable layout. You can create multiple dashboards for different purposes — one for daily dispatch operations, another for monthly revenue tracking, a third for technician performance. Set one dashboard as the default so it loads automatically when you open the Dashboards section.

Before You Begin

Prerequisites:

1. You have the Dashboards: Create permission on your role.

2. You have the Dashboards: View permission to see existing dashboards.

Creating a Dashboard

1. Click Dashboards in the sidebar navigation.

1. Click the + New Dashboard button.

1. Enter a Display Name for the dashboard (e.g., "Daily Dispatch Overview", "Revenue Tracker"). This is required.

1. Enter an optional Description to explain the dashboard's purpose.

2. Click Save.

Expected result: Forz creates the dashboard and opens it in edit mode so you can choose a layout and add widgets.

Choosing a Layout

Layouts control how widgets are arranged on the dashboard. Select a layout that matches the information density you need.

1. Open the dashboard and enter Edit mode.

1. Select a layout from the available options:

• Two Columns — even split, good for side-by-side comparisons.

• Three Columns — balanced density for operational dashboards.

• Four Columns — high density for monitoring many metrics at once.

• Left Sidebar — narrow column on the left with a wide main area (good for KPI numbers + a large chart).

• Right Sidebar — wide main area with a narrow column on the right.

Expected result: The dashboard grid updates to reflect the selected layout. Existing widgets reflow into the new column structure.

Tip: Start with a two-column layout and upgrade to three or four columns as you add more widgets. Sidebar layouts work well when you have one large widget (like a chart) and several small ones (like KPI counters).

Adding Widgets

Widgets are the individual data components on a dashboard — charts, counters, lists, or tables.

1. Open the dashboard in Edit mode.

1. Click Add Widget in the desired column position.

2. Select a Widget Type from the available options.

3. Enter a Display Name for the widget.

1. Configure the widget's position and size (x, y, width, height).

2. Click Save.

Expected result: The widget appears on the dashboard in the specified position and begins displaying data.

Editing Widget Layout

You can reposition and resize widgets within the dashboard grid.

1. Open the dashboard in Edit mode.

2. Drag widgets to rearrange their position within the grid.

3. Resize widgets by adjusting their width and height values.

4. Changes save automatically as you adjust the layout.

Expected result: Widgets reposition within the grid. The layout updates are saved to the dashboard.

Setting a Default Dashboard

The default dashboard loads automatically when you navigate to the Dashboards section.

1. Open the dashboard you want to set as default.

2. Click Set as Default.

Expected result: This dashboard is marked as the default. The previous default dashboard (if any) is unset. When you navigate to Dashboards in the sidebar, this dashboard loads first.

Note: Only one dashboard can be the default at a time. Setting a new default automatically removes the default flag from the previous one.

Refreshing Dashboard Data

Dashboard widgets cache their data for performance. To see the latest numbers, refresh the dashboard.

1. Open the dashboard.

2. Click the Refresh button.

Expected result: All widgets on the dashboard reload with current data. The updated_at timestamp on each widget is reset to trigger cache invalidation.

Deleting a Dashboard

1. Open the dashboard you want to delete.

2. Click Delete.

Expected result: The dashboard and all its widgets are removed. You are redirected to the dashboards list. If the deleted dashboard was the default, the next available dashboard becomes the landing page.

Warning: Deleting a dashboard permanently removes all its widgets. This action cannot be undone.

What Happens After Creating a Dashboard

When a dashboard is saved, Forz automatically:

• Opens edit mode — so you can immediately choose a layout and add widgets.

• Sets as default if first — during account setup, Forz creates a "Default" dashboard from a configuration template with pre-configured widgets.

• Enforces single default — if you set a dashboard as default, all other dashboards lose the default flag.

Common Scenarios

Building a dispatch operations dashboard

A dispatch manager wants a morning overview showing today's unscheduled jobs, technician availability, and route status.

1. Create a dashboard named "Dispatch Operations".

2. Select the Three Columns layout.

3. Add widgets: "Unscheduled Jobs" counter in column 1, "Technician Status" list in column 2, "Today's Routes" overview in column 3.

4. Set it as the default dashboard so it loads every morning.

Creating a monthly revenue dashboard

The office manager needs to track invoicing and payment metrics.

1. Create a dashboard named "Monthly Revenue".

2. Select the Left Sidebar layout.

3. In the sidebar column, add KPI widgets: "Total Invoiced", "Total Collected", "Outstanding Balance".

4. In the main area, add a larger chart widget showing revenue trends.

Setting up a technician performance dashboard

A service manager wants to monitor technician productivity.

1. Create a dashboard named "Tech Performance".

2. Select the Two Columns layout.

3. Add widgets for job completion rates, average time per job, and customer satisfaction scores.

4. Share the dashboard name with team leads so they know where to find it.

Troubleshooting