FieldCamp's Boards feature lets you build custom dashboards tailored to specific needs. Instead of a one-size-fits-all view, create focused dashboards for owners tracking revenue, dispatchers monitoring daily operations, or managers analyzing team performance.
Creating Your First Board
Step 1: Access the Boards Section
Navigate to Analytics from the main menu
Click the Boards tab
Click "+ Create New Board"
Step 2: Name and Configure Your Board
Enter a descriptive name (e.g., "Morning Dispatch View" or "Weekly Revenue Tracker")
Add an optional description to clarify the board's purpose
Adding Charts from Playground
Direct Save from Playground
Create a chart in the Playground tab
Click "Save to Board" button
Select existing board or create new one
Choose chart position on the board
Example Boards by Role
Owner's Strategic Dashboard
Purpose: High-level business health Charts:
Monthly Revenue Trend (large, top)
Customer Acquisition Rate
Profit Margins by Service Type
Team Utilization Rate
Cash Flow Projection
Customer Satisfaction Score
Dispatcher's Operations Board
Purpose: Real-time job management Charts:
Today's Job Status (pie chart)
Unassigned Jobs Queue
Tech Locations Map
Jobs by Time Slot (heat map)
Emergency Call Monitor
Route Completion Status
Service Manager's Performance Board
Purpose: Team efficiency and quality Charts:
Tech Performance Scorecard
First-Time Fix Rate by Tech
Average Job Duration by Type
Customer Rating Distribution
Skills Gap Analysis
Training Completion Tracker