ForemanFOREMAN

Home dashboards

Build at-a-glance dashboards from chart, list, activity, and action tiles that aggregate across every project in your company.

Your home is a set of dashboards — grids of tiles that roll up data from across your whole company, not just one project. Each tile pulls live from a real source: Projects, Contacts, Client Finances, Payments, Client Agreements, Requests, Schedule Tasks, Daily Logs, Records, and your Project Metrics / Company Metrics.

Open your dashboards

  1. From the sidebar, click Home.
  2. You'll land on your default dashboard. If your company has more than one, you can switch between them.

Note

New companies start with three ready-made dashboards — Company, Financial, and Sales — so you have something useful before you build your own.

Switch and manage dashboards

  1. In the toolbar, click the dashboard name to open the switcher dropdown.
  2. Pick any dashboard in the list to open it. A star marks your current default.
  3. To create one, open the switcher and click New dashboard, then give it a name.
  4. To rename, duplicate, set as default, or delete the current dashboard, click the actions button next to the switcher.

Don’t see this?

If you don't see the New dashboard or actions controls, your role can view dashboards but not change them. Ask your organization owner for management access.

Add a tile

  1. Click Add Tile in the toolbar. Foreman drops a starter tile on the dashboard and opens the Edit tile window on it — a form on the left, a live preview on the right.
  2. Set the Title.
  3. Pick a Data source. This is the primary choice — it's both the real sources (Projects, Contacts, Client Finances, Payments, Client Agreements, Requests, Schedule Tasks, Daily Logs, Records, Project Metrics, Company Metrics) and the fixed tile kinds:
    • Action items — overdue invoices, open bid requests, and records needing review.
    • Activity feed — a running stream of recent records and payments.
    • Text / Note — a note or heading to label a section of the dashboard.
    • Project map — every active project with a mapped address, as a pin.
  4. Optionally add Filters to narrow what the tile counts.
  5. When the source is a real one, choose the Tile type:
    • Chart — bar, line, pie, table, or single value, grouped and summed however you like.
    • Data list — a sortable table of raw rows from the source.
  6. Click Save. Closing the window without saving discards your edits, but the starter tile remains on the dashboard. Use Delete if you don't want to keep it. Duplicate also lives in this window.

Note

Each tile reads from one source, but a single dashboard can mix as many tiles and sources as you want — that's how you get sales, financials, and field activity on one screen.

Arrange the grid

Drag a tile by its header to move it, and drag any edge or corner to resize. Layout changes save as you go.

Note

An empty dashboard shows an Add tile prompt — or click Ask the AI to have the assistant build tiles for you from a plain-English description.

What a tile can show you

Tiles only ever show data you're allowed to see. A tile points at a source (say invoices), and if your role can't read that source, the tile shows a permission message instead of numbers. If your access is limited to assigned projects, tiles only count those projects.

For reading the money columns behind the budget-based tiles — budgeted, committed, invoiced, collected, and profit — see Reading your budget roll-ups.

NextReading your budget roll-ups