Daily revenue dashboard — what to check every morning

Watch: Your SalesThumb Dashboard: A 5-Minute Morning Routine (0:57)

Owners who check the shop every morning know what's going on. Owners who check only at month-end are surprised. The dashboard that opens when you log in is a real working page, not just four numbers. Here's what's on it and a 5-minute morning routine.

Where it lives

Your dashboard is the home page of the app. There's no setting to configure it and no widget picker. SalesThumb decides what goes on it and where. Most sections only show when there's something to say, so a quiet shop's dashboard is shorter than a busy one's. A date-range selector at the top (Today, This week, This month, Last 30/90 days, Year to date, Last 12 months) changes the KPI strip, the revenue chart, the close-rate funnel and the installer leaderboard together.

What's on it

From top to bottom:

The KPI strip

Four cards, always visible:

Revenue Collected: for the selected range, plus payment count and average ticket
Today's Appointments: total, with in-progress and completed counts
Completed Appointments: for the range, with a completion rate
New Customers: for the range, plus your total customer count

Look here first. Pick "Today" from the range selector before you do.

Crew handoff

Above My day is the note from yesterday's crew, so the morning crew reads it first. It shows who wrote it, the facts it filled in automatically, to-dos the morning crew can tick off, and who has read it. Click Got it when you've read it, and it shrinks to one line. When there's no handoff to read, you'll just see a Leave a handoff for tomorrow button. There's no money in it, so every role sees it. See Crew handoff notes.

My day

A short AI-written paragraph about today: appointment count, anything urgent, open balances and low film stock. It doesn't run on its own. The card starts with a Brief me button and only writes the brief when you click it. Once written, the brief and its time stay on screen, with a "Refreshed [time]" note, until you refresh it. A small dot next to the title shows whether it came from a live AI call (green) or a fallback (amber). Badges show the appointment count, an "urgent" count when there is one, and an open-balance badge when there's money to collect.

Up next today

Next to My day. It lists today's work still in play, in your shop's time zone: cars checked in or in progress first, then what's coming up by start time. A badge shows how many are left "to go." Click an appointment to open it. When nothing's left, it says "Nothing left on today's schedule" with a link to the calendar.

At the bottom, a strip counts leads waiting on a reply, for example "3 leads waiting on you," and opens the Leads hub filtered to them. This strip shows on plans that include the Leads board (Growth and up).

Right now

A section of action cards you can act on today. Each card loads on its own and hides itself when there's nothing to show, so this section can be short on a clean day. What can appear:

Needs your attention: unread messages, waitlist count and today's remaining appointments, each as a colored pill. When nothing's pending, it says "All caught up." Only owners, admins and managers see this card.
AI insights: the top 3 items from the AI Ops assistant, each tagged Urgent, Warning, Opportunity or Info, with a link to the full list. It disappears when there's nothing to flag.
Ready for pickup: today's appointments that are ready or finished, with one tap to text "your car is ready." Already-notified rows show a checkmark, and rows without a phone are flagged. Each appointment can only be notified once an hour.
Film stock alert: films below their reorder level, split into "out" and "low," with a Draft PO from these button.
Who needs a call today: a worklist of customers with an open balance, customers who haven't been in for 180+ days, warranties expiring within 30 days, and unread messages older than 24 hours. The most urgent sort first.
My Tasks: your own overdue and upcoming customer follow-ups, with a checkbox to complete each one. When you have none, it says "You're all caught up."
Sales playbook: a status tile for the post-invoice follow-up queue, with active, sent and done counts plus overdue and due-this-week badges. See Managing the post-invoice Playbook queue.

Smart worklist row

Below Right now, a row of tiles that only appear when their count is above zero: disputes needing a response, invoices overdue 30+ days, films low on stock, customers lapsed 180+ days, and negative reviews with no reply. The row hides itself when all five are clear.

Get your shop set up (new shops only)

A first-run checklist with an "X of N" badge and progress bar. Each step links to where you do it. It hides once every step is done, and you can dismiss it early.

This month

Monthly Goals: month-to-date pacing against your revenue and job targets, with a projection. If you haven't set targets, you'll see a prompt instead. Targets are set in Settings → Shop Profile (see Setting up your Shop Profile).
Recent matrix: a summary of your most recent Sales Matrix snapshot, once you've run it at least once.

Performance

Revenue Trend: a daily bar chart for the range, with total revenue, tips and daily average
Close Rate: quotes sent → approved → appointments booked → completed, for the range

Activity

Top Installers: completed jobs per installer, for the range
Recent Quotes and 9. Recent Invoices
Film Inventory: active rolls and low-stock count
Warranties: active vs. total warranties

The 5-minute morning routine

Pick Today in the range selector and read the KPI strip.
Read the crew handoff and click Got it.
Check Up next today for what's in the bays and coming in, and the leads waiting on you.
Work through whatever is showing in Right now and the Smart worklist row.

If those sections are empty, there's nothing flagged today.

Diagnosing a bad morning

Revenue down vs. a normal day

Check Today's Appointments. Is the completed count low, or is the average ticket lower than usual?
Low completions: a scheduling or no-show issue
Low average ticket: a pricing or service-mix issue

Open quotes climbing

Follow-up may be too slow, or quotes may be priced too high
Pull the close rate report for the funnel breakdown

Completion rate dropping

More appointments are ending in no-shows, cancellations or reschedules than usual. Look at your booking policy and reminders.

Not sure who to follow up with

Who needs a call today in Right now has already sorted it, highest urgency first.

Multi-location: the HQ view

If you run more than one shop under HQ tier, HQ → Reports has a configurable, cross-location dashboard in its Scorecard section. Click Customize to choose which sections show and set your own benchmark targets. The single-shop dashboard above is per shop and fixed.

Beyond the daily glance

Once a week, dig deeper:

Smart Pricing (Sales → Pricing): per-service recommendations based on what you're actually charging
Monthly story report: a narrative with month-over-month changes

Don't over-monitor

The dashboard is for catching real changes, not chasing noise. A slow morning isn't a problem. A slow week might be. Most cards hide when there's nothing to flag, so an empty Right now section isn't a bug. Look once in the morning and move on.

Frequently asked questions

Q: Where did "Right now" go from beside My day?

A: My day now sits beside Up next today, which lists today's lineup and leads waiting on a reply. The Right now action cards are just below them.

Q: Why doesn't My day show anything until I click?

A: The brief is only written when you click Brief me. After that it stays on screen until you refresh it.

Q: Why don't I see the leads strip in Up next today?

A: It shows on plans that include the Leads board, Growth and up.

Q: Who can see the crew handoff?

A: Everyone. It has no money in it, so every role sees it.

Q: Can I choose which cards appear?

A: No. The dashboard is fixed, but most cards hide themselves when there's nothing to show.