How to Access
Click your name in the top-right corner of the screen, then select Reports. You will land on the Dashboard tab automatically.
What You'll See
The Dashboard is organized as a series of metric cards, each displaying a current value and a bar chart showing performance over the selected time period. The following metrics are displayed:
Revenue — Total shop revenue
Labor Revenue — Revenue generated from labor
Part Revenue — Revenue generated from parts sales
Fees Revenue — Revenue generated from fees
Parts Profit — Profit margin on parts
Orders Received — Number of orders received
Inventory Value — Current value of your inventory
Hours Clocked — Total hours logged by technicians
Invoice Hours — Hours billed on invoices
Efficiency Score — A measure of technician productivity
Heart — (Customer satisfaction / review metric)
Sales — Total sales count
Finalized — Number of finalized work orders
Services Finalized — Number of services marked as finalized
Filtering
The Dashboard uses the same date filter system found throughout EasyTruckShop. You can filter by preset ranges (such as Last Quarter) or select a Custom Range using the calendar picker. You can also filter by Shop, Basis (e.g. Cash vs. Accrual), and other available dimensions depending on your setup.
All metric cards on the Dashboard update together based on the selected filters.
📊 What does Efficiency Score mean?
The Efficiency Score is a measure of technician productivity. It compares the hours billed on invoices against the hours clocked by technicians.
Formula: Invoice Hours ÷ Hours Clocked × 100 = Efficiency Score
Example: A technician clocks 8 hours but bills 10 hours (flat rate jobs). Efficiency Score = 10 ÷ 8 × 100 = 125%.
Another example: A technician clocks 8 hours but only 6 hours appear on invoices. Efficiency Score = 6 ÷ 8 × 100 = 75%.
A score above 100% means technicians are completing flat rate jobs faster than the estimated time — good for margins. A score below 100% means jobs are taking longer than billed, which can indicate underpricing, inefficiency, or unbilled time.
💵 Cash vs Accrual basis — what's the difference?
The Basis filter on the Reports Dashboard changes how revenue is counted:
Cash basis: Revenue is counted when payment is received. If you invoice in January but the customer pays in February, the revenue appears in February.
Accrual basis: Revenue is counted when the invoice is finalized, regardless of when payment arrives. The January invoice shows as January revenue even if payment comes in February.
📌 Which should I use? Use Cash basis if you want to see actual money received. Use Accrual if you want to see revenue earned. For reconciling with QuickBooks, make sure both systems are set to the same basis — this is the most common cause of reporting discrepancies.
What It's For
The Dashboard is designed to give shop owners and managers a quick snapshot of business health without pulling individual reports. Think of it as your at-a-glance summary — every metric links back to the full reports available in the tabs across the top of the Reports section (Sales, Sales Tax, Part Revenue, Inventory, Orders, Payments, Service Types).