What is the Dashboard?
The Dashboard serves as the central hub for reporting. It presents high-level metrics such as revenue, sales, leads, quotes, and business activity.
Accessing the Dashboard
By default, when you log into ProLine, you will land on Boards.
To access the Dashboard:
Click the side panel
Under the hamburger menu (☰), click the Dashboard icon
Once opened, the Dashboard displays multiple report tabs across the top, including:
Overview
Usage
Leaderboard
Marketing
Sales
Production
Cash Flow
Billing
Profitability
Activity
Map
Overview Reports
Purpose: Provide a quick snapshot of your overall business performance.
Key Features:
Revenue, Sales, Quotes Sent, and Leads per day for the selected period
General Activity Feed showing activity across all projects and users.
Usage Reports
Purpose: Provide a high level overview of how your company is using ProLine to reveal areas of additional value*.***
Key Features:
Shows Overall Score for your business
Shows 15 different segments for how we came up with this score
App Opens
Active Stage Triggers
Orders Sent
Outgoing Texts
Carrier Registration
Automations Ran
Invoices Sent
Merchant Account
New Leads
Outgoing Calls
Active Campaigns
Quotes Sent
Answered Calls
Merchant Payments
To see a more detailed article on this report, click here!
Marketing Reports
Purpose: Tailored for marketers or marketing-focused team members to understand lead generation effectiveness and ROI.
Key Features:
Tracks new leads and referrals
Analyzes revenue and conversions by source
Measures revenue per new lead
Inspection outcomes
Marketing strengths
To see a more detailed video and article on this report, click here!
Sales Reports
Purpose: Focused on sales performance to help evaluate overall sales outcomes.
Key Features:
Displays won projects and referrals.
Compares contracted vs. collected revenue
Tracks planned vs. actual profit
Breaks down new open projects and total open projects
To see a more detailed video and article on this report, click here!
Leaderboard
Purpose: Motivate the sales team with performance tracking.
Key Features:
Shows individual sales metrics
Two views: Commission and Performance
Admins have full visibility
Team members can only see rankings and personal data
To see a more detailed video and article on this report, click here!
Production Reports
Purpose: Track job completion timelines and production volume.
Key Features:
Measures average days to completion
Tracks completed and in-progress jobs
Completed job count
To see a more detailed video and article on this report, click here!
Cash Flow Reports
Purpose: Monitor financial inflow and quote status.
Key Features:
Tracks payments, receipts, and accounts receivable (AR)
Breaks down quotes sent, approved, and closed referrals
Displays total closed projects
Shows the business's financial status.
To see a more detailed video and article on this report, click here!
Billing Report
Purpose: View and track invoices sent from your ProLine account.
Accessing the Billing Report
To access the Billing Report:
Open the Dashboard
Click the Billing tab
Key Features:
Displays all invoices sent from your account
Two invoice views:
Open: Invoices that have been sent but not yet paid
Past Due: Invoices that are past the due date with no payment completed
Each invoice displays:
Project name
Invoice name
Invoice number
Sent date
Due date
Remaining balance
Clicking an invoice opens the associated Project Details
Profitability Report
Purpose: Assess project-level financial performance.
Key Features:
Shows Planned vs. Actual Profit and Profit Margin
Displays Net Revenue
Visualizes Planned vs. Actual Costs
Includes additional filters by project status (Won, Completed, Closed)
To see a more detailed video and article on this report, click here!
Activity Report
Purpose: View team engagement and communication activity.
Key Features:
Lists all activity within ProLine account
Shows call and text volumes per team member
To see a more detailed video and article on this report, click here!
Map Report
Purpose: Visualize project geographic distribution.
Key Features:
Identifies project clusters
Filters by pin visibility (Leads, In Production, and Completed)
To see a more detailed video and article on this report, click here!
Setting Up Accurate Reporting: Statuses and Stages
All reports are driven by the statuses applied to project stages. Setting these up correctly ensures the accuracy of your reports.
Accessing Stages:
Click on the hamburger menu (☰).
Navigate to Company Settings.
Choose the Stages tab
Once in the Stages tab, you can change the status of any project stage by clicking the status next to the stage name. If you’re creating a new stage, the status will display as None. Click None to open a dialog and choose the status you need from the list.
Statuses Configuration:
Once you’ve accessed your stages, follow these guidelines to ensure your status setup keeps your reports accurate and your workflow clear.
Recommended Status Order:
Lead → Inspection → Open → Won (or Lost/Disqualified) → Completed → Closed
Guidelines for Statuses:
Assign a status to every stage; avoid leaving any as None.
A project typically moves to Won, but if it’s not won, it should move to either Lost or Disqualified depending on the outcome.
Maintain the top-to-bottom logical flow
Avoid illogical status assignments (e.g., Complete before Won)
Multiple stages can share the same status (e.g., multiple Inspection stages)
The Disqualified status is optional but useful for sales/marketing analysis
Production Stages: Use Won until the job is completed, then switch to Completed
Final Stage: Use Closed once fully paid and closed
Special Cases:
Lead Rehash: Allows moving prospects back to Lead status for follow-up
Insurance Pipeline: Typically uses Open status throughout
Retail Jobs/Insurance Approval: Move to Won only when both homeowner and insurance approval are secured
Troubleshooting and Fixing Reporting Issues
If you encounter red alerts or notice incorrect metrics:
Fix statuses from top to bottom
Proline will retroactively adjust status dates based on activity
Avoid repeatedly changing statuses on the same stage
Each status change triggers backend recalculations