Owners who check the shop every morning know what's going on. Owners who check only at month-end are surprised. Here's the 5-minute morning routine.
The 6 numbers
1. Yesterday's revenue — total invoiced (paid + unpaid) 2. Yesterday's job count — completed installs 3. Today's booked jobs — scheduled installs for today 4. Open quotes (last 7 days) — sent but not yet accepted 5. Bay utilization (current week) — % of available hours booked 6. Outstanding deposits — booked but not yet paid
That's it. 5 minutes.
Setting it up
Settings → Dashboards → Owner dashboard → Configure.
Pick the 6 widgets above (default config). Save. Bookmark the dashboard URL. Open it every morning before walking into the shop.
What "normal" looks like
For a single-location tint shop doing $500k/year:
- Daily revenue: $1,800-2,500 weekday, $2,500-4,000 Saturday
- Daily job count: 4-6 weekday, 6-10 Saturday
- Today's booked: 4-8 (you want a 1.2-1.5x ratio of booked to last-30-day daily average)
- Open quotes: 8-15 (more than 20 = sales follow-up needed; under 5 = lead gen needed)
- Bay utilization: 65-80% in season, 40-60% off-season
- Outstanding deposits: <$5,000 (if higher, deposits aren't being collected at booking)
For a multi-location shop, view the same dashboard at HQ level — each location aggregates.
When numbers spike or dip
### Yesterday's revenue down 30%+ vs same day last week - Look at job count: was it the count or the ticket? - If count: scheduling issue. Were enough jobs booked? - If ticket: pricing issue. Was there an unusual mix?
### Open quotes >20 for >3 days - Front desk follow-up cadence too slow - Or quotes are priced too high and not converting - Pull the close rate report for diagnosis
### Bay utilization <50% in season - Lead generation problem - Or rebook automation broken - Or quote → install conversion broken
### Outstanding deposits growing - Booking flow isn't requiring deposit at quote acceptance - Or you're letting customers book without deposit - Tighten the policy
Beyond the dashboard
Once a week, dig deeper: - Weekly report — staff performance + per-service margin - Monthly story report — narrative + month-over-month
Daily dashboard for awareness. Weekly + monthly for decisions.
Don't over-monitor
Some owners check every hour. Don't. The dashboard is for catching meaningful variance, not chasing noise. A slow Tuesday morning isn't a problem — it's noise. A slow Tuesday-Thursday in a row is a problem.
Look once in the morning. Move on.