Understanding the Dashboard in Pro Solo

Your dashboard provides a snapshot of your business metrics, helping you track profitability and focus your energy where it matters most.

What This Feature Does

The dashboard visualises key metrics like revenue, costs, and Effective Hourly Rate (EHR) in an easy-to-understand format.

Why It Matters

Your dashboard helps you:

• Quickly see how your business is performing
• Identify high-value vs low-value jobs
• Spot red flags in profit margins

How to Use It

Navigate to Dashboard

1. Click Dashboard in the left sidebar.

Key Metrics & Visualisations

Financial Summary

1. Total Annual Revenue: Revenue minus GST.
2. Total Annual Overhead: Total of all business-related expenses.
3. Net Profit Percentage: Profit as a % of revenue (good target = 20-40%).
4. Effective Hourly Rate (EHR): Your true hourly earning power.

Value Bucket Donut Chart

Represented by:

• 🟢 Green: High-value jobs.
• 🔵 Blue: Good-value jobs.
• 🟡 Yellow: Low-value jobs.
• 🔴 Red: Loss-making jobs.

Recent Jobs

View your recent jobs, profitability at a glance, and quick access for updates.

Key Notes / Tips

Examples

PT Dashboard Overview:

• Total Revenue: $70,000/year
• Net Profit Margin: 35%
• Average EHR: $55/hr

Common Questions

How do value buckets help?

They show which jobs need attention (yellow/red).

Why is EHR displayed prominently?

It’s the most important metric for tracking true profitability.

Next Steps: Run reports to delve deeper into job metrics.

Updated on: 25/11/2025