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BuildWorkPro Docs

Your Dashboard

The dashboard is your home screen. It opens whenever you sign in and gives you a snapshot of your pipeline, projects, and recent activity. A time-based greeting at the top welcomes you by name.

The BuildWorkPro dashboard showing pipeline value, win rate, active projects, and revenue history

KPI cards

Section titled “KPI cards”

A row of stat cards across the top tracks your key numbers. By default you see four:

  • Pipeline Value -- the total value of open leads.
  • Win Rate -- the share of decided bids you have won.
  • Active Projects -- projects currently in progress.
  • Pending Bids -- bids still in draft or sent.

Each card links to a filtered list, so clicking Active Projects opens your in-progress projects. Other available cards include Contract Value, Planning, Overdue, Completed, Won Leads (est.), and Contacts.

Quick actions

Section titled “Quick actions”

Below the cards, quick-action buttons start the most common tasks without leaving the dashboard:

  • Add Contact -- opens the new-contact form.
  • Add Lead -- opens the new-lead form.
  • Create Bid -- starts a new bid.
  • New Project -- opens the new-project form.

You only see the actions your role allows. A Viewer, who cannot create records, sees none of them.

Widgets

Section titled “Widgets”

The rest of the dashboard is a grid of widgets you can rearrange from the Customize panel. They include:

  • Revenue History -- revenue over time.
  • This Week Summary -- what is due and happening this week.
  • Pipeline & Bids -- open pipeline and bid activity.
  • Project Status -- a breakdown of projects by status.
  • Win / Loss -- decided bids, won versus lost.
  • Upcoming Deadlines, At Risk, Project Map, Site Log Activity, and Projects by Type.

Alerts and getting started

Section titled “Alerts and getting started”

When something needs attention -- an overdue project, a stale lead, or a bid that needs follow-up -- a banner appears at the top with a link straight to it.

If your workspace is brand new, a Getting Started card appears above your widgets and points you to your first contact, lead, project, or bid. It disappears once you have data.

What's next

Section titled “What's next”