If you are managing multiple locations, congratulations – that means your business has grown beyond a single office, and that is a huge achievement. But with growth comes a new challenge: you need a way to see what is happening across ALL your locations without spending your entire day calling each location manager for updates. That is exactly why I designed the Enterprise Dashboard. Think of it as the command center for your entire operation – one screen that shows every location’s health, revenue, job activity, and performance at a glance. When something needs attention, you see it immediately. When everything is running smoothly, you can relax and focus on growing the business. This guide will walk you through every part of the Enterprise Dashboard so you can manage your multi-location operation like a seasoned CEO.
Estimated time: 15 minutes
Before You Begin
- An active Exoserva account with Owner, Director, or Enterprise Admin role – the Enterprise Dashboard contains sensitive cross-location data including revenue, performance comparisons, and health scores, so it is restricted to leadership roles
- At least two locations configured in your account – the Enterprise Dashboard is designed for multi-location management, so if you only have one location, the regular Owner/Manager Dashboard (see that guide) is a better fit for your needs right now
- Some operational history across your locations (at least a few weeks of jobs, invoices, and activity) – the health scores, trends, and comparisons need historical data to be meaningful, otherwise everything will show as zero or “no data available”
- An understanding of your business goals – the dashboard includes goal tracking features, so it helps to know your monthly revenue targets and daily job completion goals before you start
Step 1: Navigate to Enterprise Dashboard
Click “Enterprise” in the left sidebar of your navigation menu. If you do not see this option, it means your account either does not have the Enterprise feature enabled or your user role does not have access – check with your account administrator. You can also navigate directly to the enterprise dashboard route by typing the URL in your browser.
When the page loads, the first thing you will notice is a bold header at the top. It displays the title “Enterprise Dashboard” with a building icon in a primary-colored container. Right next to the title, there is a system health status indicator – this is a colored badge that gives you an instant read on your entire portfolio. It shows one of three states: “All Systems Healthy” (green with a pulsing dot – everything is running smoothly across all locations), “Some Attention Needed” (yellow – one or more locations have warnings worth looking at), or “Action Required” (red with a pulsing dot – there are critical issues that need your immediate attention). Below the title, a subtitle shows how many locations are currently selected out of your total, like “5 of 8 locations selected.”
On the right side of the header, you will find two important controls: an Export dropdown button (with options for CSV, Excel, and JSON formats) and a Sync All button with a gradient primary background that refreshes data from all locations simultaneously. You can also press the R key on your keyboard at any time to refresh all data without clicking anything – a small convenience that adds up when you are checking the dashboard multiple times per day.
Tip: The system health status badge is designed to be the very first thing you look at. Green means you can breathe easy. Yellow means take a closer look when you have a moment. Red means stop what you are doing and check the alert summary bar – something critical is happening at one of your locations. Train yourself to glance at this badge first every time you open the dashboard.
Step 2: Review the Executive Summary
Right below the header, you will find the Executive Summary card – this is arguably the most important section on the entire page. Think of it as the “morning briefing” for your business. It shows four key data points that answer the question “how is my business doing right now?” without requiring you to scroll or click anything.
The four numbers are: Today’s Revenue (the total money brought in today across all selected locations, compared against yesterday’s revenue so you can see if you are up or down), Jobs Completed (shown as a progress bar against your daily target – so if your target is 50 jobs and you have completed 32, the bar shows 64% filled), Critical Issues (the count of critical alerts that need immediate action – ideally this is zero, and when it is not, you want to address these first), and Top Performer (the name of the location with the highest health score – a nice way to recognize which team is doing the best job).
This section updates in real time, so the numbers change throughout the day as jobs are completed, revenue comes in, and issues are resolved. If you ever see an error message that says “Failed to load dashboard data,” do not panic – just click the “Retry” button. This occasionally happens when the system takes too long to aggregate metrics across many locations, especially if you have a large number of sites with heavy data.
From Vlad: I put the Executive Summary at the absolute top of the page because that is exactly what I want to see when I open the dashboard at 7 AM with coffee in hand. Four numbers, ten seconds, and I know if today is a good day or if something needs my attention. The Jobs Completed progress bar is my favorite piece – watching it fill up throughout the day is oddly satisfying, and when it hits 100% before 3 PM, I know my team is crushing it. Everything else on the page is for when I have time to dig deeper.
Step 3: Select and Filter Locations
Below the Executive Summary, you will find the Location Selector section. This is where you control which locations are included in all the numbers and charts on the dashboard. Think of it like adjusting the lens on a camera – you can zoom in on specific locations or zoom out to see everything.
At the top of this section, there is a search bar where you can type a location name to quickly find it, plus four Quick Filter preset buttons that make common selections instant. The presets are: All (includes every single location – good for the full portfolio view), Active Only (shows only locations with active status, filtering out any paused or closed locations), Needs Attention (shows only locations with health scores below the “Good” threshold – this is your troubleshooting filter), and Top Performers (shows only locations with health scores at or above the “Excellent” threshold – great for understanding what your best locations are doing right).
Below the presets, your locations appear as selectable tags. You can click individual location tags to include or exclude them from the dashboard view. When you click a tag, it toggles between selected (filled with color) and unselected (outlined). Every time you change the selection, all the metrics, charts, and comparisons on the page instantly recalculate to reflect only the selected locations. The subtitle in the header updates to show something like “3 of 8 locations selected” so you always know what scope you are looking at. By default, all active locations are selected when you first load the page.
Warning: Be aware of which locations you have selected before making business decisions based on the dashboard numbers. If you only have 3 of 8 locations selected, the revenue totals and job counts reflect only those 3 locations, not your entire business. Always check the header subtitle to confirm your selection scope.
Step 4: Monitor Health Scores and Alerts
Below the location selector, you will see five large Hero Metric cards arranged in a row. These are the key performance indicators for your entire portfolio (or whichever subset of locations you have selected). Think of these as the vital signs of your business – just like a doctor checks heart rate, blood pressure, and temperature, these five numbers tell you the health of your operation.
The five metrics are: Total Properties (the total number of properties managed across your selected locations, with a trend arrow showing if this number is going up or down compared to the previous period), Active Jobs (the number of jobs currently in progress, with the average per location shown below), Revenue MTD (month-to-date revenue formatted in compact currency like “$45.2K” for easy reading), Technicians Active (the total number of technicians currently working across all selected locations), and Avg Health Score (the overall health score as a percentage, color-coded green for excellent, yellow for good, and red for needs attention).
Below the Hero Metric cards, you will find the Alert Summary Bar – this is your early warning system. It shows counts of alerts organized by severity: Critical (red, needs immediate action), Warning (yellow, worth investigating soon), and Info (blue, good to know but not urgent). Click the expand toggle to reveal the full alert list, which shows up to the 5 most recent alerts. Each alert displays its severity indicator, a descriptive message explaining the issue, and which location is affected.
Step 5: Compare Location Performance
This is where the Enterprise Dashboard really shines – the ability to compare your locations side by side. When you have two or more locations selected, a Bulk Actions Bar appears at the top of the content area with a primary-tinted background. It shows how many locations are selected and provides three action buttons: Compare (chart icon – opens a side-by-side comparison view that lets you directly stack locations against each other), Export (dropdown for CSV, Excel, or JSON export of the selected locations’ data), and Clear (X icon – deselects all locations at once).
The main content area is divided into two panels. The larger left panel (spanning about two-thirds of the screen on desktop) shows the Locations Overview with two view modes you can toggle between. List View presents your locations as rows in a table, with columns for checkbox (for bulk selection), rank badge, location name, status, region, number of properties, active jobs, revenue, and health score. This is great for scanning many locations quickly. Grid View presents each location as a card with a status dot, location name, a visual health bar divided into 10 segments (so you can see the health score at a glance – 7 green segments and 3 grey means 70% health), key metrics, and a status footer.
You will notice that locations are sorted by health score, and the top three get special rank badges: #1 appears in gold, #2 in silver, and #3 in bronze. This ranking is not just cosmetic – it creates visibility into which locations are leading and which are falling behind.
Step 6: Track Revenue Trends and Goals
The right sidebar of the Enterprise Dashboard contains four analytics widgets that give you deeper insight into your business performance over time. These widgets are like having a mini analytics suite built right into your dashboard – no need to navigate to a separate reports page for the most common questions.
The first widget is the Health Overview card, which shows a ring gauge (a circular progress indicator called the HealthGauge component) displaying your overall health score as a percentage. Below the gauge, three sub-metrics break down what contributes to that score: Completion Rate (what percentage of jobs are being completed on time), Average Response Time (how quickly your teams respond to new jobs), and Customer Satisfaction (based on customer ratings and feedback).
Below the Health Overview, the Revenue Trend card shows a sparkline chart – a small but readable line graph – of your revenue over the past 12 months. Next to the chart, you will see a year-over-year growth percentage shown in green (if positive – you are growing) or red (if negative – revenue is declining). The X-axis spans from January to December, so you can spot seasonal patterns easily.
The third widget is Goal Progress, which is one of my favorites. It shows your current month’s revenue against your monthly target, with a clear progress bar, the number of days remaining in the month, and a projected revenue figure based on your current pace. So if it is day 15 and you are at $50K of a $100K goal, it projects whether you will hit the target by month end based on your daily average.
Finally, the Location Comparison Chart lets you select a metric from a dropdown (Health Score, Revenue, Jobs, or Properties) and see a bar chart comparing all your selected locations side by side. This is the quickest way to visually spot outliers – the tallest bar is your best performer, the shortest is where you might need to focus.
Step 7: Use Quick Actions for Navigation
At the bottom of the Enterprise Dashboard page, you will find a Quick Actions Bar with direct navigation links to the most common enterprise tasks. Think of this as a shortcut toolbar – instead of going back to the sidebar and clicking through menus to find what you need, these buttons take you directly where you want to go.
The Quick Actions include: Manage Properties (building icon – takes you to the Properties page where you can view and manage all properties across locations), View Dispatch (map icon – opens the Dispatch view showing where your technicians are and what they are working on), Generate Report (chart icon – takes you to the Report Builder where you can create custom cross-location reports), Workflows (briefcase icon – opens the Workflow Builder for automating multi-location processes), and Settings (gear icon – takes you to account settings for enterprise configuration).
Each button shows its full label on desktop screens and condenses to just the icon on mobile devices to save space. Here is a nice design detail: the Quick Actions Bar becomes sticky when you scroll past it, meaning it pins itself to the bottom of your screen so it is always accessible no matter how far down the page you have scrolled. On mobile, it floats just above the bottom navigation bar.
Step 8: Export Multi-Location Reports
The Enterprise Dashboard offers two separate export points, each serving a different purpose. Understanding the difference will help you grab exactly the right data when you need it.
The first is the header export – the Export dropdown button in the top-right corner of the page. This exports data for ALL currently selected locations (however many you have toggled on). The available formats are CSV (opens in any spreadsheet app), Excel (preserves formatting for polished presentations), and JSON (for importing into custom tools or BI platforms). Each row in the export includes the location name, region, status, property count, active job count, revenue month-to-date, health score, and the last sync timestamp. The file is automatically named with the pattern “enterprise-locations-YYYY-MM-DD” so exports from different days do not overwrite each other.
The second export point is the Bulk Actions export, which appears when you have 2 or more locations specifically selected (not just toggled on, but checked via the checkboxes in the Locations Overview). This exports only the checked subset of locations, named with the pattern “enterprise-bulk-export-N-locations-YYYY-MM-DD.” This is useful when you want to pull data for just a few specific locations – for example, if you are preparing a performance review for your three downtown locations, you can check those three, click Bulk Export, and get a file with just those sites.
Both exports include the same columns and data format, the only difference is which locations are included.
Common Mistakes to Avoid
- Only looking at revenue and ignoring health scores – this is the most dangerous mistake in multi-location management. A location can have high revenue but a dangerously low health score due to poor job completion rates, slow response times, or declining customer satisfaction. High revenue with low health means the location is making money today but building problems that will cost you tomorrow. Always check both numbers together.
- Forgetting to check the Time Period Selector before comparing data – if you looked at revenue this morning using the “Month” view and now you are looking at it with “Today” selected, the numbers will be drastically different and you might think something is wrong. Always confirm the time period before drawing conclusions about location performance.
- Selecting only a subset of locations and then forgetting about it – this is surprisingly common. You filter to “Needs Attention” during your morning review, address the issues, and then later in the day you are looking at the dashboard wondering why total revenue seems so low. It is because you still have only 3 of 8 locations selected. Check the header subtitle to confirm how many locations are in your view.
- Not addressing Critical alerts promptly – critical alerts exist for a reason. They represent issues like SLA violations, equipment failures, or sharp customer satisfaction drops that compound quickly if ignored. A critical alert at one location can snowball into a portfolio-wide problem within days if left unresolved. Make checking and addressing critical alerts the first thing you do every morning.
- Comparing locations without considering context – a downtown location with 200 properties will naturally have higher revenue than a suburban location with 50 properties. Raw numbers alone can be misleading. Use the health score (which is normalized) and per-property metrics to make fair comparisons between locations of different sizes.
- Exporting data without checking filters first – if you have the “Needs Attention” filter active and export, you will only get data for struggling locations. This can lead to alarming-looking reports that do not represent your full portfolio. Always switch to “All” before exporting data for stakeholder presentations or board meetings.
What’s Next?
Now that you’ve completed this guide, check out:
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