The SAM Dashboard is the operational command centre of SAM Service Manager. It provides users with an immediate, real-time view of business performance, to-do actions, engineer activity, and customer service levels, all from a single, intuitive screen. Designed to provide immediate insights, the dashboard displays data that reflects the current state of your organisation at the time it is initially loaded. This functionality ensures that you have a clear snapshot of your business’s performance at a glance. For users who need the latest updates while the dashboard remains open, the “Update” option allows you to refresh the data, ensuring that you are always working with the most accurate and timely information available.
What the SAM Dashboard Shows
The overview screen is divided into six quadrants, users can select to view three, four, or six quadrants depending on how much data they wish to monitor, you’ll get at-a-glance an entire view of your business operation.
Sales Workflow Visibility
- To-do diary items, Callbacks, Appointments
- Leads and Opportunities Requiring attention
- Graphical representation of the sales funnel
Job & Workflow Visibility
- Open, in-progress, and completed jobs
- Jobs awaiting parts, authorisation, or invoicing
- SLA-critical and overdue jobs
Customer & Contract Monitoring
- Active contracts and agreements
- Expiring contracts and renewals due
- Customers with high call volumes
Financial & Commercial Indicators
- Jobs ready to be invoiced
- Work in progress (WIP)
- Outstanding quotations
- Revenue by contract, customer, or engineer
Key Dashboard Features
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- Fully Configurable Widgets – Each user can customise their dashboard to show what matters most to them, whether that is service performance, engineer workload, financial status, or customer activity.
- Role-Based Views – Managers, service controllers, engineers, and directors each see information tailored to their role, improving focus and accountability.
- Drill-Down Navigation – Clicking any figure or alert takes you directly to the underlying jobs, customers, or records for immediate action.
- Alerts & Exceptions – Automatically highlights problems such as: Missed SLAs, Overdue jobs, Idle engineers, Unbilled work, Expiring contracts
Business Benefits
- Improved Service Performance – By seeing delays, missed appointments, and SLA risks in real time, managers can intervene before customers are affected.
- Higher Engineer Productivity – The dashboard makes it easy to balance workloads, reduce downtime, and keep engineers fully utilised.
- Faster Invoicing & Better Cash Flow – By clearly showing work that is completed but not yet invoiced, the dashboard helps prevent lost revenue and improves billing cycles.
- Better Customer Experience – Repeat faults, overdue calls, and priority customers are instantly visible, allowing proactive service rather than reactive firefighting.
- Management Control – Directors and senior staff gain immediate visibility into operational health, performance trends, and commercial exposure without waiting for end-of-month reports.
Why the SAM Dashboard is Different
Unlike generic reporting tools, the SAM Dashboard is built specifically for service management. It understands jobs, engineers, assets, contracts, and SLAs, and displays them in a way that mirrors how real service businesses actually operate.
It is not just a reporting screen. It is a live control panel for your entire service organisation.
For more information about the benefits of a dashboard you can visit this Wikipedia article which discusses digital dashboards in computing and business contexts and lists benefits such as visualising performance measures, identifying trends, measuring efficiencies/inefficiencies, generating insights, and supporting better-informed decisions.
