Understanding the dashboard
The Quotes Overview Dashboard offers a comprehensive view into the financial impact of potential revenue and profitability of sales transactions. This dashboard enables assessment of potential business opportunities pursued by the business in a given time period.
Why is it important?
The Quotes Overview Dashboard provides you with the following relevant information:
Provides quick identification of your potential sales volume and how each are converted into revenue
Empowers you to assess revenue conversion performance which highlights opportunities or potential risks
Offers historical comparisons of how trends and patterns are progressing over time
Explore the Quotes Overview Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
How can I access estimates and quotes in the dashboard?
Simply use the dashboard's built-in feature to switch between viewing Estimates, Quotes, or both. This lets you access the information directly without leaving the page.
What options are available for defining the date range in the dashboard?
You can set the date range by selecting from available choices or manually inputting start and end dates. Additionally, you can apply restrictions by selecting items listed directly in the table.
How do I filter data in the Quotes Overview dashboard for a single selection?
Click on any listed item in the dashboard to highlight and update data related to your selection. This allows you to focus on specific information without manual selection.