Understanding the dashboard
The Quotes Expiring Dashboard provides a detailed look into essential information for all expiring business and transactions pursued with a client that require attention, monitoring, and analysis aimed towards sales conversions and strategy improvements.
Why is it important?
The Quotes Expiring Dashboard provides you with the following relevant information:
Empowers you to manage and prioritise pursued clients and transactions nearing expiration periods
Offers efficiency assessment of business operations performance including individual assignments and allocations
Provides customisation features with available data essential for your analysis and monitoring requirements
Explore the Quotes Expiring Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
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. You can also apply restrictions by selecting items listed in the table.
How do I customise the details shown in the dashboard?
You can customise which details are displayed by selecting options from the menu located on the left side of the screen.
How can I see information for estimates and quotes in the dashboard?
Use the dashboard's built-in feature to switch and view Estimates, Quotes, or both based on your analysis and monitoring needs. This allows you to access the information directly without navigating to another page.