Understanding the dashboard
The Other Pages Overview dashboard shows a summary of important metrics for quotes, leads, and purchase orders. It uses pie charts to display the status of each metric and includes summaries with the total amounts and counts for each category. This helps you quickly grasp how your business is performing and make informed decisions.
Why is it important?
The Other Pages Overview dashboard provides you with the following relevant information:
The dashboard brings together key metrics from quotes, leads, and purchase orders into one view, making it easier to track and compare these areas. This saves time by giving you a complete snapshot, so you don’t need to switch between different reports.
Pie charts on the dashboard show the status of each metric, providing clear visual insights into performance trends and issues. This helps you quickly spot where action is needed and understand the data faster.
The dashboard also summarises the total amount and count for each metric, helping you track business activities and outcomes. This summary makes it easier to evaluate overall performance, spot patterns, and make informed decisions to improve efficiency.
Explore the Other Pages Overview dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
How is the Lead Conversion Rate calculated?
To calculate the Lead Conversion Rate, divide the number of Leads Won by the total number of Leads and multiply by 100 to get a percentage. This shows how well your strategies are working to convert leads into customers.
How does cancelling Purchase Orders affect Estimated Lead Value?
Click on the graph showing cancelled Purchase Orders in the dashboard. This will update the Estimated Lead Value, showing how cancellations impact it.
Can I export data from the Other Pages Overview dashboard?
Yes, you can export data by hovering over the graphs until a three-dot icon appears. Click this icon to find the option to export the data you need.