Dashboard & reports
Your dashboard, revenue, win rate, goals and team performance.
- Your dashboardThe home page after you sign in: your setup checklist, revenue goal, what's waiting on a yes, unpaid invoices and new website leads.
- ReportsMoney collected and invoiced, quote win rate, jobs completed, unpaid invoices by age, top customers, expenses and new requests, for any date range.
- Revenue goalsSet a monthly and yearly revenue goal and see on the dashboard whether you're ahead of pace or behind.
- Salesperson and team reportsSee who sells what and how productive each person is: quotes sent and won, win rate, visits done, hours, and revenue per hour.