Dashboard
The dashboard gives you a high-level view of your sales performance, financials, and daily activity—all in one place.
My Sales Tab
The My Sales tab provides a personalized view of your sales performance, helping you track your individual progress.
Overview Tab
The Overview tab highlights key business metrics:
Total sales
Total profit
Total expenses
Sales Breakdown
The Sales Breakdown section provides a detailed view of:
Profit
Labor costs
Material costs
Paid invoice totals
Paid salesman totals
Materials paid totals
Sales Conversions
The Sales Conversions tab tracks the lifecycle of your quotes:
New quotes
Quotes sent to customers
Quotes converted into invoices
Sales Team Rankings
The Sales Team Rankings section shows how your team members are performing relative to one another.
Key Metrics Summary
These summary boxes provide a quick snapshot of:
Total jobs
Total sales
Profit margin
Current Open Invoices
Access all open invoices directly from the dashboard for quick follow-up and management.
Tasks Calendar
The All Tasks calendar helps you stay organized by viewing tasks in:
Monthly view
Weekly view
Daily view
