Which Dashboard Should I Use?
What question are you trying to answer?
Use this section to pick the right Analytics view:
“How is my sales pipeline performing?”
Go to Analytics > Estimates > Sales Pipeline
Shows estimates by status (Pending, Sold, Lost).
Use this for pipeline volume and conversion.
Note: Filtering Sales Pipeline by CRM Referral Type shows sold/pipeline dollar amounts for that referral source — it does not reflect actual invoiced/collected revenue, and it cannot be broken down further to an individual person within a referral group. This is the closest available option for referral-source reporting today.
“How much has each salesperson sold?”
Go to Analytics > Estimates > Salesperson Performance
Breaks down sales by Salesperson, with totals and status.
Best for individual sales results.
“How much has each estimator sold?”
Go to Analytics > Estimates > Estimator Performance
Similar to Salesperson Performance, but by Estimator.
Use this for estimating productivity and close rates.
“What is happening with my invoices and revenue?”
Go to Analytics > Invoices / Invoice Listing or Invoice Analytics
Shows invoice counts, totals, and payments, often by division, customer, or date.
Use this to understand billing and collections.
“How are my jobs performing vs estimate?”
Go to Analytics > Jobs / Job Listing / Job Cost Analysis
Compare estimated vs actual hours and costs by job.
Use this for job costing and to spot problem jobs.
“What is happening with specific customers?” (Customer 360)
Go to Analytics > Staff / Customer 360 (if available)
Shows revenue, gross profit, and activity by customer over time.
Use this to understand customer value and profitability.
“How many leads / new opportunities am I getting?”
Use CRM reports and dashboards (not just Analytics):
Reports like Referral Source Analysis and CRM dashboards show lead counts and sources.
Use this to track lead volume and marketing performance.
Things Analytics usually does not show
Future work beyond supported dates
Some views cannot show future years or long‑range future dates.
If you can’t see next year’s sold bids, that is a system limit, not a bug.
Every invoice type in every widget
Certain Analytics views may focus on invoices tied to estimates/jobs.
Stand‑alone or $0 invoices may not appear in all charts.
If you are unsure where a metric should appear, first decide:
Is it about estimates, jobs, invoices, or customers?
Then pick the matching section above.
No tax-jurisdiction breakdown
LMN does not have a report that breaks out sales tax collected by state or county/jurisdiction. As a workaround, export invoice or payment data (see Analytics → Invoices → Payment Listing, above) and group/sort by location in Excel. If your account syncs to QuickBooks, its sales tax reports may provide jurisdiction-level detail.
Close Date filter is ignored by two specific tiles
On the Salesperson Performance dashboard, the # of Estimates Sold and $ of Estimates Sold tiles — and the Estimate List export from those tiles — always show all-time sold totals regardless of the Close Date filter. This is intentional, so that sold estimates missing a close date aren't dropped from your totals. Sales Overview and Gross Profit Sold on that same dashboard do respect the Close Date filter, which is why they can show different numbers for the same period.
For sold-estimate totals restricted to a specific Close Date range, use the Estimate Report instead: Go to Analytics → Estimates → Estimate Report. Its # Estimates, Total Estimate Price, Total $ Sold, and Close Rate tiles all respect the Estimate Close filter directly
No single "completed work by cost code + division" report
LMN does not have one report combining actual (completed) work with both cost code and division breakdowns. The closest option is Job Est. vs Actual (Excel) (Reports → Jobs), though it doesn't break out by division. If this would help your workflow, submit a request via Help & Resources → Roadmap & Requests.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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