Dashboard Overview

  • Elizabeth Galindo |
  • 0 step |
  • 56 seconds
  • FloorzapFloorzap
Dashboard Overview
The "My Sales" tab is an overview of your personal sales.
The "Overview" tab shows an overview of total sales, total profit and total expenses.
The "Sales Breakdown" shows a breakdown of profit, labor, materials etc. You can also see a birds eye view of paid invoice totals, paid salesman totals and materials paid totals.
The "Sales Conversions" tab shows the number of quotes that are new, sent to customer, and converted to invoice.
"Sales Team Rankings" lists your sales teams performance.
These three boxes are a birds eye view of total jobs, total sales & profit margin.
"Current Open Invoices" is easy access to your open invoices right from the Dashboard.
"All Tasks" calendar shows your upcoming tasks, you can show month, week or day view.
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