- There are 5 data sets tracked on the Dashboard.
- Estimates by Status shows how many estimates are in each category, compared to the whole.
- Totals by Status shows the total amount of money in each category, compared to the other categories.
- Overall Win Percentage shows your overall win percentage.
- Win Percentage by Month shows the win percentage for each month for the past 12 months, compared to each other.
- The map shows the location of every estimate, as well as the Customer Name, Estimate Number, Estimate Total, and Status of each estimate.
- You can view this data as charts.
- You can also view this data as raw numbers.
- The markers on the map are color coordinated with the buttons above the map.
- The dashboard is updated nightly, but can be manually refreshed by pressing the refresh button.