Dashboard: revenue and quote summary
Read Total Revenue (Won), the Quote Summary counts and percentages, the Open Projects list, and change the date range.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
The dashboard is the numbers view of the board. Revenue counts WON jobs (signed or later, or marked WON) that were created in the chosen date range, at their typed revenue or signed total. The Quote Summary counts quotes as Total, Won, Lost and Open with percentages.
By the end you can
- Change the date range
- Interpret each card
- Jump to an open job
Screens used
Step by step
Open the dashboard and pick a range
/dashboardClick "Dashboard". Use the range select: Year To Date (default), Month To Date, Last 30 Days or Last 90 Days.
You should see: The selected dates are displayed next to the select and all cards recalculate.
Read the cards
/dashboardRead "Total Revenue (Won)" and the four Quote Summary cards: Total Quotes, Won (%), Lost (%), Open (%).
You should see: Revenue excludes layout and dummy reports; percentages are of Total Quotes.
Open Projects list
/dashboardScroll to "Open Projects". Click a row.
You should see: The job page opens. With 10 or more, a "View all projects →" link appears.
Tips
- Typed revenue in Project Settings overrides the proposal total in these figures.
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