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.
Rough runtime
2:23
Scenes
5
Lesson
8.4 · Orders & invoices
File name
08-04 dashboard-metrics.mp4
Before you record
- A workspace with a mix of won, lost and open jobs this year.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Dashboard: revenue and quote summary | /dashboard | Title card, then the first screen of the lesson. | How is the business doing? The dashboard, in two minutes. |
| 1 | 0:2036s | Open the dashboard and pick a range | /dashboard | Click "Dashboard". Use the range select: Year To Date (default), Month To Date, Last 30 Days or Last 90 Days. | Dashboard, and pick a range. Year to date by default. |
| 2 | 0:5636s | Read the cards | /dashboard | Read "Total Revenue (Won)" and the four Quote Summary cards: Total Quotes, Won (%), Lost (%), Open (%). | Revenue won in the range, and your close rate: won versus lost versus still open. |
| 3 | 1:3236s | Open Projects list | /dashboard | Scroll to "Open Projects". Click a row. | Open Projects is your to-do list; click any to jump in. |
| 4 | 2:0815s | Recap & next lesson | /dashboard | Hold on the finished result, then the end card. | That completes orders and invoices. Next: the settings tabs you have not met yet. |
Narration, in order
0. Intro: Dashboard: revenue and quote summary
0:00 · 20sTitle card, then the first screen of the lesson.
How is the business doing? The dashboard, in two minutes.
1. Open the dashboard and pick a range
0:20 · 36sClick "Dashboard". Use the range select: Year To Date (default), Month To Date, Last 30 Days or Last 90 Days.
Dashboard, and pick a range. Year to date by default.
Show before cutting: The selected dates are displayed next to the select and all cards recalculate.
2. Read the cards
0:56 · 36sRead "Total Revenue (Won)" and the four Quote Summary cards: Total Quotes, Won (%), Lost (%), Open (%).
Revenue won in the range, and your close rate: won versus lost versus still open.
Show before cutting: Revenue excludes layout and dummy reports; percentages are of Total Quotes.
3. Open Projects list
1:32 · 36sScroll to "Open Projects". Click a row.
Open Projects is your to-do list; click any to jump in.
Show before cutting: The job page opens. With 10 or more, a "View all projects →" link appears.
4. Recap & next lesson
2:08 · 15sHold on the finished result, then the end card.
That completes orders and invoices. Next: the settings tabs you have not met yet.
Related lessons
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Jobs & customersBeginner10 min
Finish the job: In production and Paid
Use the two manual stages, let the Install underway and review-request automations fire, and understand how Paid affects the board and dashboard.
Orders & invoicesBeginner4 min
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