Create Professional Proposals...FAST

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Introduction    Setup    Equipment    Estimating    Customers    Dashboard    Reports    Templates    Sales Tools

Sales Dashboard

The Service Estimator Dashboard is updated as soon as estimates are processed, giving you a real-time view of your sales history and popular products that you can view whenever you want. Establish your sales objectives by setting the annual parameters for Active Sales Opportunities and New Prospect Activity.

An instant snapshot of your sales and prospecting activity


Top 10 most valuable estimates

Clicking a hyperlink in the Top 10 Opportunities list will open the jobs manager and take you directly to an estimate for review and evaluation. This example is for the Customer 'CBRE'; Location 'Northwoods Office Complex' above.

 


View/sort leads by status

Clicking a hyperlink in the leads category will open the contact manager and take you directly to a sorted list of only those prospects that meet that status criteria. In the example below, clicking 'Qualifying' from the Leads category in the dashboard displays a list of all contacts/prospects that maintain the current status of 'Active-Qualifying'.

 


View/sort proposals by status

Clicking a hyperlink in the proposals category will open the customer manager and take you directly to a sorted list of only those customers that meet that status criteria you selected. i.e., Accepted