Which Dashboard Should I Use?
What question are you trying to answer?
Use this section to pick the right Analytics view:
“How is my sales pipeline performing?”
Go to Analytics > Estimates > Sales Pipeline
Shows estimates by status (Pending, Sold, Lost).
Use this for pipeline volume and conversion.
“How much has each salesperson sold?”
Go to Analytics > Estimates > Salesperson Performance
Breaks down sales by Salesperson, with totals and status.
Best for individual sales results.
“How much has each estimator sold?”
Go to Analytics > Estimates > Estimator Performance
Similar to Salesperson Performance, but by Estimator.
Use this for estimating productivity and close rates.
“What is happening with my invoices and revenue?”
Go to Analytics > Invoices / Invoice Listing or Invoice Analytics
Shows invoice counts, totals, and payments, often by division, customer, or date.
Use this to understand billing and collections.
“How are my jobs performing vs estimate?”
Go to Analytics > Jobs / Job Listing / Job Cost Analysis
Compare estimated vs actual hours and costs by job.
Use this for job costing and to spot problem jobs.
“What is happening with specific customers?” (Customer 360)
Go to Analytics > Staff / Customer 360 (if available)
Shows revenue, gross profit, and activity by customer over time.
Use this to understand customer value and profitability.
“How many leads / new opportunities am I getting?”
Use CRM reports and dashboards (not just Analytics):
Reports like Referral Source Analysis and CRM dashboards show lead counts and sources.
Use this to track lead volume and marketing performance.
Things Analytics usually does not show
Future work beyond supported dates
Some views cannot show future years or long‑range future dates.
If you can’t see next year’s sold bids, that is a system limit, not a bug.
Every invoice type in every widget
Certain Analytics views may focus on invoices tied to estimates/jobs.
Stand‑alone or $0 invoices may not appear in all charts.
If you are unsure where a metric should appear, first decide:
Is it about estimates, jobs, invoices, or customers?
Then pick the matching section above.
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