Understanding the Home Dashboard

This article covers:

• Leads P/Year donut chart — total leads split by month
• New Leads Per Month — trend over the year by salesperson
• Customers By Stage — count of jobs at each pipeline stage
• Contracts Signed — total contracts signed in the current year
• Jobs Completed — count of completed jobs
• Sales By Financial Year — bar chart comparing years
• Sales Funnel — conversion rates from New Lead to Handover
• Jobs By Job Stages — scatter chart of active jobs by stage
• Invoices (Sum of Amount Due Inc.) grouped by quarter
• Job Warranty Stage — jobs currently in warranty

Step-by-step guide

1. Open the Home screen Click Home in the left-hand menu. All widgets load automatically.
2. Check Leads P/Year The donut shows total leads this year split by period. Hover over a segment to see the exact count and percentage.
3. Review the Sales Funnel The funnel displays how many jobs are at each stage and the conversion rate between stages. A wide drop between stages indicates where follow-up is needed.
4. Monitor the Invoices widget The bottom-right widget shows total invoices due grouped by quarter. Use this to forecast cash flow.
5. Switch salesperson view Use the Salesperson selector (top right of Sales section) to filter the dashboard by individual team member.