Help CenterReports & Dashboard
Dashboard
Your KPI home page — pipeline, revenue, and goals at a glance.
The Dashboard is the landing page after sign-in:
- KPI cards — leads, tentative/definite counts, booked revenue, and payments collected for the period.
- Charts — trends over time and breakdowns by status and source.
- Quarterly sales goal — a progress bar against the goal set in Settings → Sales Goals, so the team always knows the number.
- What needs attention — recent leads, overdue tasks, and upcoming events.
Figures respect your venue filter, and all money comes from the same engine as orders and payments, so the Dashboard always matches Reports.
Last updated 2026-07-25