Dashboards

Sales Collection

• Sales Overview My Job Type
• Sales Overview Dashboard
• Sales Trends Dashboard
• Sales by Day Dashboard
• Salesperson Performance Dashboard
• Salesperson Averages Dashboard

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Bids Collection (Premium)

• Bids Overview
• Bids Overview My Job Types
• Closed Bids Performance
• Open Bid Status
• Bids Salesperson Performance

Quotes Collection

• Quotes Overview My Job Type
• Quotes Overview
• Open Quotes Status
• Quotes Salesperson Performance
• Closed Quotes Performance

Profitability Collection

• Profitability Overview
• Income Report
• Operating Expense Detail

Products Collection (Premium)

• Product Overview My Job Types
• Product Collection Introduction
• Product Overview
• Sales and GM Comparison
• Primary Product Unit Averages
• Manufacturer Division Review

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Customer Collection (Premium)

• Customer List with Sales & GM
• Customer Performance
• Invoice Detail from Customer Performance