Using the Dashboard Overview

Oversee the operations of your business with our in-depth dashboard covering every aspect of your quoting process.

  • The ultimate control centre.
  • Add unlimited users.
  • View the quote value in the pipeline.
  • See the total value achieved so far.
  • Set a target to monitor how close you are to your goal.
  • Monthly margins to track your revenue and margins.
  • See your latest quotes at a glance.