Dashboard is the place where user can view different status and summary details of different modules across the system. It is divided into 3 tabs Main, Leads and Quotes.

In main tab, there are plenty of blocks, several of which are described below

• Order Status - where user can view the status of orders and it's total.
• Calendar - user can view quote follow_up, sales appointment and installation date highlighted. User can filter by date or type of appointment. Clicking on highlighted date will display details of appointment assigned for that day. Click View Full for full version.
• Orders Notes - display the notes from different orders. User can click on customer name to view the order.
• Installation Status - Status of installation details.If you click on status, it will take you to installation listing page with the records filtered by the status you click.
• Sales Trend in KW - Graph showing sales trend.
• Google maps - Provide the links to view Google map of each module. Click View Maps to click on links.

• Leads by source (MTD) - Pie chart to show the number of leads created by source from month to date.
• Leads by status (MTD) - Pie chart to show the number of leads created by status from month to date.
• Leads by status (From Beginning) - Pie chart to show the number of leads created by status from month to date.

• Sales rep performance (MTD) - Bar graph to display sales representative's performance in KW from month to date.

• Sales trend in KW for the last 24 months - Bar graph to display sales trend in KW for the last 24 months.

• Sales leads for the last 24 months - Bar graph to display number of leads created in the last 24 months.

• Sales leads for the last 30 days - Bar graph to display number of leads created in the last 30 days.

• Leads by sales reps for the last 30 days - Bar graph to display number of leads created by sales reps in the last 30 days.

• Leads by status for the last 30 days - Bar graph to display leads by status for the last 30 days.

• Leads by source for the last 30 days - Bar graph to display leads by source for the last 30 days.

There are four blocks in leads tab. They are -

• Unassigned Leads - Display the number of leads for different appointments.
• Leads Notes - display the notes from different leads. User can click on customer name to view the lead.
• Lead Status - display the number of leads by status.
• Lead Source - display the number of leads by source.

Note: If you click on status, it will take you to leads listing page with the records filtered by the         status you click.

There are two blocks in quotes tab. They are -

• Quote status - Display the number of quotes for respective status.
• Quotes Notes - display the notes from different quotes. User can click on customer name to view the quote.

Note: If you click on status, it will take you to quotes listing page with the records filtered by the status you click.

There are two blocks in orders tab. They are -

• Orders Count by Days & Status - Display the number of orders by status and within the number of days.
• Orders by Days & Status (KW) - Display the total KW of orders by status and within the number of days.

In Reps tab, there will be a list of graphs and each one show the number of order created by the sales rep in each month. Order status are differentiate with colors.