Dashboard

The Dashboard is the Orders landing page and provides a quick overview of activity and standings for the user. Use the View Dashboard As dropdown (#5 below) to view the dashboard for other users or select Global View to see company wide information.

1	Select another user from the dropdown menu to view their dashboard or click Everyone to see the global view.
2	New projects this month: The first bar shows projects that were created last month, and the second shows new projects for the current month. Use this metric to keep yourself on track for growth. Only projects created in the current and last month are counted. Ongoing projects are not reflected.
3	Active quotes: This card displays details about your current active quotes (quotes in draft or sent status). Use this metric to see your potential revenue (excluding shipping / taxes) if outstanding quotes are approved. Only active quotes (draft or sent) are counted. Declined and approved quotes are not reflected.
4	Active purchase orders: This card displays details about active purchase orders. Use this metric to monitor your purchase order pipeline. Purchase orders in draft, in submission* and received status are counted. Complete and canceled purchase orders are not reflected.*
5	Tasks: This tile displays your tasks for the day. You can also add and edit tasks from the dashboard. See Working with tasks for more information.
6	Total estimated revenue (MTD): This card displays the estimated revenue (excluding shipping / taxes) from all quotes that have been marked approved during the active calendar month. Use this metric to stay on track with your monthly sales and margin goals. The gross profit formula is: Gross Profit = Revenue – Cost of Goods Sold.
7	Projects on hold: This card displays the number of projects you currently have on hold. Use this metric to determine which projects need more attention.
8	Recent projects: This card displays (and links to) the last four projects you viewed. In Global view, this card will display the most recent four projects accessed across the company.
9	Recent contacts: This card displays (and links to) recent contacts. In Global view, this card will display the most recent contacts accessed across the company.