Dashboard

The dashboard is the first screen after signing in. It gives you a fast read on the day: any new acceptances, what's still waiting on a client decision, and which projects are coming up next. All in one view, with no clicking through lists.

Date range filter

Above the stats sits a Date range filter. Pick a preset (last 30 days, current month, last month, current year, last year, all time) or set a custom range.

The filter only affects the Quotes and Finance sections. Recently sent quotes and the project calendar stay independent of it.

Offers (statuses)

Three tiles with counts for the date range:

• Sent: quotes you sent to clients.
• Accepted: quotes the client accepted.
• Rejected: quotes the client rejected.

A quick view of how quoting is going week to week, month to month, or year to year.

Finance (amounts)

Two tiles with totals for the date range:

• Pending quotes: total value of sent quotes that haven't had a decision yet. Your pipeline. If the number is climbing, you've got decisions to chase.
• Accepted quotes: total value of quotes the client has accepted. The closest you'll get to "what you'll earn", but still before invoicing and costs.

Recently sent offers

A list of the 5 most recently sent quotes, regardless of the date filter. Click an entry to open the quote view. The list shows the recipient, quote number, and status.

The section header has a Create offer shortcut — the fastest path to a new quote from the dashboard.

Project calendar

Shows the next 5 projects that have a start date and an end date set — both those in progress and those still planned — sorted by start date, with the soonest first. It is not tied to the current month, so a project starting a few months from now still appears here. Click an entry to open the project view, or use Open to see the whole year in the calendar. If the section is empty, no project has its start and end dates set yet.

What's next

The dashboard is for orientation. The day-to-day work happens under Offers, Clients, and Projects in the left menu. If this is your first sign-in, start with Set up your company and Create your first quote.