Dashboard

Won revenue, last 6 months

Needs attention today

Follow-ups due first

Tasks

Drag a card to move a deal
NameStageOwnerFollow-upValue
Assign and track work across the team

Compare months

pick any two months, in either direction
compare with

Revenue trend

Won revenue, last 6 months

Where revenue comes from

By owner, this month

Top deals

What the numbers say

CustomerCadenceNext actionStatusLifetime value
Open a record to build its quote, then generate a branded PDF
CustomerItemsStageQuote total

Payment breakdown

Where the money stands

Collection rate

Collected vs invoiced

Invoices & collections

Balances to collect, oldest first
InvoiceCustomerInvoicedBalanceDueAgingStatus

Revenue by month

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What happened

Every action, newest first
Customization Studio
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