Dashboard — Demo

Welcome, Demo User — Demo Dashboard

Open Calls

61

NTB: 25 • W4CB: 17

Open Quotes (Count / $)

33

$74,787.40

Won Quotes (Count / $)

6

$69,315.05

AR Unpaid (Count / $)

29

$64,899.87

Overdue Invoices

12

$3,047.03

Win Rate / Avg Quote

13.3%

$3,202.28

Calendar (Jan 17, 2026)

Delivery – South	Jan 18
Maintenance – South	Jan 19
Delivery – West	Jan 20
Delivery – North	Jan 21
Site Visit – East	Jan 22
Delivery – North	Jan 23

Recent Tasks

Confirm appointment for Urban	Jan 18
Upload photos for Acme	Jan 17
Order parts for BlueSky	Jan 16
Send invoice for BlueSky	Jan 15
Confirm appointment for BlueSky	Jan 14
Call back for Delta	Jan 13

Today’s Daysheets

daysheet_1000.jpg	Jan 17
daysheet_1001.jpg	Jan 17
daysheet_1002.jpg	Jan 17
daysheet_1003.jpg	Jan 17
daysheet_1004.jpg	Jan 17
daysheet_1005.jpg	Jan 17

Leads by Status

Status	Count
Open	56
Won	34
Lost	14

Quotes Funnel

Status	Count	Total $
Open-ish	33	$74,787.40
Won	6	$69,315.05
Lost	6	–

Invoices — Rolling 12 Months

Status	Count	Total $
Unpaid	29	$64,899.87
Fully Paid	15	$111,845.16
Partially Paid	12	$26,681.65
Overdue	12	$3,047.03

Upcoming / Waiting for call back

Priority	Upcoming	Waiting for call back
	11	10
	4	8
	5	6
	3	8
	4	3

Storage Usage

Used	4.38 GB
Limit	10 GB

43.8% used

Top Sales Reps (Paid • Last 12 Months)

Sales Rep	Paid Invoices	Paid Revenue	Share
#1Taylor M.	11	$22,230.00
#2Jamie T.	2	$20,454.71
#3Morgan S.	15	$19,401.84
Alex P.	12	$15,555.73
Drew C.	17	$14,487.73
Jordan K.	6	$14,008.36
Casey L.	10	$10,607.33
Sam R.	1	$6,041.16