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Dashboard

The dashboard centralizes key data to facilitate performance monitoring and decision-making.

Dashboard Overview

Filter

This feature allows you to filter the statistics displayed on the dashboard based on a specific time period (e.g., last 7 days, last 30 days, etc.).

Dashboard Filter

Add a Statistic

Add Statistic Button

This feature allows you to customize your dashboard by adding additional statistics to the ones displayed by default.

Add Statistic View

In particular, you can track:

  • quote revenue by status
  • average invoice payment time
  • lead-to-customer conversion rate
  • and other key indicators according to your needs