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Dashboard & Calendar

Overview: period KPIs, recent proposals and pipeline by status.

Dashboard

The first page after you log in - the business overview. Everything respects the date filter at the top (All / 30 days / Quarter / This month / This year / dates).

What it shows

  • KPIs for the period: revenue won, average ticket, pipeline, new customers.
    • With comparison enabled, each KPI shows ▲▼ X% vs previous period.
    • Financial values may appear with 🔒 depending on the role.
  • Revenue won per month - bar chart (only Won proposals).
  • Pipeline by status - distribution of proposals (donut/bars).
  • Recent proposals - latest activity; click to open.
  • Learning shortcuts - quick access to Companies, Calendar, Email, etc.

Notifications

The bell at the top gathers warnings: proposals about to expire (≤15 days), overdue GDPR requests, overdue tasks. Clicking takes you to the item.

Calendar

Calendar - schedule and tasks

The Calendar: monthly/weekly schedule and tasks linked to clients.

Calendar and tasks associated with customers.

Views

  • Month - monthly grid; today is highlighted; each day shows the task chips (up to 3 + “more”).
  • Week - hour axis (8am-8pm), Google Calendar style; tasks with a time appear as positioned blocks.
  • ‹ › and Today buttons to navigate (move back/forward 7 days in the week view).

Create a task - field by field

Click a day (month view) or an hour (week view) - the date/time are filled in for you. Fields:

  • Title required.
  • Type - Call / Meeting / Follow-up / Email / Other (each type has a color).
  • Date and Time.
  • Duration - 15 / 30 / 45 / 60 / 90 / 120 min.
  • Customer associated.
  • Status (Pending / Done) and Notes.

Manage

  • Complete/reopen a task via the checkbox (it gets struck through).
  • Today's or overdue tasks enter the Alerts (bell).

Products & Catalog

The Products menu organizes the catalog (Family → Subfamily → Item) that feeds the proposal lines.