Dashboard Panels - Company Sales Pipeline

There are two different Dashboard Panels as they relate to the company sales pipeline:

 

The Company Sales Pipeline

This graph compares new to existing business. You can filter by date range.

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The numbers are for Estimates with a Stage of “Draft” or “Sent.” Leads appear under “New Business” and current or former clients appear under “Existing Business.”

 

Company Sales Pipeline by Status

This graph compares different estimates.

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This includes data similar to the “Company Sales Pipeline” panel. However, this chart is based on the stage of the Estimate, either "Draft" or "Sent".

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