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.


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.


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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