Sales Dashboard
Live operational snapshot from your workspace data.
Quotation value trend
Last 6 monthsQuotation pipeline
Count by statusProjects by stage
Shows the current project mix, not a forecast.
Recently updated projects
Quick actions
Dashboard notes
Cards and charts are calculated from the same project, quotation, design and task records already loaded into Kaevor Lite. No additional analytics store is used.
Projects
Every enquiry, project and linked quotation.
Projects are created manually or automatically from imported quotations.
Upload PDF, Excel or CSV quotation files from the Quotations tab. This keeps project records clean and prevents duplicate intake paths.
| Project | Client | Status | Salesperson | Follow-up | Quotations | Project value | Actions |
|---|
No projects yet. Create one or import files.
Quotations
Track quotation details and product line items.
⇧ Import quotation filesPDF, Excel or CSV. Adaptive Excel/PDF import detects varied headers, product rows, quantities, rates and amounts.
| Quotation | Project | Client | Date | Revision | Items | Value | Status | Actions |
|---|
No quotations yet.
Design Tracker
Assign and track the designer’s work.
| Project | Designer | Stage | Due date | Revision | Notes |
|---|
No design jobs yet.
Tasks & Follow-ups
Simple responsibility and due-date tracking.
| Task | Project | Assigned to | Due date | Priority | Status |
|---|
No tasks yet.
Complaints
Register and track project complaints across the company.
| Complaint | Project | Client | Raised by | Date | Status | Details |
|---|
No complaints registered.