Sales Dashboard
A clean operational view, without business intelligence.
PROJECTS0
OPEN QUOTATIONS0
DESIGN JOBS0
PENDING TASKS0
Recently updated projects
Quick actions
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 | Stage | Salesperson | Follow-up | Quotations | Value |
|---|
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 |
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No tasks yet.