Understanding Your Dashboard

3 min read

See your business at a glance: today's leads, follow-ups, site visits, bookings, revenue and dues. Track your project's units, the lead pipeline, sales performance and upcoming site visits in one place.

Step-by-Step Instructions

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Top summary cards: Leads Today, New Leads, Pending Follow-ups, Site Visits Today, Bookings (7 days), Revenue Booked, Overall Dues and My Overdue Tasks.

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