Revenue funnel dashboard

Read conversion metrics on your home dashboard and act on stuck deals.

Where to find it

Open Dashboard. The revenue funnel panel shows counts and dollar amounts at each stage for your selected date range.

Stage	What to do if deals stall
Leads	Follow up from Customers or Messages. Send an estimate
Estimates	Resend or call on open quotes; enable deposits for faster commitment
Jobs	Confirm schedule and mark complete when work is done
Paid	Reconcile any unpaid invoices still open from completed jobs