Less noise.More “here’s the next move”.
A dashboard should help you act. Start with the enquiries, quotes and booked work recorded in your business, then investigate the next opportunity.
See what the number means.
People who started a conversation.
This sample counts captured enquiries, not website visitors.
Sample values illustrate definitions; they are not customer results.Fictional business and sample data. Explore the idea here; configure your business in your workspace.
Know what needs your attention.
Understand your inspection lead pipeline, quote activity and bookings with business analytics in your tenant admin.
Look a little closer.
Each detail has a job to do.
Choose one to see how it works.
See the work.Find the next action.
Review the opportunities recorded in your workspace and how they are distributed by status. Use the overview to decide which conversations need attention.
Explore pipeline overview 02 / Quote activityUnderstand the proposal.Then the outcome.
Review quote values and recorded outcomes with the context needed to act. Keep proposed work distinct from confirmed bookings and accounting revenue.
Explore quote activity 03 / Periods & contextThe number.And what it actually covers.
Review activity over the available date ranges. Keep the period, record type and status context in view when interpreting a change.
Explore periods & contextFrom the first step.
To the useful result.
- 01
Review incoming work
See enquiry activity and the current state of your pipeline.
- 02
Understand the outcome
Review quotes and bookings with the context of the selected period.
- 03
Take the next action
Return to the underlying leads and follow-ups to move work forward.
Let’s clear
things up.
Want to talk through your particular setup?
Talk it through with usAre dashboard values the same as accounting revenue?
No. Quote and booking values describe activity in InspectRocket. Use your accounting system for invoiced revenue, tax and financial reporting.
Why is keeping lead status current important?
Reports reflect the records in your workspace. Updating outcomes and dates makes the overview more useful.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.