Using the dashboard

The dashboard is the first page you see after signing in. It starts with the quotes that need you, then shows how quoting is going.

Needs your attention

Quotes that need something from you, in four groups, in the order to deal with them. A group only appears when it has something in it.

• Questions to answer: quotes with a customer question waiting for a reply. Answer opens the quote at its questions. See Questions and messages.
• Drafts to finish: quotes not sent yet, and quotes taken offline for editing (the customer can’t see those until you send them again). Finish opens the quote.
• Worth a follow-up: sent quotes that have gone quiet or were never opened, and quotes the customer opened again after a quiet spell of at least your follow-up days. Follow up opens the follow-up email; Dismiss removes the quote from the list. See Follow-ups.
• Accepted — countersign and invoice: quotes accepted in the last 60 days that you haven’t countersigned yet or, when Xero is connected, haven’t invoiced. Countersign and Invoice open the quote at that step.

Each quote shows a line saying why it is there, for example “Sent 5 days ago, not opened yet”. With more than one user, Scope at the top of the page switches between the whole team’s quotes (Team) and yours (Me).

How it’s going

Choose the Period (the last 30 days, 90 days, 6 months or 12 months; it starts at 90 days) and the Currency for the figures; the dashboard remembers your choices on this device.

• Sent: quotes sent in the period, with their value.
• Accepted: quotes accepted in the period.
• Awaiting reply: quotes sent in the period that are still waiting for an answer.
• Not accepted: quotes declined or expired in the period.
• Acceptance rate: accepted quotes divided by decided quotes (accepted, declined and expired).
• Average value: the average value of a sent quote.

Drafts, withdrawn quotes, templates and archived quotes are not counted. Each quote counts at the base-currency total stored with it; when you choose another currency, the sums are converted to it at today’s rate. When some quotes are in other currencies, a line under the figures says how much came from each (“Quotes in other currencies count at the GBP value stored with each: …”) and, in another currency than your base, “Shown in EUR at today's rate” with the rate’s date; see How the dashboard handles currencies. In the lists at the top, each quote’s total is shown in the chosen currency too, with the quote’s own amount underneath when it is in another currency.

Below the figures:

• Sent and won: what was sent and what was accepted, week by week (month by month for 6 or 12 months). Switch between Value and Count, or choose Show as table to read the figures.
• Storage: how much of your plan’s storage is used, split into library files, attachments, and images and files in quote text. Manage files opens the file library.

Your plan

Under the charts, three meters show this month's use of your plan: Quotes this month, Users (people in the team, pending invitations included) and AI imports and drafts, each as "used of limit" with how many are left. "No limit on your plan" means the plan doesn't cap it, "Free trial: no limit" that the trial caps neither quotes nor users, and "Your own OpenRouter key: no limit" that AI isn't counted against the plan because you use your own key. The meter turns amber from 85% and red at the limit. Admins have a link to Plan & billing.