Leads: shows a count of all new leads in the system. New leads are leads entered in the last 30 days
Pending Activities: count of pending activities still awaiting completion
Current Estimates: count of estimates created in the last 60 days Also shows the total of these estimates to show you potential revenue if all estimates are converted
Ready to Invoice: work orders that had a scheduled appointment that is now in the past and no further appointments are scheduled in the future. Because invoicing is such a critical step in your workflow, this section helps you identify any orders that are either ready to be invoiced the order was cancelled/postponed and not properly removed from the schedule
Also shows the total of these orders to show you potential revenue
Unpaid Invoices: invoices that are still awaiting payment Also shows the total accounts receivable remaining to be collected