The dashboard shows top level figures relating to enquiries, bookings and quotes. These figures are cached for 15 minutes.
Top Level Numbers
The dashboard figures are calculated based on the type of an enquiry status. Statuses can be managed under Business Tools > Platform Settings > Enquiries > Enquiry Statuses with the types New, Deleted, Archived, In Progress, Booked, Lost.
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Total Bookings
All enquiries with a booking where the enquiry status is not an excluded status filtered by agent and dates if specified.
Bookings Total Value
The sum of Booking Total Price for all enquiries with a booking where the enquiry status is not an excluded status filtered by agent and dates if specified.
Conversion
Percentage figures based on Total Bookings / (Total Enquiries - Total Live Enquiries)
Pipeline
Figures are taken from Quotes associated with the enquiry with a status of Draft or Live
Has three figures available to use Minimum, Maximum and Mean. This is a setting against the dashboard component, the default is Minimum.
The pipeline is calculated using figures provided on a quote where the enquiry has a live status and is filtered by agent and dates of specified.
It takes either the cheapest, most expensive or mean price of a quote and uses this figure to represent the pipeline value for that enquiry. It then sums all of these to get the figure displayed on the dashboard.