Dashboard

Owned by James Brightley
Last updated: 13 Dec 2023 by Craig Lefevre
2 min read

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.

Live Statuses - All statuses with the type New or In Progress.

Excluded Statuses - All statuses with the type Archived or Deleted.

Enquiries

  • Total Enquiries

    • All enquiries where the status is not defined as an excluded status filtered by agent and dates if specified

  • Total Live Enquiries

    • All enquiries where the status is not an excluded status. and the status is a live status filtered by agent and dates if specified

Tasks

  • Total Outstanding Tasks

    • Tasks not marked as completed filtered by date and agent if specified

  • Total Outstanding Tasks Today

    • Tasks not marked as completed due between 00:00 and 23:59 on the current day filtered by agent if specified.

Bookings

  • 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 Maximum.

  • 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.