The dashboard shows top level figures relating to enquiries, bookings and quotes.
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
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.