Overview
The Overview tab is your daily command center — headline metrics at the top and live lists of estimates, opportunities, jobs, and invoices below.
Where in the app: Dashboard → Overview toggle
Header
| Element | Purpose |
|---|---|
| Greeting | Time-of-day message with your name |
| Company profile badge | Shows active location when multi-profile is enabled |
| Date | Today's date |
| View toggle | Switch between Overview and Reports & Insights |
KPI summary cards
Six cards across the top refresh every few minutes:
| Card | Shows | Click action |
|---|---|---|
| Open Opportunities | Count of open RFQs/opportunities | Go to Opportunities |
| Open Quotes | Submitted quotes awaiting customer response + total value | Go to Estimates |
| Active Jobs | In-progress jobs + total value | Go to Jobs |
| Current Invoices | Open/unpaid invoices + balance due | Go to Invoices |
| Monthly Revenue | Paid revenue this month vs prior period | Display only |
| Conversion Rate | Quote win rate vs prior period | Display only |
Green/red arrows on revenue and conversion show month-over-month percent change.
Recent estimates
The main table lists your fence and generic estimates — same data as the Estimates module, optimized for the dashboard:
- Filter by status, sort columns, adjust visible columns
- New Estimate opens the create flow
- Row actions: view, edit, duplicate, delete (where allowed)
See Estimates.
Setup checklist
The Setup Checklist card appears on the right (desktop) until you complete or dismiss it:
| Step | Action |
|---|---|
| Add your business information | Business Settings → Company Info |
| Complete the rest of Business Settings | Team, defaults, tax, integrations |
| Add your components | Catalog / My Components |
| Set up your fence templates | My Fences |
Each step links to the relevant screen. Progress saves automatically. Dismiss permanently with × — a floating button restores it if needed.
Detailed mapping: Onboarding checklist.
Activity widgets
Below the estimates table, three widgets show recent records:
Recent Opportunities
Latest RFQs with status, customer, date, and budget range. View all → Opportunities. Add → new opportunity.
Recent Jobs
Latest active jobs with customer, status, and value. View all → Jobs.
Recent Invoices
Latest open invoices with customer, balance, and due date. View all → Invoices.
Trial banner
During a free trial (before subscribing), a blue banner shows your trial end date and a Subscribe button. Dismiss with × — preference is saved locally.
Manage subscription under Account & Billing.