What it answers
Open quotes grouped by deal stage with expected revenue, so you can see what is likely to close.
What's on the page
- Tiles: open quotes, pipeline value, weighted expected revenue.
- By stage chart and table (stages come from Lead Management → Stages).
- Pending quote value also appears on the dashboard as Quotes waiting.
Every report works the same way
Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).
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