Project Dashboard Guide
KPI cards
The four cards at the top summarise your pipeline: active job count, total estimated sell value, overall profit margin %, and the number of line items sitting below 10% markup.
Dashboard
18 active jobs · 17 estimates
Active Jobs
18
31 archived
Total Est. Value
$3,674,763
Cost: $3,342,262
Overall Margin
9.9%
Profit: $332,501
Low Margin Items
0
Items below 10% markup
Estimated value by job
Estimate status
Flags
Active jobs
test 2#86141 estimate
Cost
$18,063
Sell
$18,063
Margin
0.0%
Flags
New test 1#86131 estimate
Cost
$0
Sell
$0
Margin
0.0%
Flags
Bob Brown#86121 estimate
Cost
$12,175
Sell
$12,175
Margin
0.0%
Flags
Sarah Chen#DEMO-0021 estimate
Cost
$11,158
Sell
$11,158
Margin
0.0%
Flags
#PROOF-17936902308361 estimate
Cost
$0
Sell
$0
Margin
0.0%
Flags
#86111 estimate
Cost
$0
Sell
$0
Margin
0.0%
Flags
Sample Client#DEMO-GUIDE1 estimate
Cost
$21,851
Sell
$24,473
Margin
12.0%
Flags
Sample Client#DEMO-GUIDE
Cost
$0
Sell
$0
Margin
0.0%
Flags
1 estimate
Cost
$1,918,461
Sell
$2,206,230
Margin
15.0%
Flags
James Wilson#DEMO-0012 estimates
Cost
$275,806
Sell
$317,176
Margin
15.0%
Flags
Sarah Chen#DEMO-0021 estimate
Cost
$820,000
Sell
$820,000
Margin
0.0%
Flags
Peter Hill#12 estimates
Cost
$4,748
Sell
$5,487
Margin
15.6%
Flags
Jennifer Taylor#DEMO-0041 estimate
Cost
$0
Sell
$0
Margin
0.0%
Flags
James Wilson#DEMO-0011 estimate
Cost
$0
Sell
$0
Margin
0.0%
Flags
Michael Brown#DEMO-0031 estimate
Cost
$0
Sell
$0
Margin
0.0%
Flags
Robert Lee#DEMO-005
Cost
$0
Sell
$0
Margin
0.0%
Flags
Maria Garcia#DEMO-006
Cost
$0
Sell
$0
Margin
0.0%
Flags
Michael Brown#DEMO-0031 estimate
Cost
$260,000
Sell
$260,000
Margin
0.0%
Flags