Read your Performance dashboard

How to read the Performance screen — open pipeline, signed quotes, collected versus outstanding, leads this month, and your close rate as a percentage.

1. 1

   Open Performance

   Go to Performance in the sidebar. Admin only — an invited member sees “Performance is for admins.”

2. 2

   Read the cards

   See Open pipeline, Signed quotes, Collected, Outstanding, Leads this month, Signed this month, Proposals signed and your Close rate %.

3. 3

   See the mix

   The “Pipeline by stage” bar chart shows where your value sits.