Dashboard
Your starting page, with team KPIs, a daily briefing and your open work by closing date.
The dashboard opens when you sign in. It shows the state of the quoting pipeline and the enquiries that need you first.
KPIs
The top row covers the whole team, except the two counts marked "you".
| KPI | What it counts | Opens |
|---|---|---|
| Open enquiries | Enquiries not yet won, lost or closed | Enquiries |
| Closing ≤ 3 days | Open enquiries whose client closing date is within three days, or past | Enquiries by closing date |
| AI proposals for you | Pending proposals assigned to you or your role. Administrators see all | AI Action Inbox |
| Approvals waiting | Approval steps waiting for your role. Administrators see all | Approvals |
| Overdue supplier quotes | Supplier RFQs past their due date with no quote | Hub workbench |
| Win rate (180d) | Won as a share of enquiries won or lost in the last 180 days | — |
| Avg. enquiry → quote | Average days from enquiry received to quotation sent | — |
Amber, blue or red numbers flag something to act on.
Daily briefing
A short AI summary written for you: top priorities, what is waiting on you, risks such as closing dates and overdue suppliers, and anything for the Perth meeting. Select Generate the first time, then Refresh for an update. Each person's briefing is their own. See Daily briefing.
My work
My work — by client closing date lists up to ten open enquiries, soonest closing first, with the current status and days left. Two days or less, or overdue, shows in red.
| Role | Enquiries listed |
|---|---|
| Sales engineer | Enquiries you own |
| Hub buyer or hub lead | Enquiries where you are the hub buyer |
| Everyone else | All open enquiries |
Select All enquiries for the full list.
Charts and activity
- Open enquiries by stage: how many open enquiries sit at each status.
- Quoted value by month (AUD): the total value of quotations sent in each of the last six months.
- Recent agent activity: the last eight agent runs, with the enquiry and a one-line result. Select an enquiry number to open its agent trace, or All runs for AI agents and usage.
Good to know
- The greeting and the briefing use your first name.
- KPIs and lists update when you reload the page. Sidebar badges update on their own every 30 seconds.