Available Widgets
Pipeline includes a range of widgets you can add:
- Statistics - Headline numbers for your business
- Financial Snapshot - Quoted, invoiced, paid, expenses and profit
- Recent Activity - The latest things that have happened
- Calendar - Jobs, appointments, tasks and due dates
- Daily To-Do - What needs doing today
- Quick Actions - Shortcuts to create a new lead, quote, job or invoice
- Traffic-Light Caseload - Your workload at a glance
- Job Task Board - Tasks across your jobs
- Work Board - Your whole pipeline as a Kanban
- Team Members - Who is on your team
- Storage - How much of your storage allowance is used
- Onboarding - Steps to get set up
Financial Snapshot Views
The financial snapshot can be viewed by month, quarter, year-to-date or all-time, showing quoted, invoiced and paid values, expenses and profit.
Quick Actions
Quick Actions give you one-click shortcuts to create a New Lead, New Quote, New Job or New Invoice.