Daily Pipeline

Owned by Liam Bigras (Unlicensed)
Last updated: Jul 23, 2020 by Marie-Noëlle Lamothe
2 min read

With the daily pipeline, you will be able to visualize allows users to see the price value of your quotations, orders, work orders and invoices separated by day.

 

The daily pipeline allows you to track on a daily basis the status of your ongoing project. You can access it through the sales dashboard, under the ‘'daily pipeline’' tab.

In order to help you get a better look at it, a colour code was established:

  • Quotations = Red

  • Orders = Yellow

  • Work orders = Green

  • Invoices = Blue

In order to see which projects impact the graph and its individual value per stick, you simply have to move the cursor over a one; the information related to it will be displayed with the project's numbers and their value.

Note that the dates displayed are Monday to Friday only.

 

 

 

 

It is also possible to quickly access each project’s file, if needed, by clicking on one of the sticks. Based on the kind of data selected, the right table (for quotation, order, work-order or invoice) will open, displaying each project related to the selected stick.