Dashboard - Sales 📈

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Why This Matters to Your Business 🚀

The Sales Dashboard in Movegistics 5.0 provides real-time, visual insights into your sales pipeline and revenue. From tracking where leads are in the funnel to understanding overall performance by rep, source, or affiliate, this dashboard is a powerful tool for identifying bottlenecks, boosting conversions, and making smart, data-driven decisions.

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Sales Funnel Chart 🔄

The Sales Funnel Chart in Movegistics 5.0 visually maps out the lead journey—from initial creation to closing. This helps you monitor conversion rates, spot slowdowns, and improve your sales process.

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To access the Sales Funnel Chart:

1. Go to your Dashboard and click the Sales tab at the top.

2. The funnel displays the following lead stages:

   • Leads Created

   • Qualified Leads

   • Surveys Scheduled

   • Estimates Provided

   • Under Negotiation (if applicable)

   • Closed Won

You can view funnel data by:

• Lead Count: Number of leads in each stage.

• Amount: Reflects the value in dollars based on survey, estimate, and closed won totals.
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Job Revenue Chart 💰

The Job Revenue chart displays your revenue trends over time, based on the closed-won date of jobs.

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To view the Job Revenue chart:

1. Navigate to the Sales tab on your Dashboard.

2. Scroll down below the funnel to find Job Revenue.

3. Use the top filters to view data by:

   • Affiliate

   • Referral Source

   • User

   • Date Range (e.g., Last 30 Days or 12 Months)

   

Note: The revenue chart reflects values based only on the Closed Won date.

The bar graph format makes it easy to identify trends and track daily or monthly totals, supporting smarter forecasting and performance reviews.

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Final Thoughts 🎯

Using the Sales Dashboard in Movegistics 5.0, you can:

• Track lead flow and conversions

• Visualize job revenue trends

• Make quick, data-driven sales decisions

For further assistance, reach out to our support team at [e-mail].