The following key metrics and actionable items are presented:
A) KPIs
The following KPIs are currently presented:
Follow Up Quotes: Number of quotes where, Quote Status = Sent
Unassigned Jobs: Number of jobs where, Job Status = Unassigned
In Progress Jobs: Number of jobs where, Job Status = In Progress
Completed Jobs (30 days): Number of jobs in the last 30 days where, Job Status = Job Done
Example:
B) Account Balance
When you click on the Account Balance link, you are presented with a periodic breakdown of your Sparky Supplier account
Example:
C) Quick Create
You can also create a Quote, Job and Draft Invoice.
