Kensington Sash — Dashboard

Active projects

New requests

Needs quoting

Needs booking

Revenue summary

Growth

Collected revenue — quarterly

Net of VAT, by payment date

Name	Address	Email	Phone	Last activity

Requests

Quotes

Client	Quote No.	Property	Date	Status	Total (inc. VAT)

Invoice register

Client	Invoice No.	Due date	Paid date	Subject	Status	Net (ex. VAT)	Total (inc. VAT)	Balance

Job sheets

Sales pipeline

Every open enquiry, in the list that says what happens to it next. Stage, what we owe and who wrote last are worked out from the survey, the supplier request and the client's email thread. Rows move on their own as the stage changes.

Count Davico- To Do

1 Create case studythe spec comes from the accepted quote, which the form links to 2 Build the pagetakes up to a minute, the button counts, leave it alone 3 It is liveread it over, and Rebuild if the write-up needs another go

Subcontractors

Material order list

Item	Order via	Supplier	Options	Qty	Notes

Marketing budget vs revenue

Target % of revenue, based on last

This week

Ad spend by month

Spend split — this year

Campaign timeline

Campaigns

Campaign	Channel	Dates	Budget	Status	Notes

Ad spend

Month	Channel	Amount	Note