Dashboard Overview
Main Statistics
View key metrics including total leads, estimates generated, consultations scheduled, and newsletter subscribers at a glance.
Time Period Filters
Filter data by current month, prior month, last quarter, year to date, or all time to analyze performance trends.
Estimates Chart
Visualize your estimates by status (Open, Won, Declined) with both count and dollar value breakdowns.
Quick Actions
Access all leads and estimates with one click for quick navigation.
Lead Management
View All Leads
Access a comprehensive list of all customer inquiries with contact information, service type, and status.
Quick Add Lead
Create new leads directly from the dashboard with name, email, phone, service type, message, and source tracking.
Lead Status Tracking
Monitor lead progress through stages: New, Contacted, Qualified, Quoted, Won, and Lost.
Search & Filter
Find specific leads using search by name, email, or phone. Filter by status to focus on specific stages.
Source Attribution
Track where leads come from to optimize marketing efforts.
Estimate Management
View All Estimates
Access all customer estimates with detailed window configurations, pricing, and tracking information.
Quick Add Estimate
Create manual estimates from the dashboard with customer details, window specs, and optional promotional discounts.
Estimate Status
Track estimates through lifecycle: Generated, Consultation Scheduled, Accepted, Declined, or Converted.
Discount Management
Apply promotional discounts or post-generation adjustments to estimates.
Customer Tracking
View IP address, location, referral source, UTM parameters, and session duration for each estimate.
Accept/Decline
Customers can electronically accept or decline estimates, automatically updating status.
Discount Code System
Create Codes
Generate discount codes with custom percentages, validity dates, and usage limits.
Newsletter Integration
Provide exclusive codes to newsletter subscribers to drive conversions.
Usage Tracking
Monitor how many times each code has been used and remaining available uses.
Activate/Deactivate
Enable or disable codes at any time without deleting them.
Code Application
Codes can be applied during estimate generation or added to existing estimates by admins.
Newsletter Subscribers
Subscriber List
View all newsletter subscribers with email, name, signup source, and status.
Quick Add Subscriber
Manually add subscribers from various sources.
Source Tracking
See where subscribers signed up: exit intent popup, footer, homepage, product pages, or cost estimator.
Status Management
Monitor active vs. unsubscribed users.
Interests
Track product interests to tailor communications.
Reminders & Tasks
Create Reminders
Set reminders with title, description, due date, priority level, and optional links.
Priority Levels
Organize tasks by Low, Medium, or High priority for better workflow management.
Link to Records
Associate reminders with specific leads or estimates using the "Related To" field.
Status Updates
Mark reminders as Completed or Cancelled directly from the dashboard.
Overdue Alerts
Overdue reminders are visually highlighted in red for immediate attention.
Cost Calculator
Public Tool
Customers can generate instant estimates for their window treatment projects.
Product Selection
Choose from Roller Shades, Roman Shades, Cellular Shades, Zebra Shades, Woven Wood, Outdoor Shades, and Drapery.
Fabric Collections
Select specific fabric collections, colors, and blackout/openness levels for accurate pricing.
Multiple Windows
Add unlimited windows to a single estimate with individual specifications.
Discount Codes
Customers can apply promotional codes during estimate generation.
Automatic Saving
All estimates are automatically saved with unique reference numbers.
Tracking Data
System captures IP, location, referrer, UTM parameters, and session duration for marketing insights.
Advanced Features
Date Range Filtering
All key metrics support flexible date filtering: current month, prior month, last quarter, year to date, and all time.
Real-time Updates
Dashboard statistics update immediately when new records are created.
Quick Navigation
Click on any stat card to view detailed records for that category.
Responsive Design
Full mobile and tablet support for managing your business on the go.
Export Capabilities
Generate PDF reports for estimates to share with customers.
Consultation Management
Schedule Consultations
Customers can book free in-home consultations through Calendly integration.
Contact Form
Alternative contact method for customers who prefer direct communication.
Estimate Integration
Consultations can be linked to specific estimates using reference numbers.
Status Tracking
Monitor which estimates have consultations scheduled.
Need Additional Help?
If you have questions or need assistance with any feature, please don't hesitate to reach out.