Documentation/Day-to-day work
Dashboard
What needs your decision today, and how the engine is doing.
The dashboard opens the panel and answers one question: what is waiting for you now. The „Needs a decision” tile leads straight into the queue, and beside it you see what that queue is worth and the average value of a quote.
The metrics
- Needs a decision: how many quotes the gate held, against all quotes this month.
- With engineering notes: how many of those were held by the geometry (thin walls, deep holes, slenderness, undercuts) rather than by a rule you set.
- Median quoting time: how long it takes from the customer's request to your decision.
- Quote to order: the conversion rate, compared with the previous month.
- Quotes in progress: what is with customers right now and what it adds up to.
Notifications
A new quote or order reaches you three ways: the bell in the panel, a system notification from the browser (switched on in Settings, separately in each browser) and an e-mail to the company address, which everyone with an account in the shop receives.