Sales report
The Sales tab is the default view of the dashboard — the one that opens when you land on the dashboard. It folds the old "Sales overview" and the standalone "Sales report" into a single page: one KPI strip, the full set of funnel / pulse / status-flow / cycle visuals, and the recent-activity tables. Every number reacts to the date range picker at the top of the dashboard.
What it shows
- KPI strip — Enquiries, Quotes sent, POs received, Revenue realised, SO value, Delivered value, Pending value, Conversion %, Avg ticket, Avg cycle (enquiry → PO) and Coverage ratio for the selected window.
- Visual core — sales funnel, 12-month pipeline pulse, status flow, cycle-time histogram, mode / revision / discount breakdowns, and the status / outcome / queue donuts.
- Recent activity — Latest PO arrived and Recent enquiries tables.
Instant loading & the "Updated" label
The Sales report is the heaviest calculation on the dashboard. To keep it fast, the result is cached for your whole firm instead of being recalculated every time someone opens it.
When your date range is one of the standard presets — Current Month, Past 30 Days, This Year, This Financial Year, Last 365 Days — the tab loads from this shared cache and shows a small "Updated …" label in the top-right corner (next to Export PDF):
- Updated just now / 5 min ago / 2 hr ago — how long ago the figures were calculated. Everyone in your firm looking at the same range sees the same snapshot, so the numbers stay consistent across the team.
- Refresh button (the circular ↻ icon) — recalculates the figures on demand and resets the label to just now. Use it after a busy spell of new enquiries or POs when you want the very latest numbers immediately.
The cache refreshes itself automatically the first time anyone opens the tab more than 12 hours after the last calculation — so the figures are never more than half a day stale without anyone having to press anything. Within that window the tab opens instantly.
Custom date ranges (any window you pick by hand that isn't one of the five presets) are always calculated live and show no "Updated" label — they're fresh every time, which is why they take a moment longer to load.
Export PDF generates a print-ready copy of the report for the current range. The PDF always reflects live figures at the moment you export, independent of the cached snapshot.