We’ve introduced a powerful new Analytics Dashboard in SitePad CRM, giving you a clearer view of your sales performance, customer activity, and financial metrics all in one place. Designed to help teams make faster, data-driven decisions, the new dashboard provides visual insights across your entire pipeline.

Key Metrics at a Glance

The top of the dashboard highlights your most important business metrics:

• Revenue – Total revenue generated within the selected timeframe.
• Total Quote Value – The combined value of all quotes created.
• Quote Conversion Rate – Percentage of quotes that convert into won business.
• New Prospects – Number of new prospects added to the system.
• Overall Credit Utilisation – A quick view of how much client credit is currently in use.

Performance Trends

Understand how your business is evolving over time with detailed charts:

• Revenue Over Time – Track how revenue trends across months or years.
• Quotation Value Trend – Visual breakdown of quotation activity, including drafts, sent quotes, approved quotes, lost quotes, and voided quotes.
• Site Visits Over Time – Monitor website traffic and engagement.
• Notes Added Over Time – See how actively your team is interacting with prospects and clients.

Sales Pipeline Insights

The dashboard also provides deeper insight into your pipeline performance:

• Quotation Status Breakdown – A visual overview of quotes by status (Sent, Approved/Won, Draft, Lost, Void).
• Won vs Lost Comparison – Compare success rates across Prospects, Leads, and Quotes to identify where conversions are strongest.
• Sales Funnel – Track progression from Prospects → Leads → Quotes → Won, helping you quickly spot bottlenecks in the sales journey.

Financial Visibility

Stay on top of client credit usage:

• Credit Utilisation by Client – Quickly identify which clients are approaching or exceeding their credit limits.

Flexible Filtering

All analytics can be customised using built-in filters:

• Time Filters – View performance across different periods (e.g. last 12 months).
• Client Filters – Focus on analytics for specific clients or review overall activity.