Your dashboard will provide you with an instant view on your sales pipeline activity, including open leads, opportunities and quotes, the value of your open quotes, the value of deals you have closed and a pie chart illustrating pipeline lead source over time.
Using dropdown menus on the top right of the screen your pipeline can be sorted by workflow, shown in count or by dollar amount and sorted by specific time frames
You can also Click on the pie chart/line graph to change the visual analytics for Project Status & Lead Source etc
For quick access to projects in a specific stage (Lead, Opportunity, Account, Install) simply double click the respective pipeline stage in the either the drill down of pie chart (located on right) or line graph once you've already clicked on the stage.
You can also click on Recent Sales to view recent leads, recent quotes as shown below and jump directly to them
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