New sales page
The interactive sales page is on by default, with a fixed job timeline, month lens, and editable milestones on each job.
Your company now gets the new sales page by default. It replaces the classic monthly sales dashboard with an interactive view built from a clear job timeline: created, sales and survey bookings, quote sent, quote accepted, first payment, installation, and completed. Choose which funnel steps to show, and whether survey sits before or after first payment. Choose whether each month counts jobs by when they were created, installed, or completed. Each month shows how many jobs were won or lost so far, without a monthly target. Hover a funnel step to see the jobs in it. Toggle the funnel between In order (only counts a step when every earlier step is set) and Any stage (counts each step whenever that date alone is set). The funnel timeline places a marker on the date of each step so you can see when things happened. Quotes and invoices for the month sit above What’s selling and Referrals, with a status mix and totals. Links stay shareable with year, month, and lens in the URL.
Open it from the user menu under Sales dashboard (marked New). On each job, the financials panel includes a milestones strip so you can fill or correct key dates for reporting without changing the quote, invoice, or booking.
Prefer the classic monthly page? Turn New sales page off in Settings › Features.