Dashboards & Pipelines
Track deals through your Lead Pipeline, Active Projects, Portfolio and Archive, and view your whole workspace by feature.
13 articles
- What are the Project Pipelines?
- Can I configure the Stages of the Lead and Active Project pipelines?
- How do I change the Stage of my project in the Pipeline?
- How do I move a Project from the Lead Pipeline to the Active Project Pipeline?
- How do I move a Project to the Portfolio?
- What is the Analysis Dashboard and how does it work?
- What is the Estimating Dashboard and how does it work?
- What is the Accounting Dashboard and how does it work?
- Where does the data feed from on the Analysis Dashboard?
- Where does the data feed from on the Estimating Dashboard?
- Where does the data feed from on the Accounting Dashboard?
- Why does it say "This project doesn't have an estimation yet"?
- Why does it say "this project hasn't been analyzed" for some projects?