Business Dashboard
One screen that shows enquiries, accepted quotes, paid orders and outstanding work across your business.
Running in our own shops
The Business Dashboard shows the numbers that matter on one screen: new enquiries, quotes sent and accepted, paid orders, outstanding work and money owed.
What Business Dashboard does
- Enquiries and quotes by day, week and month
- Quote acceptance rate and sales by staff member
- Paid orders and work in production
- Overdue jobs and unpaid invoices
- Separate views for each company or branch
- Owner view across all your brands
Proven in our own businesses
The Boldmedia team portal includes a dashboard of orders, quotes and outstanding work for each print shop.
Who it is for
Owners and managers who want to see how the business is doing without asking five people.
Pricing
Included in our higher packages. Every business is different, so we quote after a short call about how you work today.
Business Dashboard is one module of our business solutions platform: one system with a separate workspace for each company, shared customer accounts and strict access permissions.
Business Dashboard FAQs
Can I see all my companies together?
Yes. The owner view combines every workspace you manage.
Where does the data come from?
From your quotes, orders and payments in the platform, so the figures are always current.
Talk to our support team about business dashboard
Tell us what you need. We reply within one business hour on weekdays.