Vineyard

Email	Max Users	Status	Notes	Actions
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Company Name	Admin Email	Users	Created	Actions
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Code	Issued To	Usage	Status	Created	Customers	Actions
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Reports & Analytics

Business Overview

👥

Total Accounts

🤝

Active Deals

💼

Active Jobs

💰

Total Revenue

Recent Activity (Last 30 Days)

Financial Reports

📊

Revenue This Month

📈

Revenue This Quarter

💵

Outstanding AR

⏰

Avg Collection Time

Revenue Trend (Last 12 Months)

Accounts Receivable Aging

Outstanding Invoices

Invoice Status Summary

Payment History

Profit & Loss Summary

Sales & Pipeline

🎯

Deal Win Rate

⏱️

Avg. Deal Close Time

💼

Total Pipeline Value

📋

Deals in Progress

Sales Pipeline Overview

Deals by Stage

Sales Performance by Owner

Deal Velocity (Last 30 Days)

Won vs Lost Deals

Customer & Accounts

🆕

New Customers (30d)

🔄

Lead Conversion Rate

⭐

Customer Lifetime Value

🎖️

Top Customer Value

Top Accounts by Revenue

Customer Acquisition Trend

Lead to Customer Conversion

Lead Sources

Accounts by Type

Accounts by Status

Accounts by Industry

Customer Activity Score

Operations

🔨

Jobs Completed (30d)

📝

Estimate Conversion Rate

⏳

Avg. Job Duration

💎

Avg. Job Profitability

Jobs by Status

Job Profitability Analysis

Estimate to Job Conversion

Pending Estimates

Job Completion Trend

Organization Settings

Feature Settings

Enable or disable features in your CRM system.

Enable Time Tracking on Jobs (Track hours worked on job projects)

Pricing Tiers

Define pricing tiers for your products and services (e.g., Standard, Premium, Enterprise).

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Contact Information

Accounts Receivable Email

Accounts Payable Email

Add Account

Basic Information

Name *

Status *

Type *

Phone

Address

Website URL

Industry

Lead Source

Time Zone

Assigned Owner

Notes

Attachments

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Add Deal

Deal Information

Account *

Contact

Deal Title *

Amount ($)

Probability (%)

Description

Stage *

Expected Close Date

Priority

Source

Competition

Loss Reason

Next Step

Notes

Attachments

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Add Job

Job Information

Account *

Contact

Job Title *

Description

Status *

Start Date

End Date

Linked Records

Estimates

No estimates

Invoices

No invoices

Time Entries

No time entries

Total Time Tracked: 0.00 hours

Notes

Attachments

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Add Estimate

Estimate Information

Estimate Number *

Account *

Deal

Details

Status *

Valid Until

Line Items

Item Name

Description

Quantity

Price

Total Amount: $0.00

Notes

Attachments

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Add Invoice

Invoice Information

Invoice Number *

Account *

Job

Details

Status *

Invoice Date *

Due Date *

Line Items

Item Name

Description

Quantity

Price

Total Amount: $0.00

Notes

Attachments

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Welcome!

Super Admin Panel

Organization Approvals

Existing Organizations

Invitation Codes

Generate Invitation Code

Add Organization Approval

Edit User Limit

Reports & Analytics

Business Overview

Recent Activity (Last 30 Days)

Financial Reports

Revenue Trend (Last 12 Months)

Accounts Receivable Aging

Outstanding Invoices

Invoice Status Summary

Payment History

Profit & Loss Summary

Sales & Pipeline

Sales Pipeline Overview

Deals by Stage

Sales Performance by Owner

Deal Velocity (Last 30 Days)

Won vs Lost Deals

Customer & Accounts

Top Accounts by Revenue

Customer Acquisition Trend

Lead to Customer Conversion

Lead Sources

Accounts by Type

Accounts by Status

Accounts by Industry

Customer Activity Score

Operations

Jobs by Status

Job Profitability Analysis

Estimate to Job Conversion

Pending Estimates

Job Completion Trend

Organization Settings

Feature Settings

Company Information

Pricing Tiers

Contact Information

Branding

Authorized Users

Add Account

Basic Information

Notes

Attachments

Add Deal

Deal Information

Linked Job

Notes

Attachments

Add Job

Job Information

Linked Records

Time Entries

Notes

Attachments

Add Estimate

Estimate Information

Line Items

Notes

Attachments

Add Invoice

Invoice Information

Line Items

Notes

Attachments

Add Catalog Item

Basic Information

Pricing

Availability

Add Payment

Payment Information

Apply to Invoices

Add Contact

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