My Open Deals
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My Open Jobs
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My Deal Value
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My Assigned Deals
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My Assigned Jobs
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Reports & Analytics
Business Overview
Total Accounts
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Active Deals
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Active Jobs
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Total Revenue
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Recent Activity (Last 30 Days)
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Financial Reports
Revenue This Month
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Revenue This Quarter
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Outstanding AR
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Avg Collection Time
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Revenue Trend (Last 12 Months)
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Accounts Receivable Aging
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Outstanding Invoices
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Invoice Status Summary
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Payment History
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Profit & Loss Summary
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Sales & Pipeline
Deal Win Rate
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Avg. Deal Close Time
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Total Pipeline Value
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Deals in Progress
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Sales Pipeline Overview
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Deals by Stage
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Sales Performance by Owner
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Deal Velocity (Last 30 Days)
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Won vs Lost Deals
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Customer & Accounts
New Customers (30d)
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Lead Conversion Rate
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Customer Lifetime Value
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Top Customer Value
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Top Accounts by Revenue
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Customer Acquisition Trend
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Lead to Customer Conversion
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Lead Sources
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Accounts by Type
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Accounts by Status
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Accounts by Industry
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Customer Activity Score
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Operations
Jobs Completed (30d)
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Estimate Conversion Rate
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Avg. Job Duration
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Avg. Job Profitability
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Jobs by Status
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Job Profitability Analysis
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Estimate to Job Conversion
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Pending Estimates
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Job Completion Trend
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