Estimates Tracker
Pipeline view of quotes, expiration aging, conversion ratios, and source tracking.
What Problem It Solves
Sales teams lose estimates because they forget to follow up before they expire.
This dashboard features automatic contextual integration. When YazFex AI is active, the assistant is injected into the side-panel, automatically reading these records.
Related Sales Modules
Proposals Dashboard
Funnel view of open proposals, dollar value at risk, client views counter, and conversion velocity.
Leads Funnel
Lead funnel analytics with open lead counts surfaced to navigation badges, source quality splits, and loss analysis.
Contracts Manager
Contract values, renewal schedules, and value-at-risk analysis for upcoming expirations.