Sales Moduleyazfex_app/route/estimates
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.
AI Layer Ready
This dashboard features automatic contextual integration. When YazFex AI is active, the assistant is injected into the side-panel, automatically reading these records.
context_bridge: estimates_loader.php
Related Sales Modules
yazfex_app/route/proposals
View Specs Proposals Dashboard
Funnel view of open proposals, dollar value at risk, client views counter, and conversion velocity.
yazfex_app/route/leads
View Specs Leads Funnel
Lead funnel analytics with open lead counts surfaced to navigation badges, source quality splits, and loss analysis.
yazfex_app/route/contracts
View Specs Contracts Manager
Contract values, renewal schedules, and value-at-risk analysis for upcoming expirations.