Dashboard Demo - Quote Monster

Analytics Dashboard

Business overview & analytics

Total Leads

+15 this month

Conversions

7% conversion rate

Window Cleaning Value

£491.00

+£491.00 this month

Upsells Value

£827.00

40% upsell rate

Leads Over Time

Revenue Over Time

Status Breakdown

Average Quote Value

£87.87

Upsell Rate

40%

Active Pipeline

Lead Management

Manage your active leads and sales pipeline

Signups to Book

£37.20

Ready to schedule

New Leads

Awaiting first contact

Window Clean Value

£491.00

Potential revenue

Upsells Value

£827.00

Potential upsell revenue

Upsell Rate

40%

6 with upsells

Pending Upsells Value

£827.00

Potential upsell revenue

Upsell Rate

40%

6 with upsells

Leads

Filter by Status

Filter by Upsells

Items per page

Leads

Sarah Johnson

sarah.johnson@example.com

09/10/2026, 18:09:44

New Lead

Property Bungalow • 2 Bed • 8-Weekly

Window Cleaning £38.00 FTC: £45.60

Total Quote £45.60

Mike Thompson

mike.thompson@example.com

11/10/2026, 09:45:46

Contacted

Property Detached • 3 Bed • 4-Weekly

Window Cleaning £26.00 FTC: £31.20

Total Quote £138.20

Emma Wilson

emma.wilson@example.com

05/10/2026, 17:41:41

Contacted

Property Semi • 3 Bed • 8-Weekly

Window Cleaning £43.00 FTC: £51.60

Total Quote £150.60

James Brown

james.brown@example.com

13/10/2026, 17:41:16

New Lead

Property Town House • 4 Bed • 12-Weekly

Window Cleaning £28.00 FTC: £33.60

Total Quote £349.60

Lisa Davies

lisa.davies@example.com

05/10/2026, 18:05:57

Contacted

Property Bungalow • 4 Bed • 8-Weekly

Window Cleaning £32.00 FTC: £38.40

Total Quote £38.40

Customer	Property	Window Cleaning	Quote	Upsells	Status
Sarah Johnson sarah.johnson@example.com 09/10/2026, 18:09:44	Bungalow 2 Bedrooms 8-Weekly	£38.00 FTC: £45.60	£45.60 View details	—	New Lead
Mike Thompson mike.thompson@example.com 11/10/2026, 09:45:46	Detached 3 Bedrooms 4-Weekly	£26.00 FTC: £31.20	£138.20 View details	Gutter £107	Contacted
Emma Wilson emma.wilson@example.com 05/10/2026, 17:41:41	Semi 3 Bedrooms 8-Weekly	£43.00 FTC: £51.60	£150.60 View details	Soffit £99	Contacted
James Brown james.brown@example.com 13/10/2026, 17:41:16	Town House 4 Bedrooms 12-Weekly	£28.00 FTC: £33.60	£349.60 View details	Gutter £99 Soffit £93 Conservatory £124	New Lead
Lisa Davies lisa.davies@example.com 05/10/2026, 18:05:57	Bungalow 4 Bedrooms 8-Weekly	£32.00 FTC: £38.40	£38.40 View details	—	Contacted
David Clark david.clark@example.com 12/10/2026, 14:48:00	Semi 5 Bedrooms 8-Weekly	£32.00 FTC: £38.40	£38.40 View details	—	New Lead
Rachel Green rachel.green@example.com 01/10/2026, 16:23:33	Semi 4 Bedrooms 4-Weekly	£27.00 FTC: £32.40	£32.40 View details	—	New Lead
Tom Harris tom.harris@example.com 09/10/2026, 17:35:12	Semi 3 Bedrooms 8-Weekly	£40.00 FTC: £48.00	£165.00 View details	Gutter £117	Contacted
Sophie Turner sophie.turner@example.com 13/10/2026, 16:56:22	Bungalow 3 Bedrooms 8-Weekly	£30.00 FTC: £36.00	£126.00 View details	Gutter £90	New Lead
Chris Martin FB Lead chris.martin@example.com 04/10/2026, 15:01:24	Town House 5 Bedrooms 4-Weekly	£40.00 FTC: £48.00	£48.00 View details	—	New Lead
Katie Price katie.price@example.com 30/09/2026, 18:29:29	Town House 5 Bedrooms 8-Weekly	£29.00 FTC: £34.80	£34.80 View details	—	New Lead
Ben Walker FB Lead ben.walker@example.com 08/10/2026, 09:17:06	Semi 4 Bedrooms 12-Weekly	£34.00 FTC: £40.80	£40.80 View details	—	New Lead
Amy Roberts amy.roberts@example.com 11/10/2026, 15:19:27	Detached 5 Bedrooms 12-Weekly	£24.00 FTC: £28.80	£28.80 View details	—	New Lead
Mark Taylor mark.taylor@example.com 08/10/2026, 09:40:09	Town House 4 Bedrooms 8-Weekly	£31.00 FTC: £37.20	£37.20 View details	—	New Signup
Lucy White lucy.white@example.com 08/10/2026, 17:27:47	Town House 4 Bedrooms 8-Weekly	£37.00 FTC: £44.40	£142.40 View details	Gutter £98	New Lead

Showing 1 to 15 of 15 results

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Reminders

Track and manage follow-up reminders for your leads

Overdue

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Due Today

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Upcoming

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Calendar Overview

February 2026

Sun

Mon

Tue

Wed

Thu

Fri

Sat

No reminders found for the selected period

Activities

Recent activity in your account

New lead: Sarah Johnson

Bungalow, 2 bed - £45.60

09/10/2026

New lead: Mike Thompson

Detached, 3 bed - £138.20

11/10/2026

New lead: Emma Wilson

Semi, 3 bed - £150.60

05/10/2026

New lead: James Brown

Town House, 4 bed - £349.60

13/10/2026

New lead: Lisa Davies

Bungalow, 4 bed - £38.40

05/10/2026

Marketing Hub

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Email Campaigns

Send targeted bulk email campaigns to specific customer segments.

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Automated Sequences

Set up automated email sequences triggered by customer actions.

Create Automation

Customer Segments

Create smart customer segments based on behavior and value.

Build Segments

Referral Program

Turn happy customers into brand advocates with referral rewards.

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Discount & Vouchers

Create promotional codes and special offers to drive conversions.

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Review Collection

Automatically request reviews from satisfied customers.

Collect Reviews

Geographic Data

Visualise customer locations with heat maps and coverage analysis.

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Marketing Analytics

Track campaign performance and conversion rates.

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Paid Ads Tracking

Track Facebook, Google and other paid ad campaigns with Meta CAPI integration.

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Analytics Dashboard

Leads Over Time

Revenue Over Time

Status Breakdown

Lead Management

Leads

Reminders

Clients

Activities

Marketing Hub

Email Campaigns

Automated Sequences

Customer Segments

Referral Program

Discount & Vouchers

Review Collection

Geographic Data

Marketing Analytics

Paid Ads Tracking

Settings

Email Settings

Pricing Matrix

Form Settings

Referral Program

Review Collection

Meta CAPI / Facebook