Dashboard Demo - Quote Monster

Analytics Dashboard

Business overview & analytics

Total Leads

+15 this month

Conversions

33% conversion rate

Window Cleaning Value

£456.00

+£456.00 this month

Upsells Value

£1,044.00

53% upsell rate

Leads Over Time

Revenue Over Time

Status Breakdown

Average Quote Value

£100.00

Upsell Rate

53%

Active Pipeline

Lead Management

Manage your active leads and sales pipeline

Signups to Book

£526.00

Ready to schedule

New Leads

Awaiting first contact

Window Clean Value

£456.00

Potential revenue

Upsells Value

£1,044.00

Potential upsell revenue

Upsell Rate

53%

8 with upsells

Pending Upsells Value

£1,044.00

Potential upsell revenue

Upsell Rate

53%

8 with upsells

Leads

Filter by Status

Filter by Upsells

Items per page

Leads

Sarah Johnson

sarah.johnson@example.com

20/08/2026, 10:07:42

Property Detached • 4 Bed • 12-Weekly

Window Cleaning £31.00 FTC: £37.20

Total Quote £37.20

Mike Thompson

mike.thompson@example.com

20/08/2026, 14:07:36

Property Town House • 4 Bed • 8-Weekly

Window Cleaning £24.00 FTC: £28.80

Total Quote £136.80

Emma Wilson

emma.wilson@example.com

17/08/2026, 11:10:18

New Lead

Property Semi • 3 Bed • 12-Weekly

Window Cleaning £41.00 FTC: £49.20

Total Quote £166.20

James Brown

james.brown@example.com

23/08/2026, 13:43:38

New Lead

Property Bungalow • 4 Bed • 8-Weekly

Window Cleaning £33.00 FTC: £39.60

Total Quote £265.60

Lisa Davies

lisa.davies@example.com

23/08/2026, 10:11:40

New Lead

Property Bungalow • 4 Bed • 4-Weekly

Window Cleaning £40.00 FTC: £48.00

Total Quote £145.00

Customer	Property	Window Cleaning	Quote	Upsells	Status
Sarah Johnson sarah.johnson@example.com 20/08/2026, 10:07:42	Detached 4 Bedrooms 12-Weekly	£31.00 FTC: £37.20	£37.20 View details	—	New Signup
Mike Thompson mike.thompson@example.com 20/08/2026, 14:07:36	Town House 4 Bedrooms 8-Weekly	£24.00 FTC: £28.80	£136.80 View details	Gutter £108	New Signup
Emma Wilson emma.wilson@example.com 17/08/2026, 11:10:18	Semi 3 Bedrooms 12-Weekly	£41.00 FTC: £49.20	£166.20 View details	Gutter £117	New Lead
James Brown james.brown@example.com 23/08/2026, 13:43:38	Bungalow 4 Bedrooms 8-Weekly	£33.00 FTC: £39.60	£265.60 View details	Soffit £106 Conservatory £120	New Lead
Lisa Davies lisa.davies@example.com 23/08/2026, 10:11:40	Bungalow 4 Bedrooms 4-Weekly	£40.00 FTC: £48.00	£145.00 View details	Soffit £97	New Lead
David Clark FB Lead david.clark@example.com 23/08/2026, 10:11:49	Semi 4 Bedrooms 4-Weekly	£21.00 FTC: £25.20	£25.20 View details	—	New Signup
Rachel Green rachel.green@example.com 22/08/2026, 17:45:14	Detached 2 Bedrooms 4-Weekly	£25.00 FTC: £30.00	£30.00 View details	—	New Lead
Tom Harris tom.harris@example.com 27/08/2026, 08:04:17	Semi 3 Bedrooms 4-Weekly	£37.00 FTC: £44.40	£140.40 View details	Soffit £96	New Signup
Sophie Turner sophie.turner@example.com 23/08/2026, 12:51:53	Town House 5 Bedrooms 4-Weekly	£32.00 FTC: £38.40	£186.40 View details	Conservatory £148	New Signup
Chris Martin chris.martin@example.com 26/08/2026, 14:13:51	Semi 3 Bedrooms 12-Weekly	£25.00 FTC: £30.00	£160.00 View details	Gutter £130	New Lead
Katie Price katie.price@example.com 25/08/2026, 16:41:33	Terraced 3 Bedrooms 4-Weekly	£39.00 FTC: £46.80	£168.80 View details	Gutter £122	Contacted
Ben Walker ben.walker@example.com 18/08/2026, 16:03:47	Terraced 3 Bedrooms 4-Weekly	£28.00 FTC: £33.60	£33.60 View details	—	New Lead
Amy Roberts amy.roberts@example.com 19/08/2026, 18:20:49	Town House 4 Bedrooms 4-Weekly	£29.00 FTC: £34.80	£34.80 View details	—	New Lead
Mark Taylor FB Lead mark.taylor@example.com 25/08/2026, 09:00:23	Terraced 4 Bedrooms 12-Weekly	£29.00 FTC: £34.80	£34.80 View details	—	New Lead
Lucy White FB Lead lucy.white@example.com 27/08/2026, 17:29:22	Semi 4 Bedrooms 4-Weekly	£22.00 FTC: £26.40	£26.40 View details	—	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

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Mon

Tue

Wed

Thu

Fri

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No reminders found for the selected period

Activities

Recent activity in your account

Sarah Johnson signed up

Detached, 4 bed - £37.20

20/08/2026

Mike Thompson signed up

Town House, 4 bed - £136.80

20/08/2026

New lead: Emma Wilson

Semi, 3 bed - £166.20

17/08/2026

New lead: James Brown

Bungalow, 4 bed - £265.60

23/08/2026

New lead: Lisa Davies

Bungalow, 4 bed - £145.00

23/08/2026

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.

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Customer Segments

Create smart customer segments based on behavior and value.

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Referral Program

Turn happy customers into brand advocates with referral rewards.

Manage Referrals

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