Dashboard
15–20 minutes saved every day
For each manager, compared with checking four screens by hand
In simple words
The Dashboard is your daily business check. It shows your quotes, orders, customers, claims and the newest website enquiries on one screen. In less than a minute you know how the business is doing today.
The problem it solves
Your numbers are already in the system, but they sit in different screens. Quotes are in one place, orders in another, claims in a third and new enquiries in the inbox. So nobody sees the full picture, and problems are noticed very late.
What happens without it
| If you do not have a Dashboard | What it means for your business |
|---|---|
| A manager opens 4 screens and adds up numbers every morning | 15–20 minutes of a senior person's time, every day |
| Someone keeps a daily numbers sheet in Excel | 2–3 hours a week of typing, and the sheet is old by the time it is shared |
| Claims are noticed only when a customer complains again | A quality issue continues for weeks |
| New enquiries are seen only when someone opens the inbox | The customer has already spoken to another supplier |
| Quoting starts by searching for the right screen | A few minutes wasted on every quote |
Time you save
Manual way compared with the Console
Typical time per activity, for one manager.
Manual way (spreadsheets, email, phone)With Kitchen365 Console
| Task | The manual way | With the Dashboard | You save |
|---|---|---|---|
| Daily business check | Open 4 screens, note the numbers, compare with yesterday — 15–20 min | Read one screen — under 1 min | 15 min per manager, per day |
| Preparing for the sales meeting | Collect numbers from different places — 45–60 min | Show the Dashboard on screen — 0 min | About 1 hour a week |
| Seeing today's new enquiries | Check the inbox and ask who replied — 10 min, a few times a day | Read the Recent Leads table | 20–30 min a day |
| Starting a quote for a hot enquiry | Go to Quote Management and search the customer | Click Add Quote on the same screen | 2–3 min per quote |
Your process, before and after
✖ Before
Someone collects the numbers by hand, once a week, whenever there is time. Problems come to light late.
✔ After
The numbers are always ready. The morning check takes under a minute, and your team starts the day by calling the newest enquiry instead of looking for it.
Who uses it
- Owner or manager — daily check of the business
- Sales manager — sees a drop in quotes or a rise in claims early
- Sales executive — picks up new enquiries and starts a quote in one click
When to use it
- At the start of every day
- Before your sales meeting, so you discuss real numbers
- When a customer calls about an enquiry they just submitted
What each part does for you
| Part of the screen | How it helps you |
|---|---|
| Metric cards (quotes, orders, customers, claims) | One quick check of the whole business, with no counting |
| Add Quote button | Start a quote for a hot enquiry immediately |
| Recent Leads table | Call the newest enquiries first, while the customer is still interested |
| View lead details | Understand the enquiry without leaving the screen |
| Sort and pagination | Find a submission in seconds |
Step-by-step guide
See Dashboard.