Track quoting performance and order success in real time.
Sales Dashboard gives you a clear overview of your shop’s commercial performance — from revenue and order volume to conversion rates and material usage. With all key sales and quoting metrics in one place, it’s your go-to tool for making smarter decisions and spotting trends in your manufacturing business.
Perfect for CNC machine shops, fabrication companies, job shops, and on-demand manufacturers who want visibility into what’s driving growth.
🔧 What It Does
With the Sales Dashboard, you can track:
- Total Revenue from confirmed orders
- Average Invoice Value per customer or order
- Total Number of Orders over a selected time period
- Quote-to-Order Conversion Rate (based on placed orders vs. created carts)
- Total Uploaded Models submitted by customers
- Total Parts Purchased across all orders
- Material Consumption breakdown by type (e.g. aluminum, steel, MJF nylon, sheet metal)
- Top Customers by revenue
🏭 Problems This Solves
Problem: No visibility into which quotes are converting or generating revenue
✅ Solution: Track conversion rates and revenue in one dashboard — no spreadsheets or disconnected tools.
Problem: Hard to see who your most valuable customers are
✅ Solution: Identify top-performing accounts to focus retention and upselling efforts.
Problem: No real-time view of material usage or quoting trends
✅ Solution: Get data-driven insight into your quoting activity, material consumption, and production input needs.
🚀 How It Works
- Go to Sales Dashboard
- Use filters to set the date range or customer focus
- Explore high-level metrics, customer activity, and part/material trends
- Use insights to adjust pricing, quoting strategies, or follow-up tactics
YOUR PATH FORWARD STARTS TODAY
Start your free trial now. No sales call required.
