Read estimates and identify the next action for your team.
Start with the period
Choose the date range before interpreting totals. Owner, Manager and Front Desk can use the dashboard. Fictional or historical demonstration records can be excluded from live indicators; read the demo notice before comparing examples with totals.
Keep value and money received separate
Booked value is the estimated value of scheduled work. A booking does not mean the work is completed or paid.
Won value is an estimated outcome recorded for a lead. Completed work is tracked separately through booking status. Neither proves that payment was collected. Use your accounting records to confirm collected revenue.
Value at risk and lost value are estimates for opportunities, not invoices, debt or guaranteed future revenue. Compare the same period and filters before comparing totals.
Work the action queue
Open an urgent or overdue lead. Read its history and consent, choose the follow-up owner and next action, then record the booking or outcome when confirmed. A large estimated value is a prioritization signal, not a revenue guarantee.
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