Orders appear here when a quote status is set to “Ordered”.
Quotes Shown
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Total Pipeline
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Gross Profit (45%)
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Total Commission
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45% margin × 12%
Urgent + High
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need attention now
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Manager View — All quotes ≥ $20K and every Joint (mgmt-requested) quote. Commission shown at 45% margin × 12%.
Active Reps
Check the reps who are currently on your team. Only active reps appear in the rep picker dropdowns and the Rep Summary card view. The All Quotes and Manager tabs still show all data. If all boxes are checked (or none), every rep is considered active.
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Data Quality
Scans the loaded quotes for potential duplicates (same rep + project name), missing fields, and stale quotes with no contact in 90+ days.