> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/dashboard-and-reports.md).

# Dashboard & Reports

- [Dashboard](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting.md): Track sales team performance and analyze key business metrics in PaintScout.
- [Dashboard Metrics](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/understanding-your-dashboard-metrics.md): Learn what each dashboard metric means including sales totals, win rate, dollars won, close rate, and open estimates tracking.
- [What is Close Rate?](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/what-does-close-rate-mean.md): Understand how close rate measures the percentage of estimates receiving a decision, either accepted or declined, without remaining open.
- [Filtering the Dashboard](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/filtering-on-the-dashboard.md): Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.
- [PaintScout Leaderboards](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/paintscout-leaderboards.md): Compare your sales performance against other PaintScout users with Sales and Win Rate leaderboards showing top 300 performers.
- [Reports](https://help.paintscout.com/support/dashboard-and-reports/reports.md): Access detailed reports on estimates, invoices, payments, deals, leads, and team performance.
- [All Activity Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-activity-report.md): View a complete log of all estimate and invoice actions including creation, edits, sends, acceptances, payments, and status changes.
- [All Estimates Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-estimates-report.md): Get a comprehensive view of all estimates in your account with status breakdowns, job size distribution, and type categorization.
- [All Invoices Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-invoices-report.md): View and manage all invoices in your account with status breakdowns, payment tracking, and cash flow monitoring tools.
- [Accepted Estimates Report](https://help.paintscout.com/support/dashboard-and-reports/reports/accepted-estimates-report.md): Track all accepted (won) estimates with details on acceptance date, method, contact information, total value, and export data for analysis.
- [Declined Estimates Report](https://help.paintscout.com/support/dashboard-and-reports/reports/declined-estimates-report.md): Analyze lost projects by viewing declined estimates with breakdown by type, job size, decline reason, and team member.
- [Additional Work Report](https://help.paintscout.com/support/dashboard-and-reports/reports/additional-work-report.md): Track all approved change orders and extra work added to estimates and invoices with approval dates and totals.
- [Options Accepted Report](https://help.paintscout.com/support/dashboard-and-reports/reports/options-accepted-report.md): View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade.
- [Estimator Performance Report](https://help.paintscout.com/support/dashboard-and-reports/reports/estimator-performance-report.md): Compare team member sales performance with monthly revenue breakdowns, cumulative totals, and estimator comparison graphs.
- [Outstanding Invoices Report](https://help.paintscout.com/support/dashboard-and-reports/reports/outstanding-invoices-report.md): Monitor unpaid invoices and accounts receivable to ensure timely payments and maintain healthy cash flow management.
- [Payments Report](https://help.paintscout.com/support/dashboard-and-reports/reports/payments-collected-report.md): Track payments with sorting, filtering, statuses, and export options.
- [Payment Requests Report](https://help.paintscout.com/support/dashboard-and-reports/reports/payment-requests-report.md): Monitor payment requests by status, review payment details, and export results.
- [Financing Reports](https://help.paintscout.com/support/dashboard-and-reports/reports/financing-reports.md): View and analyze Wisetack financing applications and prequalifications to track customer financing status and approved amounts.
- [Integration Sources Report](https://help.paintscout.com/support/dashboard-and-reports/reports/integration-sources-report.md): Track where your estimates originate from by monitoring integration sources like Workglue, Zapier, and other connected apps.
- [Lead Conversions Report](https://help.paintscout.com/support/dashboard-and-reports/reports/lead-conversions-report.md): Track which lead sources bring the most valuable leads with win rates and revenue data by source.
- [Sales Events Booked Report](https://help.paintscout.com/support/dashboard-and-reports/reports/events-booked-report.md): Track booking trends and sales event volume to manage workload and plan ahead for estimate appointments.
- [All Deals Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-deals-report.md): View a complete overview of all deals in your CRM with pipeline health, deal stages, types, and value breakdowns.
- [Deal Tag Summary Report](https://help.paintscout.com/support/dashboard-and-reports/reports/deal-tag-summary-report.md): Analyze tagged deal performance including deal count, total value, and average value by tag category.
- [New Leads Report](https://help.paintscout.com/support/dashboard-and-reports/reports/new-leads-report.md): Track new leads received and their sources to evaluate lead generation performance across channels.
- [Job Costing Report](https://help.paintscout.com/support/dashboard-and-reports/reports/job-profitability-report.md): Track revenue, costs, and profit margins across your jobs to understand job costs and profitability.


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