Dashboard

Track sales team performance and analyze key business metrics in PaintScout.

Start here: Begin with Dashboard Metrics and Filtering the Dashboard.

The Dashboard is your quick view of estimate performance in PaintScout. Use it to monitor sales activity, review conversion metrics, filter results, and open Leaderboards.

In this section

• Dashboard Metrics — Learn what each metric means, including Sales, Total Estimates, Estimates Open, Win Rate, Dollars Won, and Close Rate
• What is Close Rate? — Understand how Close Rate differs from estimates that remain open
• Filtering the Dashboard — Narrow Dashboard data by date range, estimate type, and estimator
• PaintScout Leaderboards — Compare Sales and Win Rate performance across the PaintScout network

Need deeper analysis? Use Reports for detailed reporting across estimates, invoices, payments, and team performance.

Related articles

Dashboard Metrics

Learn what each dashboard metric means including sales totals, win rate, dollars won, close rate, and open estimates tracking.

Filter & Export Estimates

Use advanced search criteria to filter estimates and export results to CSV files for external analysis and record keeping.