Filtering the Dashboard

Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.

PaintScout's dashboard filters let you refine your sales metrics by date range, estimate type, and individual estimator. The filters are located at the top of your Dashboard.

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What filter options are available?

Filter by Date

Select a predefined date range or create a custom range from the drop-down menu to view metrics for a specific time period.

Once you've selected a date range (except for custom), it will remain selected until you change it.

Filter by Estimate Type

Select one or multiple project types from the Estimate Type drop-down to see performance data for specific project categories.

Filter by Estimator

Select a team member's name from the drop-down to view their individual performance metrics.

Related articles

Search for an Estimate

Find estimates quickly using search by contact name, estimate ID, job address, value, or advanced filtering with export options.

Filter & Export Estimates

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

Archiving Estimates

Archive estimates as a soft delete option to clean up your active list while keeping records accessible for reports.

Estimate Actions

Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive.