Revenue & Pipeline
A unified dashboard for tracking all payments received across invoices and monitoring your quote pipeline conversion.
Revenue View
Navigate to CRM > Payments and select the Revenue tab.
Stats Cards
| Metric | Description |
|---|---|
| Collected | Total payments received in the selected period |
| Outstanding | Unpaid invoice balance |
| Overdue | Amount past the due date |
| Recurring Revenue | Monthly recurring revenue from active subscriptions |
Payments Table
Browse all payments with:
- Amount and currency
- Payment method icon (Stripe, Bank Transfer, Cash, Cheque, Other)
- Status badge (Pending, Completed, Failed, Refunded)
- Reference number
- Associated invoice and contact
- Payment date
Filter by date range using preset options (7d, 14d, 30d, 90d, Last Month, 12 Months, This Year) or a custom range.
Pipeline View
Select the Pipeline tab to monitor your quote funnel.
Stats Cards
| Metric | Description |
|---|---|
| Pending Amount | Total value of quotes awaiting response |
| Accepted Amount | Total value of accepted quotes |
| Declined Amount | Total value of declined quotes |
| Conversion Rate | Percentage of quotes accepted |
Quotes Table
Browse all quotes with:
- Quote number and title
- Type (Quote or Estimate)
- Status badge
- Contact name
- Total amount
- Valid until date
Filter by quote type and status to focus on specific pipeline stages.