Manager dashboard

Areas to work on

Pipeline

Where every open job is now, and what has been won in the period.

Team

Per designer for the period above. "Quiet" is an open job nobody has touched for 3 weeks.

Designer activity

When each person last signed in and was last using the app. "Days active" is the last 30 days. Only managers and admins can see this.

Origin notes pop-up

After a designer finishes the survey, the windows survey or the quote, a pop-up offers AI-written notes to copy and paste into Origin. Switch it off once the Origin link is working. Only admins can change this.

Form over time

Each designer over the last 30 days, 3 months and 6 months. "Sit to sale" is the share of first sits that ended in a sale. Value per sit is sold value divided by sits. The badge compares 3-month sit to sale with the team (needs 3+ sits); the arrow shows the last 30 days against their 6-month figure. Very recent sits may still be deciding, so the newest figures can rise.

Brands

Customer vault activity

Last 90 days. Not affected by the period above. Time is only counted while the page is on screen.

When customers look (UK time)

Sent a PIN but not opened