> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the Sales dashboard

> Understand estimate activity, conversion and recently accepted deals.

**Open:** **Sales**. Use the representative selector if your role offers it.

## Read the main areas

* **Sales metrics:** estimates sent, acceptance, open outcomes and lead-to-deal conversion. Check each metric's period and definition.
* **Qualified Lead Flow:** assigned leads and their progress toward an estimate or outcome.
* **Monthly Deal Goal:** recorded wins against the displayed goal.
* **Appointments:** upcoming conversations that support active opportunities.
* **Recently Won Deals:** recently accepted work to review for the delivery handoff.

Live metrics are calculated from assigned leads and owner-visible estimates. Use **Pipeline**, **Customer records** and **Quotes** for record changes.

## Review a result

Choose the intended representative, inspect the metric or recent win and open the underlying customer/quote. Confirm the offer outcome and any remaining acceptance, deposit or finance requirements. A won-deal count is not a cash-collected total.

For call volume, connected minutes, the heatmap and recordings, open [Reporting → Sales & Pipeline](/reporting/sales-pipeline).

## ArgonixIntelligence in this workflow

The sales brief helps identify follow-up and recently accepted work. Use the actual offer and customer history to decide what happens next.


## Related topics

- [Understand the dashboards](/reporting/overview.md)
- [Use Rep Overview](/reporting/rep-overview.md)
- [Review sales, calls and the heatmap](/reporting/sales-pipeline.md)
- [7. Get ready for your first customer](/sales-onboarding/ready.md)
- [Use the Accountability Report](/reporting/accountability.md)