Company Summary

The Company Summary dashboard is so you can track your growth (or lack of) based on the month to date (MTD), last 30 day window, or last 90 day window.

Revenue:

  • Large number indicates $ amount for each time period (month to date, last 30 days, last 90 days)
  • Green = growth, red = decline.
  • Smaller % indicates how large of an increase or decrease occurred

Orders:

  • Large number indicates count of orders for each time period (month to date, last 30 days, last 90)
  • Green = growth, red = decline
  • Smaller superscript number = count of new orders from year over year comparison (in each time period)
  • % indicates the rate of change from year over year comparison in each time period (again green = growth, red = decline)

Clients:

  • Large number indicates count of new accounts added for each time period (month to date, last 30 days, last 90 days)
  • Green = growth, red = decline
  • Smaller superscript number = count of new accounts from year over year comparison (in each time period)
  • % indicates the rate of change from year over year comparison in each time period (again green = growth, red = decline)

Leads:

  • Large number indicates count of new leads added for each time period (month to date, last 30 days, last 90 days)
  • Green = growth, red = decline
  • Smaller superscript number = count of new leads from year over year comparison (in each time period)
  • % indicates the rate of change from year over year comparison in each time period (again green = growth, red = decline)