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Salesperson dashboards and follow-up
Read the pipeline using the same scope as the underlying quotes.
SlabOS provides sales dashboards and pipeline views tied to quote and follow-up work. The operating guide distinguishes personal sales activity, company overview and analytics reports, each with its own filters and metric definitions.
A total is meaningful only with its population. Quotes created during a period, quotes won during a period and current open pipeline are different sets. Likewise, a company card may link to a general list without carrying its original filters into that page. Recheck the destination’s date, salesperson and status rules before reconciling the figures.
Inputs, outputs and an example to evaluate
Inputs: Quote, job, sales and billing records within a stated reporting period.
Outputs: Work queues, sales views and company metrics with drill-down context.
Show one reported total and the sample records that reconcile to it, including the time period.
Scope to understand
Sales measures do not establish collected cash. Visibility and layout changes also do not grant access to restricted sales or financial data.
Public capability guides and product sources
Published by SlabOS. Documentation review: September 15, 2026. Basis: Public product and operating documentation. This article is a workflow explanation, not a newly performed product test.
Related workflows
Where this fits in the SlabOS workflow
Follow this capability into the connected quote-to-install journey:
- Review results & plan the next job: Feed reviewed results back into pricing, estimating, scheduling and the next customer conversation.
Current product capabilities
The built-in analyst answers questions about the shop’s invoice balances, job status, sales pipeline and materials from its own records. The same public page describes reviewed vendor PDF, CSV and Excel imports for colors, thicknesses and prices. Read the AI CFO page →
SlabOS CRM uses quote context on pipeline cards, configurable sales stages and follow-up work. Its public page connects Gmail or Outlook, call history, aging quotes and direct-mail campaigns to the same customer relationships. Read the Pipeline & CRM page →
Explore the capability in context
Continue into the related public explanations for inputs, outputs and scope.
- Countertop shop dashboards and reporting
- Customer accounts and quote defaults
- Countertop quote intake and project requirements
- Email conversations connected to countertop work
- Countertop leads, pipeline and follow-up
Connected product pages and tools
- AI CFO
Explore owner-facing questions about shop records, costs and reporting.
- Pipeline & CRM
Connect the workflow to sales ownership, opportunities and follow-up work.
- Features
Place this capability within SlabOS estimating, production, inventory and office work.
- Customer Portal
See the customer-facing drawing, document and project experience.
- Website Quoting
Explore website intake that produces a drawing and draft for estimator review.