The connected shop / in practice
A total.
With a trail.
A useful dashboard lets you explain the number. Read each measure in its date and salesperson context, inspect the quote records behind it, and carry that context into the next follow-up.
From the sales dashboard to the next follow-up
Read a sales total in its date and salesperson context, inspect the underlying quotes, and follow the record into the next conversation.
Read the film: text & visual description
SlabOS - Salesperson dashboard to records to follow-up (SlabOS-Salesperson-Dashboard-To-Follow-Up-v1)
Transcript of every on-screen message and meaningful visual. 38.0 s, 1920x1080, 60 fps. The video has no voice-over.
0.00-0.15 Opens from black.
0.15 $38,900 - a giant glowing total on its own.
0.60 A TOTAL IS ONLY USEFUL
1.10 IF YOU KNOW WHAT'S IN IT.
3.00-5.20 The total lifts to the top of the frame. A bracket drops from it and four glowing columns rise out of it, each as tall as its quote.
3.45 Over the columns: $17,800 · $9,800 · $7,900 · $3,400. Under them: OPEN QUOTES.
5.20 The four columns fly onto a date axis (JUN JUL AUG SEP OCT). Three more columns rise. A bracket marks the last 90 days: 90D.
5.20 SALES OVERVIEW · YOUR SALES
5.35 Range buttons 30D · 90D · YTD · ALL. 90D is selected at 5.75.
5.50-6.00 Four stat tiles land:
OPEN QUOTES - 4 - $38,900
WON (90D) - $21,400 - 2 QUOTES
WIN RATE - 67% - 2 WON · 1 LOST
QUOTES CREATED - 6 - IN PERIOD
6.20-8.20 OPEN QUOTES lights up. Its four quotes are outlined on the axis, one of them from June, outside the 90-day bracket.
LIVE · IGNORES THE RANGE
8.20-10.20 WON (90D) lights up. The two won quotes inside the bracket are outlined.
CREATED IN 90D · NOW WON
10.20-12.20 WIN RATE lights up. The two won quotes and the one lost quote are outlined.
WON ÷ (WON + LOST)
12.20-13.90 QUOTES CREATED lights up. All six quotes inside the bracket are outlined.
CREATED IN THE LAST 90D
13.90 The dashboard sinks away.
14.10 THE CARD DOESN'T
14.50 CARRY ITS FILTERS.
15.20 WE SET THEM.
16.00 QUOTES, with the toolbar VIEWS · CUSTOMIZE · EXPORT · CREATE. Customize is pressed at 16.40.
16.60 The Customize View panel opens: CUSTOMIZE VIEW, FILTERS, with an add-filter plus.
17.00 Filter: SALESPERSON · IS · (the rep, shown as an avatar dot and initials JR)
17.50 Filter: CREATED DATE · AFTER · JUL 11, 2026
18.00 Filter: CREATED DATE · BEFORE · OCT 10, 2026
18.70 APPLY is pressed.
19.00 APPLY VIEW card: USE TEMPORARILY (APPLIES TO THIS SESSION ONLY — NOT SAVED.) or SAVE AS A VIEW. Use temporarily is selected at 19.40.
20.20 APPLY is pressed.
20.50 The toolbar reads STANDARD VIEW (3 FILTERS). On the left: YOUR SALES · 90D, the tile QUOTES CREATED - 6 - IN PERIOD.
20.55-21.40 The six columns from inside the 90-day bracket lie down and become six list rows:
DRAFT Q-1055 $3,400
VIEWED Q-1051 $7,900
WON Q-1047 $12,800
SENT Q-1042 $9,800
WON Q-1039 $8,600
LOST Q-1031 $4,200
21.60 The six rows count off against the giant 6 on the tile. Held until 23.90.
24.10 QUOTES TO FOLLOW UP
Row 1 (amber dot): KITCHEN – ISLAND + PERIMETER - $9,800 - Q-1042 · 12D NO REPLY - "WAITING ON CABINET LAYOUT"
Row 2: ISLAND ONLY - $7,900 - Q-1051 · 6D NO REPLY
25.35 A cursor clicks the Kitchen row. A menu opens at the cursor: GO TO QUOTE / LOG A FOLLOW-UP.
26.05 LOG A FOLLOW-UP is picked.
26.25 FOLLOW-UP NOTES — KITCHEN – ISLAND + PERIMETER
LOG A FOLLOW-UP
26.60-27.45 The note is typed: CALLED — LAYOUT ARRIVES MONDAY.
CONTACTED ON: OCT 9, 2026
27.85 NEXT FOLLOW-UP: OCT 14, 2026
28.35 LOG FOLLOW-UP is pressed.
28.60 The window closes. Toast: ✓ LOGGED — BACK ON YOUR DASHBOARD OCT 14, 2026
28.90-29.75 The Kitchen row slides off the follow-up card; Island Only moves up. The toast holds until 30.90.
31.00 THE PIPELINE.
31.50 THE RECORDS.
32.00 THE NEXT CONVERSATION.
34.00 The SlabOS mark assembles piece by piece in 3D.
34.90 SLABOS
35.30 SALESPERSON DASHBOARDS.
35.70 slabos.com · BOOK A DEMO →
37.20-38.00 Fades to black for the loop.
Read the measure
Know what the number includes.
The sales overview separates live open quotes from period-based measures. In the walkthrough, open quotes are live and ignore the selected range, while quotes created and won figures use their defined period logic. Read the metric’s meaning before comparing the cards.
- Open quotes show the current open work.
- Check the date basis for period measures.
- Win rate uses won divided by won plus lost.
Inspect the records
Set the filters you mean.
The film explicitly sets salesperson and created-date filters in the quote list. Do not assume that opening a list from a dashboard card carries every filter with it. Review the list’s actual filters, then apply them temporarily or save a view when that is the useful repeatable workflow.
- Confirm the salesperson filter.
- Check both ends of the intended date range.
- Review the records against the measure you are explaining.
Act on the detail
Turn the number into a conversation.
Open the relevant quote to inspect the customer and the next step. A total describes a group of records; the quote gives the salesperson the detail needed for a call or follow-up. Keep the dashboard’s context clear as you move from analysis into the customer workflow.
- Open the quote you intend to work on.
- Read its current status and customer context.
- Continue the follow-up from the record.
Questions about Salesperson Dashboards
Does the date range change the live open-quotes card?
In the demonstrated sales overview, open quotes are a live measure and ignore the range. Period measures have their own date logic.
How is win rate explained in the film?
It is won divided by won plus lost within the measure’s defined context. Read that context before comparing it with a differently filtered quote list.
Will the quote list automatically have all the card’s filters?
Do not assume it will. The walkthrough sets salesperson and created-date filters explicitly before reviewing the records.
Can I keep a useful set of filters?
The view workflow offers a temporary session view or a saved view. Choose the option that matches how you intend to use those filters again.
See it in your shop
One workflow.
Part of the whole shop.
Walk through the details with our team.
Book a demo ↗Published by SlabOS · Workflow documentation reviewed October 7, 2026.