Reading the Overview reports
What each figure counts, and why the charts can look empty.
The figures
- Collected: money actually received across all jobs, with the share of what you billed.
- Outstanding: billed but not yet paid.
- Jobs: how many jobs are recorded.
- Open leads: leads not yet Won or Lost.
- Pipeline value: total bid value still in play.
The chart
The pie shows each job type's share of everything you have collected, not what you billed. Group it by job type or by individual job, and sort by share or by name.
The funnel
Beside the chart, a bar per pipeline stage shows how many leads sit there and their combined bid value.
If the reports look empty. They are driven by jobs, not leads. Until at least one job is logged against a client with an amount paid, there is nothing to chart; the card hides itself rather than showing an empty circle.
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