---
title: "JLD05: CRM"
slug: "jld05-crm"
updated: 2026-09-29T10:55:14Z
published: 2026-09-29T10:55:14Z
canonical: "support.joblogic.com/jld05-crm"
---

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

# JLD05: CRM

**Overall Dashboard Filter** - All time data **Open Quotes tab:** Shows the quotes live activity. ● **Filters available** ○ Date Logged ○ Customer ○ Site ○ Job Type ○ Job Category ○ Owner ○ Source ○ Status ● **Number of Quotes** - Total number of quotes logged. ● **Open Quotes** - Count of quotes excluding Approved and Upgraded Quote Status. ● **Quotes Closed** - Count of quotes excluding Outstanding and Quote Sent Status. ● **Total Quoted** - Sell value of all quotes. ● **Total Open** - Sell value of all quotes excluding Approved and Upgraded Quote Status. ● **Total Closed** - Sell value of all quotes excluding Outstanding and Quote Sent Status. ● **Quotes Approved %** - Percentage of Approved quotes. ● **Total quote amount approved** - Total Sell value of all quotes with Approved Status. ● **Quotes Upgraded %** - Percentage of quotes Upgraded to jobs. ● **Total Quote amount upgraded** - Total Sell value of quotes with Upgraded Status. ● **Pipeline by Stage** - Provides the Weighted value (Total Sell * (Chance of Sale / 100 )) per Chance of Sale If Chance Of Sale is blank = No Value, Chance Of Sale is 0% = No idea if they are going to order, Chance Of Sale is 25% = Small chance of closing, Chance Of Sale is 50% = Really good chance of closing, Chance Of Sale is 75% = Verbal Order, and Chance Of Sale is 100% = Order Needs to Upgrade. ● **Source of enquiry** - Count of quotes per Source of Enquiry in a pie chart. ● **Total Sell Per Owner** - Table of Quote Owner with Total sell Amount of Quotes by the Owner. ● **Count Per Quote Status** - Doughnut Graphical representation of Count Per Quote Status. **Outstanding Quotes tab:** ● Data for the quotes which reside under Outstanding status and provides the ability to filter the results by clicking on Site Name, Owner and Job Type. **Quote with Expiry Date tab:** ● Data for the quotes which are due to expire in the desired date range ● Can filter the results by clicking on the Site Name and Owner.