When you sign in to IntoAEC, you'll be directed to the Dashboards screen, your central hub for accessing vital information and gaining quick visibility into key data points. Our dashboards are designed to streamline your workflow by consolidating over 13 widgets across various apps onto a single screen.
Leads: The Leads widget provides a snapshot of your lead management metrics, displaying the total number of leads currently in your lead management
Filter Options:
Click on the filter icon
Choose from filter options such as Today, This Week, and This Month to view leads,
Won Widget: The Won Projects widget presents the total number of projects that have been successfully won.
Lost Widget: The Lost Projects widget showcases the total number of projects that have been lost.
Active Leads – These are the leads that are currently open and being worked on.
Snoozed Leads – These are leads that have been temporarily paused and will not be actively tracked until resumed.
lead source
The Lead Source widget in your dashboard provides valuable insights into the origins of your leads. This widget offers two viewing options: Pie View and Table View, each providing a unique perspective on your lead data.
Pie View: When you select the Pie View option, you'll be presented with a graphical representation of your lead data.
Table View: Choosing the Table View option presents your lead data in a tabular format
Lead milestone
Whenever you update the milestone of a lead in your lead management system, it will automatically reflect in the Lead Milestone widget. Whether you move a lead from New to Connected, Initiate Meeting, or Proposal, these changes will be instantly visible in the widget.
Filtering Options:
By clicking on the widget, you can access filtering options to customize your view.
You have the flexibility to filter leads based on timeframes such as Today, This Week, or This Month.
Meeting Event Widget
The Meeting Event widget provides a comprehensive view of your scheduled meetings, categorized into past, today, and upcoming events.
Past Meetings: This section displays meetings that have already occurred. You can review past meeting details and outcomes.
Today's Meetings: Here, you'll find meetings scheduled for the current day. Stay organized and prepared for your day's agenda.
Upcoming Meetings: View upcoming meetings to plan and prepare accordingly.
Usage Instructions:
Navigate to the Meeting Event widget on your dashboard.
Review past meetings, today's meetings, and upcoming meetings in their respective sections.
Stay updated and prepared for your scheduled meetings.
Questionnaire Status Widget
The Questionnaire Status widget allows you to track the status of questionnaires, providing insights into their progress and status updates.
Responded: Questionnaires that have been successfully responded.
Expired: Questionnaires with expired deadlines or validity periods.
Resent: Questionnaires that have been resent to recipients.
Sent Reminder: Questionnaires for which reminders have been sent to recipients.
Filter Options:
All: View all questionnaires regardless of status.
Today: Focus on questionnaires with activity or updates for the current day.
This Week: Review questionnaires with activity or updates within the current week.
This Month: Monitor questionnaires with activity or updates within the current month.
Usage Instructions:
Access the Questionnaire Status widget on your dashboard.
Review the status of questionnaires categorized by sent, expired, resent, and sent reminder.
Utilize filter options to narrow down your view based on specific timeframes.
Proposal Status Widget
The Proposal Status widget provides insights into the status of proposals, helping you track their progress and outcomes.
Resent: Proposals that have been resent to recipients.
Accepted: Proposals that have been accepted by recipients.
Declined: Proposals that have been declined by recipients.
Expired: Proposals that have been not opened and responded by them.
Filter Options:
All: View all proposals regardless of status.
Today: Focus on proposals with activity or updates for the current day.
This Week: Review proposals with activity or updates within the current week.
This Month: Monitor proposals with activity or updates within the current month.
Usage Instructions:
Navigate to the Proposal Status widget on your dashboard.
Review the status of proposals categorized by sent, resent, sent reminder, accepted, declined, and leave suggestion.
Use filter options to refine your view based on specific timeframes.
Most used template
The Most Used Template widget for questionnaires provides insights into the template that is most frequently utilized for creating questionnaires.
Questionnaire Templates: This section displays the questionnaire template that has been used the most. By monitoring this, you can identify popular templates and potentially adjust or replicate them for future use.
Proposal Templates: Here, you'll find the proposal template that has been used the most. Understanding which proposal templates are frequently utilized can help streamline your proposal creation process and improve efficiency.
Recent call log
The call log will be updated here 
Recent Activity
Activity tracking is an invaluable tool for managers to efficiently oversee and monitor user engagements within the platform. It ensures that recent activities are readily visible, facilitating effective management.
The Dashboard in IntoAEC serves as a centralized hub for accessing important data and metrics across various apps. With intuitive widgets providing quick visibility into key metrics such as total leads and won projects, you can streamline your workflow and make informed decisions to propel your business forward
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