Using Reporting

Open Reporting in the sidebar for a live snapshot of quotes, invoices, jobs, and today’s schedule.

Open Reporting

1. In the sidebar under Tools, click Reporting.
2. QuoteBolt opens the reporting page. The top bar shows a greeting, not a separate Dashboard title.

Older bookmarks to Dashboards redirect here.

What you see

Metric cards

Four cards for this calendar month (your timezone):

• Quotes sent
• Quotes accepted
• Invoices sent
• Invoices paid

Each card links to quotes or invoices.

Invoices Paid Monthly

This month’s paid total plus a six-month paid trend when you have history.

Schedule and follow-ups

• Today's schedule — appointments for today
• Appointments This Week
• Quotes Pending — sent or viewed quotes waiting on the customer
• Overdue Invoices
• Jobs Ready to Quote or Ready to Invoice when those lists have work

Use the section link into the matching filtered list. There is no date-range picker on Reporting — windows are fixed (today, this week, this month, six months).

What happens next

1. Send an invoice
2. Create an invoice
3. Send your first quote

Good to know

• There are no separate Pipeline, Revenue, or Operations dashboard pages. Reporting is the one app surface.
• Stripe payout activity lives under Settings, then Payments — not inside Reporting.
• The admin Dashboard is a different page for admins only.