Dashboard KPIs
CRM style- Revenue MTD £48,200 (mock)
- Quotes awaiting sign-off 4 open
- ServiceDesk tickets 2 urgent
Artifis CRM
Renewables operations
Charcoal + Artifis red dashboard — live jobs, pipeline and customer directory as field teams see on NAS.
| 09:00 | Solar survey · LE3 · Ms R. T**** | |
|---|---|---|
| 11:30 | Heat pump install · LE2 · Mr J. W**** | |
| 14:00 | EV charger · LE5 · Mrs K. P**** |
| ART-1021 | Quote sent · £8,400 | |
|---|---|---|
| ART-0998 | Invoiced · £12,100 | |
| ART-1044 | Survey booked |