Sample owner dashboard. Sample records that update as you use the demo.About this demo
One place to see what needs your attention today. Inquiries, projects, approvals and orders here are sample records, and they update when you submit the website inquiry form or act in the client portal. Action buttons change the sample data in this browser; nothing is emailed and nothing is connected to Pferred's real systems.

Good morning, Megan.

Client portal view Open website inquiry form

Your priorities today

Only exceptions and decisions, sorted by due date. Each one has an owner, a reason and a working next action. Routine orders that are on track stay out of this list.

Inquiries and follow-ups

Website inquiries land here with everything the prospect entered. Open one to set a follow-up, assign it, add notes, send a proposal, and create the project when it is won. Contacts and files carry over.

ReceivedContactProjectBudgetSourceStatusOwnerFollow up

Active projects

Client approvals

    Order exceptions

    Orders that are on hold, waiting on you, being verified, or tied to a receiving issue. Everything else is on track.

      Recent activity

        Where inquiries come from Sample analytics

        Last 90 days, by first touch. Illustrative numbers only; the real version counts actual inquiries and the page each visitor came from.

        Manufacturer and product library Sample manufacturers

        Who makes what, typical lead times, negotiated pricing, where you used it before and the approved alternates. Search it from a spec meeting instead of digging through email.