The Company Overview dashboard is now cut in half with the Pipeline tab being use for tracking and the Awarded page for analyzing performance.
The Company Overview page is the data command center of the RhinoDox Pro dashboards. Historically this dashboard was rooted in sorting and filtering by the Bid Due Date (among other data fields) to track the progress of projects through the pipeline. We found that while this use is very important for tracking projects, it could be limited in reporting on Wins, Losses, and some the financial aspects of analyzing bids.
At the top of the page you'll now see the Bid Due Date and Awarded Date showing a month, day, and year range. If your filters are clear, this box is automatically showing you earliest and latest Bid Due Dates on the Pipeline page, and earliest and latest Awarded Dates on the Awarded tab. If you configure the date range filter beneath, the data on the page will change according to what you entered. As always, click the "Reset Filters" button to remove the filter settings from the top of the page.
Watch the walkthrough video below to see how these tabs can be used: