Dashboard

Saturday, 1 August 2026 · Crawley showroom operations

AM
Alex MorganSuper Admin

Business overview

Live operational snapshot for quotations, customers, installations and revenue.

Monthly revenue
£48,760 12.4% vs last month
Active jobs
27 5 new this week
Pending quotes
14 4 require follow-up
Customer satisfaction
4.8/5 Based on 186 reviews

Revenue & confirmed bookings

Last 8 months
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug

Recent activity

Operational timeline
Quote #Q-1048 approved

Sarah Bennett · £3,420 · 12 minutes ago

Job moved to installation

J-2084 · Horley · 38 minutes ago

New customer added

Michael Turner · Crawley · 1 hour ago

Deposit received

Invoice INV-882 · £980 · 2 hours ago

Customer records

Manage contact details, addresses, enquiries, quotations, jobs and communication history.

CustomerContactLocationServiceLifetime valueStatusActions
SB
Sarah BennettCUS-1028
07700 912845
sarah.b@email.com		Crawley, RH10Carpet & fitting£6,820Active
MT
Michael TurnerCUS-1029
07700 834122
m.turner@email.com		Horley, RH6LVT installation£4,260New lead
LW
Laura WilsonCUS-0984
07700 540991
laura.w@email.com		Horsham, RH12Laminate supply£2,940Completed
RP
Redwood PropertiesCUS-0911
01293 441208
ops@redwood.co.uk		Crawley, RH11Commercial flooring£18,700Active

Jobs & services

Control measurements, product selection, preparation, delivery and fitting schedules.

J-2084 · Whole-home carpet

Sarah Bennett · Crawley RH10

In progress
Assigned fitterDaniel Reed
Job value£3,420
Install date04 Aug 2026
Rooms4 rooms + stairs
68% complete · Materials allocated

J-2087 · LVT kitchen & hall

Michael Turner · Horley RH6

Scheduled
Assigned fitterChris Hall
Job value£4,260
Install date08 Aug 2026
Area46 m²
32% complete · Deposit paid

J-2075 · Office carpet tiles

Redwood Properties · Crawley RH11

Awaiting stock
Project leadEmily Shaw
Job value£8,940
Install date15 Aug 2026
Area210 m²
45% complete · Stock ordered

Pricing & quotations

Create itemised estimates for flooring, underlay, preparation, delivery and fitting.

Quotes sent this month£82,450
Approved value£51,920
Average conversion62.9%
QuoteCustomerItemsSubtotalVATTotalStatusActions
Q-1048
01 Aug 2026		Sarah BennettCarpet, underlay, fitting£2,850£570£3,420Approved
Q-1049
01 Aug 2026		Michael TurnerLVT, screed, fitting£3,550£710£4,260Sent
Q-1050
01 Aug 2026		Jenny CollinsLaminate supply only£1,125£225£1,350Draft

Job tracking

Track every project from new enquiry to measurement, quote, stock, fitting and completion.

JobCustomerCurrent stageNext actionOwnerDeadlineProgress
J-2084Sarah BennettMaterials allocatedConfirm fitter arrivalDaniel Reed04 Aug 2026
J-2087Michael TurnerMeasurement bookedSite measure & photosChris Hall03 Aug 2026
J-2075Redwood PropertiesStock orderedConfirm supplier ETAEmily Shaw06 Aug 2026
J-2062Laura WilsonCompletedRequest reviewDaniel ReedCompleted

Users & permissions

Create staff accounts and control access to customer, quote, finance and job-management functions.

System roles

5 configured roles
Super AdminFull system access · 1 user
Showroom ManagerCustomers, quotes, jobs · 2 users
Sales AdvisorLeads and quotations · 4 users
Fitter / InstallerAssigned jobs only · 6 users
AccountsInvoices and payments · 1 user

Super Admin permissions

Control which modules and actions are available to this role.

Customer managementCreate, edit, export and archive customer records
Quotes & pricingCreate prices, discounts, quotes and approve margins
Jobs & schedulingAssign fitters, dates, stages and completion status
Finance visibilityView revenue, deposits, balances and VAT totals
User administrationCreate users and modify role permissions
Action completed