Every opportunity you've run, by day, week, month, year to date or all time
Tap See All Opportunities on the dashboard and the See More Leads page opens on your whole book. The buttons across the top slice it: Today, Yesterday, This Week, Last 30 Days, YTD and All Time. The totals above the list — opportunities, sales, commission and canceled contracts, with the cancels you saved in green — follow whichever one you pick.
Inside that window the jobs are grouped by day. Each day is one bar with a small chip per job in its result color, so a busy month is still a short page: today is open, and every other day stays folded until you tap it. Tap a chip to jump straight to that job. Tap any card and it opens into the full customer card — status, quote, photos, paperwork and install date — one at a time, so you can work down the list without losing your place.
Sort by newest, oldest, highest contract price or what needs attention, or show only sales, demos, no demos or cancels. The search bar looks through all time — a name, phone, street, job number, product, status or date — whatever window is showing. For one dense grid of everything, Sheet View is one tap away at the top of the page.
- Today, Yesterday, This Week, Last 30 Days, YTD, All Time — one tap each
- The totals follow the window you pick, saved cancels in green
- One bar per day, a colored chip per job; tap a chip to jump to it
- Tap a card to open the whole job, one card at a time
- Tap See All Opportunities on the dashboard.
- Pick the window across the top: Today, Yesterday, This Week, Last 30 Days, YTD or All Time.
- Tap a day's bar to open it, or one of its chips to jump straight to that job.
- Tap a card to open it. Search or sort to narrow the list.
What it does, step by step
- Tap See All Opportunities on the dashboard.
- Pick the window: Today, Yesterday, This Week, Last 30 Days, YTD or All Time. The totals at the top follow it.
- The jobs are grouped by day. Today is open; tap any other day's bar to open it, or one of its colored chips to jump to that job.
- Tap a card to open the full customer card: status, quote, photos, paperwork and install date. One card opens at a time.
- Sort by newest, oldest, highest contract price or needs attention, or show only sales, demos, no demos or cancels.
- Search all opportunities, all time, by name, phone, street, job number, product, status or date.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Finding an old job | 5–10 min scrolling or searching Salesforce | Seconds with search |
| Counting a week's or a month's results | 10–15 min | One tap on the period |
| Opening a job's whole story | Several tabs | One card |
Typically 1–2 hours a week.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Working from the wrong period's numbersThe totals and the list follow the same period button.Guesstimate: no mismatched counts
- A job lost in a long listEach day folds into one bar with a chip per job, and search covers all time.Guesstimate: fewer forgotten follow-ups
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repYour whole book, sliced any way, in seconds.
- Office & installersFewer "can you look up" calls.
- The customerA rep who finds their job straight away.
- The managerAny period's results without a report.
Feature LHM-F-54 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy