Give the ability to customize where the Insights dashboard pulls reports from. For example, we often create multiple estimates for a custome
Give the ability to customize where the Insights dashboard pulls it's data from. For example, we often send multiple estimates to a customer because they are unsure which material they would like and want to compare the price difference. The insights dashboard cannot be used for our reports because it is based on estimates and not invoices or jobs. I have one lead that has 2 estimates, now my dashboard tells me I have 2 leads instead of 1. The sales insights also pulls estimates which skews our numbers drastically. I want the ability to pull data based on invoices and jobs created so that we can use the reporting dashboard.