Using the IR Deal Dashboard and Activity Tools
Purpose
IR Deal provides tools for tracking rental activity, reviewing work in progress, and monitoring key metrics.
Dashboard Reports
The dashboard includes:
- Revenue Totals
- Contracts Opened
- Credits
Activity Log
The Activity Log displays:
- Started deals
- Saved work
- Quotes
- Call-Off requests
Users can return to incomplete work without restarting the process.
Project Search
Project Search provides:
- Jobsite visibility
- Customer jobsite searches
- Equipment location information
To-Do List
The To-Do List can track:
- Lost Deals
- Quotes
- Call-Offs
- Reminders
- Leads
Tasks may be associated with a customer and include reminder dates.