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When you log in, the first thing you’ll see is your dashboard — a snapshot of how your estimator is performing this month. Here’s what each section means.

Metric cards

At the top of the dashboard, four cards give you a quick read on the month’s activity.
CardWhat it shows
EnquiriesFamilies who completed an estimate and chose to leave their contact details
EstimationsTotal estimates completed, including anonymous ones where no details were left
Average EstimateThe mean dollar value across all estimates completed this month
The difference between Enquiries and Estimations tells you how many families built an estimate but chose not to get in touch. That’s completely normal — many people are in early research mode.

Monthly activity chart

Below the metric cards, a chart shows estimate completions over time. You can see whether activity is building across the month, spot quieter periods, or notice a spike after a new listing or referral.

Service type breakdown

A simple split showing what proportion of estimates were for cremation versus burial (and any other service types you’ve configured). Useful for understanding demand and making sure your pricing is competitive in the right areas. This section shows which individual options families are choosing most often across your categories. If a particular coffin, venue, or catering option keeps appearing, that’s useful context for stock planning and how you describe those options.

Recent enquiries

The latest contact requests from families who chose to leave their details. Each entry shows the family’s name, contact information, and when they submitted. Click through to see the full estimate breakdown they put together.

Quick actions

Shortcuts to the most common tasks — adding a new option, updating a price, or checking your embed code. These change based on what you’ve recently been working on.
All figures on the dashboard reflect the current calendar month. To see historical data, head to the Analytics section in the main navigation.