Where can you track expected value by service type and the monthly profit goal in a gauge?

In Jestor, the CRM dashboard integrated with Omie includes indicators showing the expected value by service type across open deals, plus a visual gauge that tracks progress toward the monthly profit goal.

How these indicators work

Right at the top of the dashboard, indicators show how many deals are hot, warm, or cold, and the expected value by service type based on deals that are in a meeting, new, or in the proposal stage. The monthly profit goal gauge visually displays how much has already been achieved relative to the goal set for the month, making it easier to track without checking separate spreadsheets.

Indicator	What it shows
Value by service type	How much is expected in each service category across open deals
Monthly profit gauge	Visual progress toward the month's profit goal

How to track these indicators day to day

Open the CRM's main dashboard when you log in.
Check the expected value by service type indicator, filtering by deal temperature if needed.
Watch the monthly profit goal gauge to see how much is left to hit the target.
Use filters for owner, priority, and date to refine the analysis.

Why choose Jestor

Goal always visible: the gauge gives an immediate, clear read on how the month's goal is progressing.
View by service: you can see where the expected value from deals is concentrated.
Single, permissioned dashboard: managers see everything, while salespeople see only what's theirs.

Is the profit gauge updated in real time?

Yes, it reflects how deals progress through the sales funnel.

Can you see expected value broken down by salesperson?

Yes, the dashboard's filters let you segment indicators by owner, in addition to service type.

Can the monthly profit goal be reconfigured each month?

Yes, the target used in the gauge can be adjusted based on the goal set for each period.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

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