KD DASHBOARD

Deal file buy · costs · sell

Block 50:00

New machine

Time on market is calculated from date listed → date sold (or today, Eastern). Cost lines are edited on the deal card after save.

New wanted

Header after save is the machine / size line.

New spec

Dimensions

Spec rows

Files (relative href, no PDF bytes)

Brochures stay as relative spec-library/… links. Specs are not deal rows.

Scoreboard

Click a card to log it. Add lead drops a card on the Lead column.

Goals & progress

Daily, weekly (×5 weekdays), monthly (×22).

Dials Contacts Emails Leads Quotes

This week

Day Dials Contacts Emails Leads Quotes

This month

Week of Dials Contacts Emails Leads Quotes

Add buyer / seller

Contact CRM — name, company, method, machine type, budget, timeline.

Filters

Contacts

Currently active deals

Machine, company, deal #. Check the stage as it happens. Dates for inspection and loadout.

Technicians / service contacts

Type, name, company. Save, then click the row for the card and notes.