This article explains every Quotes and Revenue widget, exactly what each one measures, what it does not measure, and how to interpret the numbers without making the wrong assumptions.
If you only skim one sentence, read this:
Quotes show intent. Revenue shows completed work. They are not linked in real time.
WorkPal separates the commercial journey into clear stages:
Quote → Won Quote → Job → Completed Job → Invoice
Dashboards respect this separation.
That means:
Quotes widgets do not show revenue
Revenue widgets do not care about quotes
Invoices are not required for revenue widgets
A “Won” quote does not mean money has been earned yet, it is therefore not included in revenue.
Quotes Widgets – What They Are Really Showing
Quotes widgets are activity and conversion indicators.
They answer:
How much quoting activity is happening?
Are quotes being accepted?
They do not answer:
How much money has been earned
How much money will be earned
Whether work has been completed
Quotes: New Quotes Last 7 Days
What this widget is for
This widget gives a short-term pulse check on quoting activity and acceptance.
It is used to understand:
Whether quoting volume is healthy
Whether customers are accepting quotes recently
Widget details
Widget name: New Quotes Last 7 Days
Format: Pie chart with numbers
Update frequency: Approximately every 1 hour
Date range: Rolling last 7 days (including today)
What this widget measures (this is critical)
This widget tracks two separate quote events, not one.
Quotes generated
This counts:
Quotes that were created in the last 7 days
Regardless of their current status
Status does not matter here.
Open, Won, Lost, Pending all count if the quote was created in this window.
This is a creation metric, not a success metric.
Quotes moved into WON
This counts:
Quotes whose status changed to WON in the last 7 days
Regardless of when the quote was originally created
This is a status-change metric, not a creation metric.
Example:
Quote created 6 months ago
Customer accepts it today
It will appear in WON here
This is correct behaviour.
What this widget does NOT mean
This widget does not mean:
“Quotes created and won in the last 7 days”
“Quotes worth X money”
“Revenue generated from quotes”
If users expect the generated and won numbers to match, they are misunderstanding the widget.
Why numbers often “don’t line up”
Common scenarios that confuse users:
Old quotes being accepted today inflate the WON count
High quote creation but low WON means customers haven’t accepted yet
WON higher than generated means acceptance lag from earlier periods
None of these indicate an error.
What happens when you click the widget
Clicking downloads a report showing:
Every quote counted
Quote creation date
Current status
Date it moved to WON (if applicable)
This report is the proof behind the numbers.
Quotes: New Quotes Last 30 Days
What this widget is for
This widget shows the same information as the 7-day widget, but over a longer period.
It is used for:
Monthly trend analysis
Conversion health over time
Reducing short-term noise
Widget details
Widget name: New Quotes Last 30 Days
Format: Pie chart with numbers
Update frequency: Approximately every 1 hour
Date range: Rolling last 30 days
How this differs from the 7-day version
It doesn’t use different logic.
The only difference is the time window.
All rules around:
Quote creation
Status changes
WON logic
remain exactly the same.
Visibility note
If this widget is missing:
Quotes are not enabled in your system
Or the widget has been disabled in Preferences
This does not indicate missing data.
Screenshot caption:
A 30-day view of quote creation and acceptance. Use this to understand longer-term conversion trends rather than daily fluctuations.
Revenue Widgets – What They Actually Represent
Revenue widgets show earned revenue from completed work, not potential income.
This is the second most misunderstood area after quotes.
Revenue Total Last 7 Days
What this widget is for
This widget shows what revenue has actually been earned recently.
It answers:
How much work has been completed?
What did it cost?
What margin was achieved?
Widget details
Widget name: Revenue Total Last 7 Days
Format: Bar chart
Update frequency: Approximately every 1 hour
Date range: Rolling last 7 days
What this widget measures
This widget includes:
Jobs with a status of Completed
Completed within the last 7 days
For those jobs it shows:
Total revenue (job value)
Total cost
Margin percentage
What this widget does NOT include
This widget does not include:
Open jobs
Scheduled jobs
Quotes (even if WON)
Invoices (paid or unpaid)
Invoices are irrelevant here.
If a job is not marked as Completed, it does not exist to this widget.
What happens when you click the widget
Clicking downloads a detailed revenue report showing:
Each completed job
Job reference
Client
Total price
Total cost
Margin
This report is how you validate and investigate numbers.
Screenshot caption (widget):
Shows revenue, cost, and margin for jobs completed in the last 7 days. Only completed jobs are included.
Screenshot caption (downloaded report):
Shows job-by-job revenue and cost so margins can be validated and investigated.
Revenue Total Last 30 Days
What this widget is for
This widget provides a broader performance view.
It is not for daily decision-making.
It is for trend awareness.
Widget details
Widget name: Revenue Total Last 30 Days
Format: Bar chart
Update frequency: Approximately every 1 hour
Date range: Rolling last 30 days
How to interpret this widget properly
Expect fluctuations day to day
Use this to smooth out spikes
Compare against completed jobs, not quotes or invoices
If revenue feels “low”, the first thing to check is:
Are jobs being marked as Completed?
That is almost always the reason.
Screenshot caption:
A 30-day view of revenue from completed jobs, useful for identifying performance trends rather than short-term swings.
The Most Common “This Is Wrong” Scenarios (And Why They Aren’t)
“We’ve won loads of quotes but revenue is low”
Won quotes are not completed jobs. Revenue only appears after completion.
“Invoices are high but revenue is low”
Revenue widgets do not care about invoices. Completion status is what matters.
“Revenue dropped suddenly”
Jobs were completed earlier or later than expected. Dashboards reflect timing, not intent.
“Numbers don’t match our accounts”
Dashboards are operational. Accounting systems may use different timing rules.
Final Sense Check
Quotes widgets measure sales activity and acceptance.
Revenue widgets measure completed operational output.
They are deliberately separate.
If they always matched perfectly, the system would be lying to you.