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# Navigating the Proquiro dashboard

Learn the sidebar layout, floating action button, and key screens like Lead Sites, Map View, and Audit Logs.

3 min readUpdated Mar 10, 2026

In this category · 5 articles

[Signing up for Proquiro](/help/getting-started/signing-up)[Completing the onboarding walkthrough](/help/getting-started/onboarding-walkthrough)[Navigating the Proquiro dashboard](/help/getting-started/navigating-the-dashboard)[Installing Proquiro on your phone](/help/getting-started/installing-the-mobile-app)[Understanding the team performance dashboard](/help/getting-started/team-performance)

## Getting Started

[Signing up for Proquiro](/help/getting-started/signing-up)[Completing the onboarding walkthrough](/help/getting-started/onboarding-walkthrough)[Navigating the Proquiro dashboard](/help/getting-started/navigating-the-dashboard)[Installing Proquiro on your phone](/help/getting-started/installing-the-mobile-app)[Understanding the team performance dashboard](/help/getting-started/team-performance)

The dashboard is your home screen in Proquiro, giving you a real-time snapshot of your lead pipeline, team activity, and key performance indicators. Everything you need to make decisions is right here.

![Dashboard overview](/help/screenshots/dashboard.png)

## Key sections

### Performance Snapshot

At the top of the dashboard, five metric cards summarise your pipeline at a glance:

- **Total** — every lead site in the system, regardless of status
- **Active** — leads your team is currently working on
- **Closed** — successfully closed leads (the number you want to grow)
- **Dropped** — leads your team has consciously moved on from
- **Rejected** — leads that didn’t meet your criteria

Each card shows the current count and a percentage change compared to the previous period, so you can spot trends without digging into reports.

### Pipeline Momentum

Below the snapshot, three cards track how fast your pipeline is moving:

- **Leads Received** — a chart showing new leads over time, useful for spotting intake patterns
- **Conversion Rate** — the percentage of leads that convert to Closed
- **Range Momentum** — pricing trend across your active pipeline, so you can see where the market is heading

**Tip:** Check Pipeline Momentum at the start of each week. A dip in Leads Received or Conversion Rate is easier to course-correct when you catch it early.

### Intelligence Layer

The **Advanced Metrics** section surfaces deeper signals that aren’t obvious from headline numbers:

- **Avg Close Time** — average days from lead creation to close
- **Stalled Leads** — leads with no activity beyond a threshold (these deserve your attention first)
- **Dropoff Rate** — percentage of leads that drop out of the pipeline
- **Resolution Rate** — how quickly issues or tasks are resolved
- **Close Share** and **Active Share** — proportional breakdowns of your pipeline

### Top Districts

A ranked view of the districts where your leads are concentrated. This is especially useful for spotting geographic clusters and planning field visits efficiently.

### Team Performance

A table showing each team member’s performance with columns for **Source**, **Leads**, **Closed**, **Stalled**, and **Conversion**. See [Team Performance Dashboard](/help/getting-started/team-performance) for details.

### Tasks

A summary of upcoming and overdue tasks across the team. Overdue items surface first so nothing slips through the cracks.

### Recent Activity

A feed showing the latest actions across your organisation — status changes, document uploads, task completions, and more. Think of it as the pulse of your team’s work.

## Navigation sidebar

The left sidebar gives you access to all major sections:

- **Dashboard** — the home screen described here
- **Lead Sites** — view and manage your land acquisition pipeline
- **Competitors** — monitor competitor projects and pricing
- **Nearby Places** — schools, hospitals, and other points of interest near your sites
- **Map View** — see leads and competitors plotted on an interactive map
- **Tasks** — track and assign team tasks
- **Notifications** — in-app alerts for assignments, status changes, and more
- **Team** — manage team members and roles
- **Audit Logs** — a chronological record of all actions (Admin and Owner only)
- **Settings** — account profile, billing, and preferences

## Quick actions

Tap the **floating action button** (the round button at the bottom-right of the screen) to quickly create a new:

- **Lead Site**
- **Competitor**
- **Nearby Place**
- **Task**
- **Team Member**

**Tip:** The floating action button is available from any screen, not just the dashboard. It’s the fastest way to capture a new lead while you’re in the middle of something else.

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## Related articles

[Getting StartedInstalling Proquiro on your phone](/help/getting-started/installing-the-mobile-app)[Getting StartedCompleting the onboarding walkthrough](/help/getting-started/onboarding-walkthrough)[Getting StartedSigning up for Proquiro](/help/getting-started/signing-up)