I’m looking to setup a KPI dashboard for our sales team, essentially displaying number of quotes sent, quotes accepted, and jobs processed (the step after accepting a quote). Broken down by user, per month.
We add leads/jobs as ITEMS. And have a STATUS column that gets changed to “Quote Sent, Quote Accepted, Job Processed”. When a job is marked as ‘Job Processed’ it moves it to another board (making it a bit difficult to use a dashboard pulling live data from the current board)
Ideally we need a dashboard that can record the status changes and create a dashboard reporting how many times each status has been triggered (during the specific time period filtered, usually monthly but helpful if we can filter by any date range + person).
Any suggestions where/how to get started setting this up?
Hi @MichaelMontage 
It sounds like you have a really clear workflow already — great setup! 
For what you’re describing, I’d recommend checking out Time in Status.
Here’s how it can help you:
- It tracks how many times each status is changed (like “Quote Sent,” “Quote Accepted,” “Job Processed”)
- You can filter by user and by any date range — monthly, quarterly, weekly, you name it
- It shows how often each status was triggered and when
- You can build dashboards and visualize the data easily (no manual counting needed!)
- Plus, you can export the reports if you want to dive even deeper into the numbers
Since your jobs move to another board after “Job Processed,” you might want to capture the data before they move — and Time in Status can help log that history while the items are still on the original board.
Here’s a quick guide to setting it up: How to integrate Time in Status.
Let me know if you’d like a few setup tips — it’s pretty quick to get started! 
