--- title: How do I Use the Dashboard? description: Use the Dashboard to view your win and loss percentage, revenue earned and what projects are still open. --- [Skip to content](https://support.sumoquote.com/how-do-i-use-the-dashboard#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en) # How do I Use the Dashboard? ## Use the Dashboard to view your win and loss percentage, revenue earned and what projects are still open. ### An Overview of the Dashboard ### Tracking Revenue in the Dashboard Learn how to track your project revenue, wins, and losses on your Dashboard. #### Turn on Dashboard Tracking 1. Go to **Configuration > Account Settings > Project Settings** 2. Under **Project Revenue Settings** toggle on **Auto generate project revenue**. Revenue will be automatically added to the Dashboard when a quote is signed. #### Change Your Project Revenue Dollar Value 1. Open any project. 2. Click on **Project Settings** in the top right corner. 3. On the **Project Details** tab, enter a value under **Project Revenue**. 1. Make sure to check the box next to the Quote in the dropdown to ensure that your revenue shows the proper amount. 4. This amount will be automatically added to the **Project Details page** (which shows all your reports and customer details), the **Dashboard**, and in the corner of each project on the **Project Home page**. #### What is tracked in the Dashboard: All projects with a revenue value will show up in your Dashboard. Only "Won" projects will automatically have a revenue generated, in the case of an "Open" or "Lost" project, the revenue needs to be manually updated (see instructions above). - **Open** Status - All projects are set as "open" when they are created. - To track an open project in the Dashboard, a minimum value of $1 must be entered into the **Project Revenue**. - **Won** Status - A won project is a project with a signed quote. - When enabled, won projects automatically generate a project revenue and are added to the Dashboard. - You can manually adjust your project revenue and choose to show a single quote revenue if there are multiple signed quotes within a project, or add a custom revenue. - **Lost** Status - A lost project is one that doesn't have a signed quote. This status must be manually set by the user. - A project revenue must be entered manually and must be a minimum of $1. 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