Quotation overview
Review quotation counts and the pending, accepted and rejected status summary. Use the quotation list to identify a proposal that needs a client decision or an updated scope.
Interior Design Business Dashboard
See your interior business overview in one workspace. Review quotations, converted projects, clients, team members and recorded payment totals, then decide which project or client needs attention next.
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Business overview
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Project records
A clearer overview of your interior design business
An interior studio can have several conversations happening at once: a new quotation awaiting review, an accepted project moving into execution and an invoice waiting for payment. An interior design business dashboard brings the recorded status of that work into a shared overview. It gives owners and project managers a starting point for deciding what to follow up, rather than opening every project before the day begins.
Intorza's dashboard shows total quotations, converted projects, clients and team members alongside revenue, amount collected and amount pending summaries. Quotation and invoice status panels help distinguish proposed work from recorded billing and collections. The value is in seeing those records together and opening the relevant workflow when something needs review. Figures reflect the information entered in your workspace; keeping the underlying records current remains part of the team's routine.
See the records behind your business performance
Converted projects
See how much work has moved into projects and review the associated project records. Keep proposal follow-up separate from the coordination needed once a client accepts the work.
Payment visibility
Compare recorded amount collected and amount pending with the invoice status summary. Open the supporting invoice or project before contacting a client about an outstanding balance.
Client and team context
Review client and team totals alongside the work in progress. These counts provide context for the business overview; individual client records and team assignments explain who is involved.
Turn the overview into a useful daily review
Start with decisions that unblock work
Check quotations that still need a decision before treating them as confirmed projects. Agree which person will follow up, what information the client needs and whether the proposed scope is still current. A status panel is useful when it leads to a specific next action. Avoid changing a proposal to accepted simply to clear the pending list; record the decision after the client confirms it.
Separate project progress from payment follow-up
A project can be active while an invoice is unpaid, and a client payment can be recorded before all work is complete. Review the project and billing records together when planning the next conversation. The dashboard provides a summary, while the detailed record supplies the quotation, invoice and payment context needed to understand the figure.
Finish with a record-quality check
Before relying on a summary, make sure quotations have the right status, client records are recognizable and payments have been entered against the correct work. Ask the team to update changed details as part of their normal handover. Consistent records make the next review easier and reduce the chance of following up on work that has already moved forward.
Build a repeatable dashboard review in four steps
- 01
Open the business overview
Sign in to Intorza and choose Dashboard. Review the quotation, project, client and team totals to establish the current workspace context.
- 02
Check quotation decisions
Look at the pending, accepted and rejected summary. Open the quotation workflow to review any proposal that needs a decision, revision or client follow-up.
- 03
Review billing records
Compare invoice status with the recorded collection and pending totals. Check the supporting details before deciding whether a reminder or correction is needed.
- 04
Update and follow through
Record the result of the review in the relevant workflow. Revisit the overview after updating the source records so the next team member works from the same context.
Understand the different questions each summary answers
These summaries support different business decisions. Read the label and open the detailed record rather than treating every figure as the same measure of performance.
- Quotation status: what has the client decided?
- Pending, accepted and rejected proposals describe a quotation decision. A proposal total alone does not establish that a client has paid or that installation work is complete.
- Converted projects: which work has moved forward?
- The project count gives context about work represented in the project workflow. Review each project's associated records for its scope and financial summary.
- Invoice status: what is recorded as billed?
- The invoice summary groups billing records by their recorded status. Review the invoice details and relevant payment entries when answering a client's billing question.
- Collected and pending amounts: what needs checking?
- Collection summaries reflect recorded payments and balances. They do not establish a live bank balance, profit calculation or automatic bank reconciliation. Verify entries against your own supporting records.
A practical checklist for a reliable business overview
- Use clear client and project names so the team opens the right record.
- Update quotation decisions after confirmation and review proposals that have changed scope.
- Keep billing and payment entries current before relying on collection summaries.
- Check the source record before sending a client reminder or sharing a financial figure.
- Use the same review routine across the team so status changes have a consistent meaning.
Explore the interior quotation workflow to see how the agreed scope becomes a proposal, or ask our team about your requirements.
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Business Dashboard FAQs
What is an interior design business dashboard?
It is an overview of the records used to run an interior studio or contracting business. Intorza brings quotations, converted projects, clients, team totals, invoice status and recorded payment summaries into one dashboard so you can decide what to review next.
Which business metrics can I see in Intorza?
The dashboard shown here includes total quotations, converted projects, total clients and team members. It also displays revenue, amount collected and amount pending summaries, plus quotation and invoice status panels. Open the corresponding detailed records to understand a particular total.
Is the dashboard suitable for a small interior studio?
A small team can use the overview to review proposal decisions and billing records without first opening every client or project. Start with clear naming and a routine for keeping statuses and payment entries current; those habits make the summaries more useful as work grows.
Does the dashboard automatically reconcile bank transactions?
This page describes the recorded business overview, not a bank-reconciliation integration. Check your own payment evidence and update the relevant records before relying on collected or pending figures. A dashboard summary should not be treated as a live bank balance or profit statement.
Can I manage quotations and invoices alongside the dashboard?
Yes. Intorza includes quotation and invoice workflows in the same product workspace. Use the dashboard for an overview, then open the relevant quotation, project, client or invoice area to review the details and take the next action.
How do I evaluate whether the dashboard fits my workflow?
Use a representative client and project to review the relationship between a quotation, its recorded decision and any associated billing. Ask the team to follow the same status conventions. Contact Intorza if you need help understanding the plan or workflow before adopting it.
Connect this step to the rest of your interior workflow
Explore the relevant tools and guidance before choosing the next step for your project.
- Manage converted interior projects
Review accepted work alongside quotations, invoices and recorded project totals.
- Track interior invoices and payments
Understand invoice balances, partial payment records and outstanding amounts.
- Organize client and billing records
Review each client's projects, billed amounts, payments and balance before follow-up.
- Organize site measurements
Create site project records, add a location and assign responsibility before preparing a proposal.
- Prepare the interior quotation
Turn a verified scope into an itemized proposal with quantities, rates and client terms.
- Discuss your studio workflow
Ask about dashboard records, plan options and getting started with your team.
Give your next project review a clearer starting point
Open Intorza to explore the dashboard, or talk to our team about connecting your studio's quotation, project and billing workflow.