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Hi Xero Team. Very happy with the update done. I know Xero is an accounting focused software, but I believe a lot of us use it as a full company software. Would be nice if we can add some sales widgets in the main homepage.
For example: One way to see Quotes Sent, Quotes Accepted and Quotes Invoiced in $.
Keep up the good work.
Thanks

Add a widget for managing quotes. So easier to quickly convert quotes into invoices and view them etc.

A list of sent quotes not yet accepted/declined quotes, sorted by sent date would be helpful with a direct "follow up" email button.

The widgets on the new dashboard are useful for someone in an Accounts Dept, but irrelevant to sales people. Please add widgets for the status of quotes and purchase orders.

Would be useful to have a guide for the sales funnel on the same platform.

I love this idea and have thought for a long time that having a Dashboard Widget for Quotes would be not just really useful - but actually quite essential.

Initial Client engagement often starts with a Quote so it makes sense to be able to view the sales pipeline alongside billing and associated spend.

The ability to track quotes on the Dashboard would be really helpful. Although I understand Xero is not a CRM, many small business use Xero as such and would highly benefit from a simple glance of the sales funnel. You already have it in SALES OVERVIEW, you could essentially start with just that informacion.
SENT QUOTES APPROVED QUOTES and DRAFT QUOTES.

I really like the ability to quote clients, then convert to invoices, BUT I want to see the QUOTES on a DASHBOARD tile.
It is not a difficult thing, but having to go to multiple screens to get an overview of my business is surely not right!
Come on Xero, give us the QUOTES Dashboard tile please!!

This really should be a feature. Having an overview of the quote statuses is invaluable.

Any update on this request. It seems to be a very logical and important thing to have on the dashboard. I have seen this requested many times over and I personally put a request in, when i first started using Xero in 2019. Its not just about the quick search to the quotes section, its to have an overview on the dashboard for easy view of the status value of the quotes.

I would love this feature!

This is most important. If not adding it as a separate box on dashboard at least add it as a clickable link under invoices with the draft, waiting payment and overdue - this shouldn't be too hard of a change make and will make quotes so much more visable! Please at least do this, if you won't add quotes with accepted, submitted, draft as a separate box.

The dashboard should indeed be far more customizable. I want to decide what to see there. This issue was already asked long ago, from what I can see here, so let's hope Xero comes through for customer service!. As a South African non-profit, we love using Xero, but it is not a small cost for us monthly - so having our client-voice heard will go a long way!

The dashboard in general needs to become way more customisable. This is one of the features sold but is useless to the major majority of users who don't need these current dashboard items.

I am a new user and I am very shocked this is not already on the dashboard. In my assessment, this feature is a very basic dashboard 101 feature, which enables all subscribers to succeed in business. Frankly, I think this is a critical feature, as it is very easy to forget follow-up, unless it is staring at us directly. Hence, losing out on a business opportunity, which generates revenue. I for one start most of my book's activity from my dashboard, and keep referring back to it, so I do not forget important things for me to do.

A fantastic idea and I hope it is implemented!

it is an important way to follow business

That is a pity - having the quotes nicely on my dashboard will also help remind me to follow up on them! It can also help with sales forecasts, etc. I think you should reconsider this as a short term development plan - which I think is much more important that the time you spend changing the invoices, for the worst, I might add, we can now no longer send Xero to Xero invoices, which was so efficient!

This seems like basic functionality and a necessity, especially for anyone in the trades.