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Dashboard - Track Quotes

Ability to track quotes on the Dashboard

Purpose: This would allow for quick access to do quoting work

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

If there is any change planned in this space we'll be sure to update you on this. 

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  • Anita Robinson commented  ·   ·  Report

    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.

  • Lizelle Coombs commented  ·   ·  Report

    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!

  • Ashley Davis commented  ·   ·  Report

    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.

  • Manny Castaneda commented  ·   ·  Report

    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.

  • Lizelle Coombs commented  ·   ·  Report

    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!

  • Sam Ramone commented  ·   ·  Report

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

  • Sarah Clearwater commented  ·   ·  Report

    I am using the draft invoice feature as a work around because the quote feature isn't available on the dahsboard. I need to be able to see business cash flow at a glance and by seeing qoutes (draft invoices in my case) I know what I have in my pipeline. It would make business management a lot easier if quotes was a dashboard feature.

  • Vanessa Anderson commented  ·   ·  Report

    I also agree, it would be alot simpler to see this from the dashboard.

  • Anita | Botham's of Whitby commented  ·   ·  Report

    It would be so handy to have a small section on the dashboard that just highlighted Quotes (QTY of) and the qyt of quotes in each status. For example, being able to see at first glance how many are in Draft, Sent, Declined, Accepted, Invoiced.
    Presently, you have to 'go looking' to see these, where other areas of the business are shown on the dashboard to get a general overview of work.

  • Joseph Powell commented  ·   ·  Report

    As others have said - This is really important to get a quick view on via the dashboard rather than having to dig in to reports or the quotes areas.

  • Anita Robinson commented  ·   ·  Report

    It's so shortsighted to not have quotes on the dashboard, I would have thought as a product aimed at business that it would be available to have on the dashboard - a visual reminder to follow up on quotes, to forecast needs and to monitor progress of jobs right through to payment. I'm disappointed with the decision to not include this in short term plans.

  • Mel Gibbons commented  ·   ·  Report

    This is really important to keep track and follow up on Quotes

  • Nicholas Bent commented  ·   ·  Report

    Is this feature going to be added anytime soon? Having quotes visible on the dashboard is crucial for comprehensive financial management, providing business owners with immediate access to vital information on pending transactions.

  • Vange Markou commented  ·   ·  Report

    Please focus on the quote section of your software, its where all potential sales start. The filter is so basic.. why can't one filter by tracking category on the same screen? It's so limited. Xero should be a basic CRM at the very least.

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