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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 | 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.

  • Mel Gibbons commented  ·   ·  Report

    Dashboard: - Can you please add Quotes as an option for the dashboards. Easier way to manage, follow up on quotes.

  • Stephan Borg commented  ·   ·  Report

    Very critical, especially since quotes are a step before invoicing.

  • Jill (last name) commented  ·   ·  Report

    It is absolutely critical that we can track quotes and see the value of quotes in a report.

  • Jo (last name) commented  ·   ·  Report

    It is absolutely critical that we can track quotes and get a report on the quotes that we have.

  • Karen MacKenzie commented  ·   ·  Report

    It is crucial we track quotes and get a report on the quotes we have.

  • Steven McAneney commented  ·   ·  Report

    Quotes are just as important as invoices with regards to potential income and forecasting. A simple number of quotes and total quoted value would be sufficient to start off with, then you could develop more detail depending on the uptake of the widget?

  • lorna McDonald commented  ·   ·  Report

    This would be very helpful, would really benefit us tracking the rejected quotes.

  • Paula Kench commented  ·   ·  Report

    It would be very useful to have this feature on the dashboard, it would make sense for it to be in this layout as it follows on nicely from the Sales Invoices and bills.

  • Kathleen Lewis commented  ·   ·  Report

    It really makes sense to see the value of outstanding quotations on the dashboard. To understand where we are as a business I need to see what is owed, what is to be paid and the possible revenue available by converting quotes - please please add this.

  • Vange Markou commented  ·   ·  Report

    Hello,
    It would be very helpful to see quotes on the Dashboard in between budget and sales. This would allow follow up on quotes by account to drive activity re: budgets.
    Hope that makes sense. I would also like to see Xero have an internal CRM feature one day.

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