Enter your idea

Xero , although very user friendly and easy to master is lagging in a few areas that are now readily available on other platforms. One platform has 24 widgets to view on a dashboard. Xero has all the information and the same widgets hidden at the back-end of invoices and bills etc. Its time to move those widgets to the actual opening page of Xero. Also, platform number 2 has options to enable the business owner to view one set of widgets on a dashboard whilst his accountant is able to view a totally different set of widgets on his side to enable him to provide his client with more accurate management advice. So its not only the quotes but the whole dashboard of Xero that needs an upgrade.

If this can be added it would be very helpful

Any update on this feature being added?

Quotes should be able to be viewed on the dashboard to keep an eye on Expiry dates and how many are still outstanding.

This would be an excellent enhancement. I asked about this when I first started using Xero a couple of years ago. I am always looking at my open quotes as this is a part of forecasting my income and workload.

Please look at putting this in.

Hi,

Is there any update on this please? As it would make things so much more efficient

Please can quotes be added to the Dashboard and in fact, can the Dashboard be much more customizable.

This would be a fantastic idea to aid with business tracking and follow up and think it should be integrated asap in my option. would greatly improve the Xero interface for users without question

Dashboard Quote Summary

It is suggested to include a summary similar to "Invoices owed to you" in the Dashboard.
The summary can include a link to create a new quote, just like creating a new invoice. Also there can be four amounts:
# Draft Quotes Value
# Sent Quotes Value
# Accepted Quotes Value
# Declined Quotes Value

Respectively these would indicate Opportunities, Forecast, Current work load, and work lost.

The bar chart can show the number of quotes sent for a time period. It can be stacked so that the amount of these quotes that end up being accepted is coloured differently.

This summary could be used to help understand the sales performance side of the business and also to get a quick feel for what the future holds in terms of ability to invoice.

The bottom line, like the invoices summary, can be a tally of how many quotes were accepted out of the number that were sent in the last month/quarter/year. The time period should be configurable because some businesses send out many quotes per week and others operate on a few big quotes per quarter.

It would be useful if there was a section on the dashboard for quotes just like invoices so that we can see current accepted work (accepted quotes), projected work (sent quotes) and potential work (draft quotes).

I need to track my quotes as I use them prior to sending client an invoice.

My biggest customer is the local authority, and I need a purchase order before I can raise an invoice. I send them a quote to get the purchase order. It would be so much simpler to see my outstanding quotes on the dashboard

We use for budgeting purposes and to keep track of what is currently on the pipeline.

Having debtors days on the dashboard as well as a list of outstanding Purchase orders would also be brilliant.

Tracking quotes is a very important matter for all business as it is used to see if the business shows potential growth for the periods ahead.
I would also like to suggest that one should be able to track many different items within Xero on the dashboard. Items my include, top selling items, top customers, debtors days to pay etc. The info is already within Xero so it will not be difficult to populate them as dashboard items.