Dashboard - Track Quotes
Ability to track quotes on the Dashboard
Purpose: This would allow for quick access to do quoting work
AdminXero Team
(Admin, Xero)
shared this idea
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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Kevin Bailey
commented
I need to track my quotes as I use them prior to sending client an invoice.
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Debra Thomas
commented
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
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Christa Maritz
commented
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.
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Johann Soekoe
commented
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.