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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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  • 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.

  • Shane Fitzgibbon commented  ·   ·  Report

    The ability to have quotes on dashboard is critical. I have a client who is switching from QB to Xero and sends multiple quotes a day. Being able to quickly view and track from the dashboard is a key daily task.

    Is there any update on when this function will be available?

  • Annalee Boakes commented  ·   ·  Report

    Agree with this, and also the need for the dashboard to be more customisable. There should be a range of key metrics that users can select to view on their dashboard. All the data is being captured somewhere in Xero.
    We use quotes as our leads/sales pipeline, so we need to know values of orders that are coming through each month. Not ideal to have to wait until they are an approved invoice to be able to see the total value.

  • Joe Dageforde commented  ·   ·  Report

    I believe it's critical to see the flow of the Business on the Dashboard.
    It's not just to save time toggling to Quotes, but to see the value of quotes sent but not approved, and then also the Approved Quotes.
    The Invoices owing and Bills to pay show the after effect of works, but for my business management, I'm very interested in seeing the inflow.
    I would love to see a Pane for Sent Invoices that have not been accepted yet, and a Pane for Accepted Quotes so I can see how much Work in Hand I have in front of me.

    Joe D
    4 Shore Projects P/L

  • Anita Robinson commented  ·   ·  Report

    I'd love to see this added. Save so much time navigating to quotes. The ability to follow up quotes would be easier as you'd see it when logging in and have it in right in front of you. I find this frustrating that you can add this to the dashboard - and that the idea has been around since 2015!! Quoting has an important part to play in many businesses including mine - making this easier and more visable is an important feature.

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