Homepage - Track Quotes
Ability to track quotes and Purchase orders on the Dashboard
Purpose: This would allow for quick access and visibility of quotes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
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John Robinson
commented
Add quotes as a dashboard widget - there is currently no easy way to get to current quotes which are awaiting approval
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Glenn Burbridge
commented
I would like to see quotes that have been Accepted/Declined in the dashboard and then be able to convert them to Invoices if accepted.
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Anthony Sanders
commented
Create a Quotes Widget for the new homepage.
Would be a great visual reminder to follow up on outstanding quotes. -
Carlos Chamorro
commented
Hi Xero Team. Very happy with the update done. I know Xero is an accounting focused software, but I believe a lot of us use it as a full company software. Would be nice if we can add some sales widgets in the main homepage.
For example: One way to see Quotes Sent, Quotes Accepted and Quotes Invoiced in $.
Keep up the good work.
Thanks -
Tania Niccolls
commented
Add a widget for managing quotes. So easier to quickly convert quotes into invoices and view them etc.
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Mike Schwede
commented
A list of sent quotes not yet accepted/declined quotes, sorted by sent date would be helpful with a direct "follow up" email button.
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Bryan MURPHY
commented
The widgets on the new dashboard are useful for someone in an Accounts Dept, but irrelevant to sales people. Please add widgets for the status of quotes and purchase orders.
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Rebecca Barrett
commented
Would be useful to have a guide for the sales funnel on the same platform.
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Finance ImConceptions
commented
I love this idea and have thought for a long time that having a Dashboard Widget for Quotes would be not just really useful - but actually quite essential.
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Graham Lane
commented
Initial Client engagement often starts with a Quote so it makes sense to be able to view the sales pipeline alongside billing and associated spend.
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Carlos Chamorro
commented
The ability to track quotes on the Dashboard would be really helpful. Although I understand Xero is not a CRM, many small business use Xero as such and would highly benefit from a simple glance of the sales funnel. You already have it in SALES OVERVIEW, you could essentially start with just that informacion.
SENT QUOTES APPROVED QUOTES and DRAFT QUOTES. -
Tony Martin
commented
I really like the ability to quote clients, then convert to invoices, BUT I want to see the QUOTES on a DASHBOARD tile.
It is not a difficult thing, but having to go to multiple screens to get an overview of my business is surely not right!
Come on Xero, give us the QUOTES Dashboard tile please!! -
Sean Boyd
commented
This really should be a feature. Having an overview of the quote statuses is invaluable.
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Mel Gibbons
commented
Any update on this request. It seems to be a very logical and important thing to have on the dashboard. I have seen this requested many times over and I personally put a request in, when i first started using Xero in 2019. Its not just about the quick search to the quotes section, its to have an overview on the dashboard for easy view of the status value of the quotes.
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Sam Roberts
commented
I would love this feature!
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Anita Robinson
commented
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.
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Lizelle Coombs
commented
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!
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Ashley Davis
commented
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.
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Manny Castaneda
commented
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.
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Leonard Trewarn
commented
A fantastic idea and I hope it is implemented!