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Dashboard - Add a Monthly Average column to the Account Watchlist

having a monthly average additional column option in the account watchlist would be ideal and I would have thought a default setting that most people would want on their account watchlists...

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Omeed Howey shared this idea  ·   ·  Report…  ·  Admin →
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  • Ken McKeon commented  ·   ·  Report

    I agree with this. The default in the old dash and mobile is one click to see this month.

    Now you have to click through and change the report. Super annoying.

    Surely most customers want to see this month as default.

  • Simon Lettas commented  ·   ·  Report

    Its a bit annoying that I can't have 'This Month" for the profit and loss.

  • Annette Ainsworth commented  ·   ·  Report

    Hi I would like to see a monthly amount figure for the codes put onto the watchlist on the dashboard. As a bookkeeper this would be helpful to me to keep an eye on and it could show the small business owner how they are doing with sales and purchases at a quick glance.

    Thanks

    Annette Ainsworth

  • Pravena Patel commented  ·   ·  Report

    This would be really handy! Just a quick glance to see the figure of average monthly spend for past 12 months...

  • Omeed Howey commented  ·   ·  Report

    this is similar to another idea with month to month or quarterly comparatives but a bit simpler- just a monthly average to date by account