Settings and activity
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Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
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Sander van Rijn
supported this idea
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An error occurred while saving the comment Sander van Rijn
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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).
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.