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  1. New Homepage - Track Quotes

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    78 comments  ·  New Homepage » Homepage  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Joe Dageforde commented  · 

    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

    Joe Dageforde supported this idea  ·