Settings and activity
1 result found
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163 votes
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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Lizelle Coombs
commented
That is a pity - having the quotes nicely on my dashboard will also help remind me to follow up on them! It can also help with sales forecasts, etc. I think you should reconsider this as a short term development plan - which I think is much more important that the time you spend changing the invoices, for the worst, I might add, we can now no longer send Xero to Xero invoices, which was so efficient!
Lizelle Coombs
supported this idea
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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!