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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Mark Ristevski
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An error occurred while saving the comment Mark Ristevski
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If this goes ahead could you add quotes per month sent. We like to track our outgoing quotes month over month.
Is this active as of yet?
Our company heavily relies on outgoing quotes for business performance. Which directly applies to marketing campaigns and strategy. The ability to review outgoing quotes input through xero allows us to forecast business performance and future cashflow.
I'm happy with the attached pdf formwork to create an instant dashboard reference to outgoing quotes for month/quarter/year.
Can you please update me once this widget is available?