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  1. Reporting - Track quotes issued by users

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for highlighting this improvement. A staff-level quote report with issued, accepted and conversion figures could make it easier to review sales performance and identify trends across the team.

    I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share what other quote metrics you’d like to see.

    Richard Healy shared this idea  ·