Dashboard Reports
A Dashboard is available in the Quotes section, both on mobile and in the web account. It enables to monitor the Open, Confirmed or Invoiced Quotes in the past 12 months.
It also shows Quotes by Staff or by Top Client. The total dollar amount of Open, Confirmed or Invoiced Quotes is displayed.
In the Sales web account
Options menu / Display tab, there is a setting to choose whether to display the Dashboard or the list of Open Quotes directly.
