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  1. Hide the dashboard sales pipeline

    Customise the Sales Pipeline information on the main Dashboard.

    I have a slight issue with all employees being able to see the Order Value Total on the main dashboard.

    We had tech from another firm open up on the main dashboard where we could see the total value for that company for that month.

    I would like the option to have the toggle switch so that the total order value can be hidden for employees that don't require this information.

    31 votes
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    4 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. Auto scrolling the delivery and return timebar in the dashboard.

    a little future wish:
    the timebar on the dashboard is nice, would it be nicer when it shows a red line at the actual time and lets say 2h-3h before and the rest of the bar is the future of the day like a lookahead and all the timebar is moving with the actual time, so the red bar stays at one position.
    (right now we need to scroll for entries after 6pm)

    And it will be handy to see the customer pickups and returns too...
    It's enough space for two more lines in there. ;-)

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  3. Change the shortage range date for the dashboard widget

    See the upcoming shortages is very handy however we often have opportunities that are 12 months or more away which show a sale stock shortage. We don't need to know about this until a couple of months before as there is no point holding extra sales stock for something that's happening a year away.

    So it would be good to toggle the shortage range on the dashboard to show for example what's short in the next 2 months.

    I did think about asking for a toggle on/off for sale items like the services but this is just going to lead…

    16 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to view a sales pipeline for different months

    This would assist in the greater understanding of cash flow / shortfalls by viewing ahead. Custom views of opportunities can be created but this does not calculate the total value of all opportunities in that period. Paid or part paid.

    60 votes
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    8 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the feedback, all.

    The main takeaway that we’ve had from customer conversations is that folk want a quick way to see how they’re doing compared to last month, so we’ve updated our servers to show you last month’s figures under the “Order value”

    We’re listening out for other feedback on this, so please keep voting and commenting 😃

  5. Customisable Dashboard

    Custom Dashboard

    372 votes
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    62 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    We don’t have any update to share just yet, but we’ve not forgotten about this. Thank you to everyone for taking the time to chime in here.

    Hearing the kinds of ways that you’d like to customize the dashboard is really helpful. Please keep letting us know in the comments. We always review the comments when looking to start work on an idea.

    We recently added last month’s order value to the dashboard so you can see how you’re doing compared to last month.

    It’s also worth remembering that you can turn off the sales pipeline, along with other order values, by setting “Can see order values” to NO against a particular role. Check out: Restrict access to parts of the system using roles

  6. Dashboard delivery / collection counter decrease when all order items are booked out

    When all the items on an order are marked as booked out, no longer count the order on the dashboard Delivery / Collection counter.

    5 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  7. Exclude products from dashboard order value

    We use a refundable a "shortage prepayment" which acts as a deposit towards any possible damages. If we don't have damages, it's fully refunded. The problem is it's included in our dashboard total, but it's not really a "sale".

    There's currently no way we can exempt an item from reflecting on the total sales for each month. I would like the option of exempting a stock item from showing in the total sales for each month.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sales pipeline to show opportunities and order value for logged in user

    We have 3 separate departments which all input there own opportunity's
    and it would really be useful if the dash board could just show that departments opportunity's and not mix them all .thanks Jon

    3 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  9. Show orders on dashboard even when delivery and collection fields are empty

    At this moment orders without specific delivery and collection periods are not show at the dashboard, maybe the rental period can be used when this fields are empty to prevent orders from not showing.

    6 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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