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  1. Customise the 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.

    17 votes
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      2 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
    • order amendment on dashboard

      An amended order button would be perfect showing QTEs which have had changed items/delivery times etc since original confirmation of order?

      1 vote
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        0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
      • 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 →
        • 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.

          48 votes
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            5 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
          • Customisable Dashboard

            Custom Dashboard

            316 votes
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              51 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
            • 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 →
              • Customization sales workflow

                We need a sales workflow to be able to at-a-glance see what we need to work on.

                I want to be able to make many different buckets in a pipeline where we can stick opportunities. This interface should be configurable so that any firm would be able to match it to their style. For my purposes I would like to make the buckets of

                - Inbox: Where all new inquiries and quotes go
                - Consultation
                - Waiting confirmation: Where I stick opportunities until they get signed and/or deposit paid as the case may be. This would be linked to reserved…

                3 votes
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                  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                • 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 →
                  • 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 →
                    • 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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