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 😃Anonymous commented
Here's a mock up of what we need:
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
We’re investigating this for future development, thanks for the votes and comments!
It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.
Let us know in the comments – your feedback is really useful.Anonymous commented
We're with using Current and this is killing us. Changing orders between the teams is causing all sorts of issues with our clients.
Please please please make it a priority.