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Posted 5 days ago by Lee Bradbery
I would like to include a graph on the main Dashboard which shows Total Quotes Issued by Month.
Basically, the same as Total New Business by Month which seems to show accepted quotes / new projects.
There seems to be a graph for quotes issued by each salesperson but I would like it summarised for the business. Is this possible?
The issued quotes by month gives us a fairly good indication of our pipeline and when we can expect workload ups and down.
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I would like to include a graph on the main Dashboard which shows Total Quotes Issued by Month.
Basically, the same as Total New Business by Month which seems to show accepted quotes / new projects.
There seems to be a graph for quotes issued by each salesperson but I would like it summarised for the business. Is this possible?
The issued quotes by month gives us a fairly good indication of our pipeline and when we can expect workload ups and down.
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