The Quotes Grid Dashboard displays all open quotes (regardless of date) along with their cost and profit projections. This dashboard helps you quickly identify and address quotes that have been open for an extended period. This information is updated every 10 minutes.
- Open this Dashboard as described in Review Sales dashboard KPIs
Number of open quotes (Orders) displays with the total Merchandise, Cost, Profit, and GP% values.
- To review details and about each individual quote's customer, status, cost, and profit projections, click the View Detail button.
- Click the Customer or Order # links to open the associated record.
- To filter for a specific status, costs, or dates, click the Filter icon above the detailed grid, and then filter the individual columns.
For example, to filter on only quotes issued in YTD, click the Filter icon, and then beneath Order Date, choose > Greater Than, and then type 01/01/2019 (MM/DD/YYYY)
See also