Dashboard Customizable

started a topic about 7 years ago

Previously, Drafted Quotes which were authorized did not show on the Dashboard under the 'Draft Quotes' tab. A change was made recently so that all our authorized quotes are shown as 'draft' under the 'Draft Quotes' tab. Is there a way to customize the Dashboard so that it only includes information we need and that 'Draft Quotes' only include 'UN-authorized' quotes again?

10 people like this idea
  • Would really like to see customisation in the dashboard. 

    The reporting functionality is great so it would be fantastic to be able to present some of the key reports relative to our business on the dashboard...

    6 people like this
  • The dashboard is pretty useless. You should be able to publish graphs etc based on reports. Even better, just integrate PowerBI.

    1 person likes this
  • I agree the dasboard is useless... An "at a glance" view of sales volume in units for selected Items would be useful on the dashboard

  • "Purchases" and "Sales" on the dashboard, the information pulled for "Due Date" is the due date of the purchasing or sales invoice.

    Before we get to receipting a purchase invoice or raising a sales invoice, we must receipt or ship the stock.

    It would be handy if this information is readily available on the Dashboard at first glance.

    1 person likes this
  • I just started using DEAR but customising a Dashboard is always a plus. I would like to see this as an option. 

    Please also check out my other feature requests that I would like to see implemented:

    Bulk Delete Product Families

    Couriers Tracking Link (URL) for Couriers not available in DEAR

  • Adding a view for Purchase Orders Pending Approval would be helpful in the Dashboard customization. This should be distinct from the Drafted POs view. 

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