Understanding the dashboard
The Quotes Detail Dashboard provides a detailed look into essential information for pursued business clients relations and transactions. This dashboard offers deep dives that offer actionable insights in addressing opportunities and potential risks.
Why is it important?
The Quotes Detail Dashboard provides you with the following relevant information:
Provides transparency and clarity of details for pursued business clients
Empowers you to focus on specific information with available features
Offers detailed breakdown of relative data essential for decision-making and optimising business strategies
Explore the Quotes Detail Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
How do I export data from the dashboard?
Look for the export option in the upper right corner of the dashboard table. You can export the current data with applied filters in either the current layout or a summarised format.
How do I customise the dashboard's details?
You can customise the dashboard by selecting the specific details you want from options on the left side of the screen.
How do I view estimates and quotes in the dashboard?
Simply use the dashboard feature to toggle between viewing Estimates, Quotes, or both. This provides quick access to the information you need without leaving the dashboard.