Sage CRM 2021 R2: New Quote Dashboard Template

A new Dashboard Template called 'Quotes Dashboard' has been added to Sage CRM 2021 R2 that that can be assigned to a user.

Note: This Dashboard Template is not assigned at default.

The new dashboard template displays a mix of dashboard gadget types calling information from the Quotes table.

The Active Quote Value by User gadget and the Active Quotes gadgets draw their data from a new List report called All Active Quotes. If a user clicks a record in the Active Quotes gadget, the details for that quote are displayed in the Quotes Detail gadget.

To support the new Dashboard Template the new structures have been created.


  • vReportQuotes
  • vReportOrders

Sales Reports

  • All Active Quotes
  • All Orders