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.
- All Active Quotes
- All Orders