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.

Views

  • vReportQuotes
  • vReportOrders

Sales Reports

  • All Active Quotes
  • All Orders
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