Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Business Insights: Show sales value for the month

Experienced Cover User

12Posts

3Kudos

0Solutions

12 Posts
Experienced Cover User

The business insights screen idea is good but it would be much more useful if we could have a simple dashboard that showed our sales team sales results for month-to-date.

 

Currently to get the sales for the month i have to go through the reports window which a bit slow and cumbersome.

 

If we could have a dashboard, say at the bottom of the home menu page for example, that showed, in a single $ figure for each:

 

  • Invoiced sales to date for the month
  • Open Quote total value
  • Orders (not yet invoiced) outstanding
  • etc.

this would have major benefits for our team!

this could also be implemented for purchasing teams.

 

 "Sales Dashboard on Home screen"

Current Status: Open
Last Changed: April 2015

Hi @Merino

Thank you for your idea in regards to AccountRight and sales figures

Currently if you did want to see the sales figures you would be looking at the Business Insights or displaying the sales reports. However I would encourage other users that would like to see a dashboard showing sales information to vote and comment if required for this idea.

2 Comments
MYOB Moderator
37,520 Posts
MYOB Moderator

Hi @Merino

Thank you for your idea in regards to AccountRight and sales figures

Currently if you did want to see the sales figures you would be looking at the Business Insights or displaying the sales reports. However I would encourage other users that would like to see a dashboard showing sales information to vote and comment if required for this idea.

1 Post
User

Yes please this would be great! Many other accounting packages have this so I think this is essential!