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"
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