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Status New idea
Workspace Reckon One
Categories Reports
Created by Guest
Created on Aug 16, 2018

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Add Estimates to the dashboard to show value of open estimates by customer, like a pipeline

Add estimates widget, show estimates by customer or by item number, be able to compare to a different period as per the other widgets. show estimates won or lost to show conversion rate.

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  • Guest
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    |     Oct 10, 2018

    If you mixed this with the ability to toggle estimate active field on or off it would be a powerful tool.

    Great idea.