Dashboard Enhancement: Add 2new widgets "Awaiting Internal Approval" & "Awaiting Customer Approval"

Please can we have two new widgets added to the 'my summary' dashboard for "My Quotes Awaiting Internal Approval" and My Quotes Awaiting Customer Approval" to help the sales team track internal/ customer approvals. We'd also like this widget to provide a drill-down view displaying the approval status, the approver's details and the number of days the quote has been pending approval. This enhancement will improve visibility and help identify any bottlenecks or delays.

Please authenticate to join the conversation.

Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Dashboard

Date

12 months ago

Subscribe to post

Get notified by email when there are changes.