I like the idea of helping me ensure I'm on the best plan but to have all the plans listed with so much detail on a main dashboard page I use every day and a link to arrange a meeting is overkill in my opinion.
A better option might be a simple one line that says 'You are currently on the most suitable plan' that changes if I'm not on the most suitable plan and indicates why 'You should be on Premium because you're using 12 of 6 available distributors'.
This could even be a banner that appears only when I'm not on the best fit plan.
Want to talk? Hit us up on Intercom - this doesn't need a meeting.
Consolidated into: Dashboard Enhancement: Add 2new widgets "Awaiting Internal Approval" & "Awaiting Customer Approval"
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Closed
Feature Request
[CMP]_Dashboard
About 1 year ago
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Closed
Feature Request
[CMP]_Dashboard
About 1 year ago
Get notified by email when there are changes.