2nd Quarter 2018 Notes

The following changes/updates have been introduced:

New: Quotes collection

New: Quotes Overview dashboard

New: Quotes Closed Quotes dashboard

New: Open Quotes dashboard

New: Sales Agent Quotes Performance dashboard

New: Benchmark metrics added to Quotes Collection dashboards.

New: Most dashboards now default to YTD for date selection (instead of rolling 365 days).

New: Invoice Detail Report added to Open Order Aging Dashboard

 

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