Quote summary

The quote summary is a dashboard panel that shows the current state of your in-progress quotes at a glance: how many are overdue, due soon, or awaiting a client reply, the number of active quotes, the total value in the pipeline, and a breakdown of quotes by status. By default it summarises the quotes you are the assignee or quoter for, and the panel caption shows whose quotes are displayed.

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The quote summary panel is hidden by default. To show it, tick it in the Panels menu at the top of the dashboard.

In-progress quotes are those with a status of new, awaiting quotation, quoted, or awaiting reply. Accepted, declined, and other closed quotes are not counted.

Counters

The left of the panel lists five counters. Each one except Amount in pipeline is a link that opens the quotes list filtered to the matching quotes.

Counter	Description
Overdue	In-progress quotes whose due date has passed, excluding those awaiting a client reply. Shown in red when any are overdue, green when none are.
Due soon	In-progress quotes due within the next three days, excluding those awaiting a client reply. Shown in amber when any are due soon, green when none are.
Awaiting reply (stale)	Quotes that have been awaiting a client reply for more than seven days. Shown in amber when any are stale, green when none are.
Total active	All your in-progress quotes.
Amount in pipeline	The combined value of your in-progress quotes.

Quotes by status

A doughnut chart breaks down your in-progress quotes by status, with one segment per status. Clicking a segment opens the quotes list filtered to that status. Hold Ctrl while clicking, or click with the middle mouse button, to open it in a new browser tab. When there are no in-progress quotes, the panel shows a No quotes placeholder in place of the chart.

When the panel is too narrow to fit the chart beside the counters, the chart moves below them.

Panel toolbar options

Each panel header provides the following options. A drag handle sits at the right of the header. Drag it to move the panel around the dashboard. The drag handle stays visible at all times, but when the panel is too narrow to show the remaining options they collapse into a overflow menu. For resizing and showing or hiding panels, see Panels.

DuplicateAction

Click the Duplicate button to add a copy of this panel. The new panel appears at the top left of the dashboard.

EditAction

Choose whose quotes the panel summarises

Click the Edit button to open the panel settings, then choose from the Assignee dropdown: My quotes (the default), All quotes, or any individual quoter or assignee. The panel reloads to match and the caption updates. Only available if you have permission to view other users' quotes.

RefreshAction

Click the Refresh button to fetch the latest figures.

Send to topAction

Click the Send to top button to move the panel to the top left, pushing the other panels down.

MaximiseAction

Click the Maximise button to open the panel in a full-screen dialog. Close the dialog to return to the dashboard.

DeleteAction

Click the Delete button to remove the panel. Only shown on duplicated panels. Hide an original panel from the Panels menu instead.

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The quote summary panel requires permission to view quotes. Changing the displayed assignee requires permission to view other users' quotes.