Please make the dashboard customizable.
I should be able to create a report, and be able to throw it on to the dashboard for me to see as soon as I enter Books.
The variable fields should be more easy to choose. E.g. Date Range, Year range.. Graphs that allow Year-on-Year / Month-to-month comparisons between multiple years
My issue is different but the request is the same. I often work on ZB on my laptop. Screen real estate is valuable and it's taken up by things I don't look at or need, things I have to always scroll past. In other Zoho modules, we have quite a lot of control over views. I'd like to see this level of control in Zoho Books. I should be able to create a dashboard with all the things I use and none of the things I don't. It's weird that we don't have customizable views in the Dashboard, the Banking Overview, etc.
Derek McLachlan commented
Also Dashboard date options for cash flow, inc & exp, top exp are not saved.
If I change these settings to say "Last 12 Months" the dashboard will not remember these & always defaults back to "This Fiscal Year".
It should keep these setting & default to them.
Jason Levitan commented
Agree with this suggestion.
My organisation could use a report on the Dashboard that shows the following:
Estimates vs Confirmed Orders vs Sold (by value and by SKU).
The reason being that at any point knowing what Estimates (Quotations) are pending vs Confirmed Orders vs Sales in the month gives a quick assessment of where the company is and perhaps how much more stock ordering is coming. Would really help in Sales Forecasting.
Unloved accounts commented
Please can the dashboard be customisable? Its so frustrating to be able to on Zoho CRM but not Zoho Books!
Accounts are important too!