February 2022 - Dashboard Updates

Thanks for your feedback! We have some new Dashboard updates to share.

You asked, and we listened! commonsku's Sales and Management Dashboards now feature some of the most-loved tiles from your old Dashboard view, including Open Pre-Sales and Open Sales Orders, as well as some brand new alert tiles to help keep tabs on your orders! All Dashboard tasks now include PO task filters, order details, and hyperlinks.

Check out the new take on your most requested features.

Changes to your Pre-sales, In Production, and Invoicing Total tiles

The new, simplified, Pre-sales, In Production, and Invoicing Total tiles show any increase or decrease in form creation in the last seven days.

Open Sales Orders

Brought back by popular demand, the Open Sales Orders report makes it easy to view and access current orders.

Open Pre-sales

The new and improved Open-Pre Sales report reveals your current pre-sales and their order status.

New alert tiles

Version one of the Sales and Management Dashboard included four alert tiles:

• Projects with no budget (previously pre-sales with no budget)
• Overdue projects
• Pre-sales pending client review (previously pre-sales pending client approval)
• Sales orders pending client approval

With the new alert tiles, you have improved visibility into projects that need your attention! The new alert tiles include two favorites from the old Dashboard. Can you spot them?

• Client-approved sales orders
• Client change-requested sales orders
• Potential repeat orders
• Clients with no recent activity

PO Tasks

This one is for the production reps! PO tasks now have the same information and hyperlinks as tasks set in a project or client page.

Notable mentions

Other updates include:

• We've rearranged the Dashboard's tiles to give reps quick access to their orders.
• New design colors to quickly identify and differentiate your reports and sales forms.
• A slight delay prevents unwanted slide-in options when hovering over the main-navigation icons in a project.