Using the quote dashboard

The Quote home page provides a Dashboard panel that enables you to view important information about your quotes.

You can configure the Dashboard to display the details that you want to see most often, by selecting the dashlets that you want displayed in the Dashboard panel. The following dashlets are provided out of the box:

• Recently Modified: This displays a maximum of 10 of your most recently modified entities, such as opportunities or quotes. The entities are displayed in the order of the modification time, with the most recently modified entity at the top of the list.
• New Product Releases: This displays a maximum of 25 products that have been added to the product catalog in the current month.
• Expiring Products: This displays a maximum of 25 products whose effective end date falls within the current month.
• My Quotes Pending Approval: This displays a maximum of 25 quotes for which you have requested approval.
• Quotes Pending My Approval: This displays a maximum of 25 quotes that are pending your approval.
• Recently Modified Quotes: This displays a maximum of 10 of your most recently modified quotes. The quotes are displayed in the order of the modification time, with the most recently modified quote at the top of the list.