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Using the Quote Dashboard

Question & Answer


Question

Using the Quote Dashboard

Answer

Using the Quote Dashboard

TheQuote home page provides a Dashboard panel that enables youto view important information about your quotes.

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

  • Recently Modified: This displays a maximum of 10of your most recently modified entities such as opportunities orquotes. The entities are displayed in the order of the modificationtime with the most recently modified entity at the top of the list.
  • New Product Releases: This displays a maximum of25 products that have been added to the product catalog in the currentmonth.
  • Expiring Products: This displays a maximum of 25products whose effective end date falls within the current month.
  • My Quotes Pending Approval: This displays a maximumof 25 quotes for which you have requested approval.
  • Quotes Pending My Approval: This displays a maximumof 25 quotes that are pending your approval.
  • Recently Modified Quotes: This displays a maximumof 10 of your most recently modified quotes. The quotes are displayedin the order of the modification time with the most recently modifiedquote at the top of the list.

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[{"Business Unit":{"code":"BU055","label":"Cognitive Applications"},"Product":{"code":"SS73G6","label":"Sterling Total Payments for Financial Services"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"","label":""}}]

Document Information

Modified date:
08 December 2018

UID

ibm10760789