Zoho Invoice - Statistics or reports for Estimates details?
Hi Zoho team,
Is it possible to get statistics on estimates the same as can be viewed with the Invoices section with the dashboard.
It would be very helpfup to be able to see a report on all Estimates generated and to see which ones are to be followed up etc - how many estimates created this month, the value of estimates for this month, how many converted to invoice etc...
Is this possible to do currently?
find the rest of the product really great but the list view in estimates is difficult to track
the options to filter are ALL, DRAFT, SENT, INVOICED
It would be good to eliminate the INVOICED ones so as to leave the sent and draft ones as these still need to be followed up in this section... also the total values based on month etc would be really great.
can a dashboard view be made for the estimates page?
Kind regards,
Philip.