Feature Requests

The total amount from January 1st till the current date. It can be anywhere in the Won Proposals area. I like hoovering over each month and getting that number but just adding up each month and giving a total from January 1st.

On the main account page, I see the approved project dollar value for the last 4 weeks. Can I change this to show the total dollar value from May 2023 to the current date? So not 35k last 4 weeks, but xxx k from May 1.

On the dashboard have a panel that shows completed projects that need invoicing and/or paying. This would be like the Quotes To Chase panel.

Can we graphically maximise each chart to fill screen – great for internal meetings?

Can we possible set targets for the 4 KPIs and then have an indication whether up/down on the target?

Currently the smallest amount of months for the dashboard is 6. Can we include 1 month as well and change the graphs' granularity to week?

Click on the graph and it will lead to a filtered project list.

how big a deal to get billing account added as a filter option here?

Can we have the projects change in valuation be added to the Bar chart as an option?