Sales Tracker Hub
Your quotes and invoices now live in one unified location. The new Sales Tracker hub gives you a complete view of your sales pipeline with real-time stats and quick navigation.
What's new:
- Consolidated hub for Quotes, Invoices, and Purchase Orders
- Real-time stat cards showing open quotes, pending invoices, overdue amounts, and monthly revenue
- Activity feed showing recent quotes and invoices across your business
- Quick action buttons to create new quotes or invoices
- Tab-based navigation for easy switching between views
Role-based views:
- Admins see company-wide stats: total open quotes, pending invoices, overdue amounts
- Team members see personalized stats: their own quotes, invoices, and items needing attention
Improved Dashboard Stats
Dashboard cards now load faster with optimized data fetching. Stats are computed directly in the database for better accuracy and performance.
Invoice Line Item Improvements
When adding line items to invoices, you can now search and select from your SKU catalog with autocomplete—the same experience you have when creating quotes.
Bug Fixes & Improvements
- Fixed billing rate calculations for batch invoice generation
- Improved permissions for editing quotes and invoices
- Various stability and performance improvements
This release streamlines your sales workflow by bringing everything together in one place. No more switching between separate Quotes and Invoices pages—it's all in the Sales Tracker now.