Dashboard Customization for purchasing methods and location type.

Hi team,

Some of our white labels accounts has repeatedly requested a customizable dashboard. Some of their child accounts only use features like EasyOffer or Bulk Quote, but the current dashboard is driven solely by the location pin dropdown. This forces those users to navigate into Offer Management and then select EasyOffer or Bulk Quote, which makes the current dashboard largely ineffective for their needs.

Potential solutions:

  • Enhance the location pin settings to allow filtering or combining views based on purchasing method and location type.

  • Add a “Customize Data View” button within the dashboard so users can choose what data they want displayed.


    This would also need to be tied into user permission settings where specific users can access specific locations / purchasing methods and where default ones can be set.

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Upvoters
Status

Under Review

Board

Suggest a Feature

Date

5 days ago

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