Product Update for June 2017: New dashboard panel and Xero settings improvements
We've added a new Pipeline widget to your Dashboard. By tracking proposal acceptance rate, the Pipel
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Pipeline - the new dashboard panel
We've added a new Pipeline widget to your Dashboard. By tracking proposal acceptance rate, the Pipeline provides insight into the effectiveness of your proposals.
A detailed description of all the data in the Pipeline is available in this article.
Better management of Xero settings
We've improved the way that Xero is connected to Ignition and how settings for the connection are managed.
Many of our customers are Xero partners and as such have access to multiple Xero ledgers. When connecting Xero to PI, it's vital to select the correct ledger. The updated connection process lets you view and confirm the name of the Xero organisation that you are linking, as well as confirming your settings, before going ahead and enabling.
That's it for June - see you next month!
