QuoteX SFDC Native Dashboard
Published on June 1, 2026 QuoteX
QuoteX Dashboards: Installation Guide and User Guide
This guide covers three native Salesforce dashboards for QuoteX (Pre Sales Cloud): the QuoteX Dashboard, SME My Day and PSC Admin Insights. Part 1 is for administrators who install them. Part 2 is for the people who read them every day.
Who should read what: Admins follow Part 1 and Part 2. SMEs and managers can go straight to Part 2.
Part 1: Installation Guide
1.1 What is included
| Dashboard | What it shows | Audience |
| QuoteX Dashboard | Margin and pipeline view | Managers |
| SME My Day | Daily view of requests, quotes and allocations | Pre-sales SMEs |
| PSC Admin Insights | Demand, revenue, rate usage and catalogue health | PSC admins |
- Folders: dashboards go in Native QuoteX Dashboards and reports in QuoteX Native Dashboard Reports.
- Existing report types: Quote Requests, Quotes with Quote Request, Timeline Resources and Resource Allocation with Period.
- New report types (Admin Insights): PSC Admin Timeline Resources, Rate Cards, External Resources, Other Costs and Document Templates.
- Custom fields: ASM_Gap__c, Start_Date__c and End_Date__c on Estimate; Resource_Cost__c and Resource_Revenue__c on Resource Allocation.
1.2 Prerequisites
- QuoteX is installed and working.
- Multi-currency is enabled. Every subscriber needs it, because the reports use CurrencyIsoCode.
- One active user is available to run the dashboards.
1.3 Deployment steps
Install the managed package using the installation URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf6000000WD2AAAW
Assign the QuoteX Dashboard User permission set to the users, for the new field permissions and visibility.
Open the Dashboards tab and confirm the folders and dashboards are listed.
1.4 Post-install check
- Open each dashboard and click Refresh.
- Confirm every tile loads without an error.
- Compare one tile with its report. For example, Open Requests should match the report total.
- Test the Owner filter with a known user.
1.5 Troubleshooting
| Symptom | Likely cause |
| Component shows no data | Running user lacks access, or no matching records |
| Filter has no effect | Filter column is not mapped on that component |
| Deploy error: column is missing | Field is not exposed in the report type |
| Deploy error: limit reached | Too many dynamic dashboards in the org |
Part 2: Dashboard Reference and User Guide
2.1 Using any dashboard
- Go to Dashboards and open the folder Native QuoteX Dashboards.
- Click the dashboard you need.
- Click Refresh for the latest data. The timestamp shows the last update.
- Click a tile or chart to open the report behind it. Use the report filters to narrow by date, owner or status.
Read this first: a tile or chart is only as good as the data behind it. Quotes, timelines and allocations must be saved on the Estimate, and active figures count default quotes only.
2.2 QuoteX Dashboard (for managers)
Purpose: a margin and pipeline view across all quotes, to spot margin risk, forecast revenue and see where demand is heading.
- Filter: Currency limits every component to each org currencies.
- Filter: Quote Owner limits to one owner's quotes.
- Filter: Created Date limits to quotes created in a period.
Benefits: one place to see whether quotes protect margin, whether pre-sales is overloaded, and what revenue and hours are coming.
Headline tiles
| Component | What it shows | How to use it | Benefit |
| Total Quotes | Count of quotes in scope | Check the pipeline size after setting filters | Baseline for every other number |
| Quotes Below ASM Threshold | Quotes whose margin is under the as-sold margin threshold | Open the report and review each one before approval | Catches margin leakage early |
| Average ASM Gap | Average distance between quote margin and the threshold | Track it over time. A falling value means margin pressure | A single health number for margin |
| Requests With No Default Quote | Open requests with no default quote chosen | Ask owners to mark a default quote | Prevents requests stalling at review |
Forecast charts (revenue, hours, cost, margin)
| Component | What it shows | How to use it | Benefit |
| Forecast Revenue per Calendar Month | Services revenue forecast by month | Spot peaks and gaps in billing | Cash and capacity planning |
| Forecast Hours Per Calendar Month | Hours forecast by month | Compare with team capacity | Early warning of overload |
| Forecast Travel & Exp Per Calendar Month | Travel and expense forecast by month | Review T&E-heavy months | Controls expense exposure |
| Forecast Margin per Month | Margin forecast by month | Find months where margin dips | Targets pricing fixes |
| Revenue for Services per week | Weekly services revenue | Use for short-term forecasting | Finer view than monthly |
| Forecast Cost by Role | Cost and hours by role | See which roles drive cost | Shows where cost is concentrated |
Demand charts
| Component | What it shows | How to use it | Benefit |
| Resource Demand (Role Demand) | Hours demanded per role | Compare with who you have | Hiring and allocation decisions |
| Role Demand Trend (FY) | Role demand across the fiscal year | Look for seasonal peaks | Plans ahead for busy periods |
| Billable And NonBillable Hours | Billable against non-billable hours | Watch the non-billable share | Shows effort not earning revenue |
| Other Costs Cost and Revenue Report | Cost and revenue from Other Costs on timelines | Check that pass-through costs are recovered | Stops unrecovered costs |
Margin and discount charts
| Component | What it shows | How to use it | Benefit |
| Roles with most discounts or premium | Roles where bill rates are discounted or marked up | Review heavily discounted roles | Guides rate card and negotiation decisions |
| Quotes by Margin vs ASM Threshold | Quotes grouped against the margin threshold | See how many sit near the line | Prioritises review |
| Fees and Cost by Quote Status | Fees and cost by request status | Check that approved work is profitable | Links status to money |
| Forecast Margin % by Contract Type | Margin percentage by contract type | Compare Fixed Price with T&M | Shows which contract types pay best |
| Forecast Margin % by Role | Margin percentage by role | Find low-margin roles | Supports rate and mix changes |
Table
| Component | What it shows | How to use it | Benefit |
| High Discount Quotes | Quotes with the largest discounts | Open each quote and challenge the discount | Direct list for approval conversations |
2.3 SME My Day (for pre-sales SMEs)
Purpose: a daily working view for SMEs who build quotes. It answers four questions: what do I work on first, where is my work stuck, are my quotes healthy, and can I take on more. Filter: Owner. Choose your own name to see your data.
Benefits: less time hunting through lists, earlier warning of late requests and weak margins, and a clear view of your own capacity.
Row 1: What do I work on first?
| Component | What it shows | How to use it | Benefit |
| Open Requests | Your Quote Requests that are not Completed | Check your workload at the start of the day | Fast count of live work |
| Overdue | Open requests whose Support needed by date has passed | Clear these first | Stops requests slipping |
| Due in 7 Days | Open requests due in the next 7 days | Plan the week | Early warning before they go overdue |
Row 2: Where is my work stuck?
| Component | What it shows | How to use it | Benefit |
| Pending My Delivery Review | Requests in Quote Review Requested status for the reviewer | Review or chase the pending approvals | Keeps approvals moving |
| No Default Quote | Open requests with no default quote | Mark a default quote before submitting for review | Avoids rejected submissions |
| Below ASM Threshold | Your default quotes with a negative ASM Gap | Revisit rates, mix or discounts | Fix margin before approval |
Row 3 and below: capacity, status and quote health
| Component | What it shows | How to use it | Benefit |
| Hours Next 4 Weeks | Allocated hours over the next 4 weeks | Compare with your availability | Tells you if you can take more work |
| My Requests by Status | Donut of your open requests by status | See where the pipeline is clustered | Highlights On Hold and review bottlenecks |
| Hours by Role (60 days) | Allocated hours by role over 60 days | Check the role mix of your commitments | Reveals over-reliance on one role |
| My Open Requests | Table of open requests with status, type and due date, sorted by due date | Work down the list from the top | Your daily to-do list |
| Lowest Margin Quotes | Table of the quotes with the lowest ASM Gap | Review the top rows first | Direct list of quotes to improve |
| Fees and Cost by Quote Status | Fees and cost grouped by request status | Compare earning against cost per stage | Shows profitability by stage |
| Allocated Hours per Week | Weekly hours split between billable and non-billable | Spot overloaded weeks | Helps balance workload |
Note: the Pending My Delivery Review tile looks at the reviewer on each request. If the Owner filter is not set to the reviewer, the count may differ from what you expect.
2.4 PSC Admin Insights (for PSC admins)
Purpose: shows how the QuoteX catalogue is used and whether it is healthy. It covers demand by region, practice, skill and rate, revenue, and the state of rate cards, external resources, other costs and document templates. Filters: none.
Benefits: decisions on which regions and practices to invest in, which rates to refresh, and which catalogue records to clean up.
Headline tiles
| Component | What it shows | How to use it | Benefit |
| Revenue (Active Timelines) | Total Price on default quotes | Track overall revenue booked in timelines | Single revenue number |
| Hours (Active Timelines) | Total hours on default quotes | Compare with revenue for the average rate | Shows volume against value |
| Rate Cards Expiring | Rate cards ending in the next 30 days | Renew before they lapse | Avoids quotes on stale rates |
| Expired Rate Cards | Rate cards past their end date | Renew or retire them | Keeps the catalogue clean |
| Draft External Resources | External resources not yet active | Activate or remove | Avoids unusable roles |
| Active Risk Costs | Active Other Costs marked as risk | Review whether risk costs are still needed | Keeps risk allowances intentional |
| Active Document Templates | Templates that are not deactivated | Confirm the right templates are live | Ensures SOW output is correct |
Demand and revenue charts
| Component | What it shows | How to use it | Benefit |
| Revenue by Region | Revenue grouped by region name | See which regions earn most | Region investment decisions |
| Hours by Region | Hours grouped by region | Compare with revenue per region | Shows regional effort |
| Revenue by Practice | Revenue grouped by practice | Find the strongest practices | Practice investment decisions |
| Hours by Practice | Hours grouped by practice | Compare with revenue per practice | Shows practice effort |
| Revenue by Role | Revenue grouped by role | See which roles drive revenue | Hiring and rate decisions |
| Skill Demand (Hours) | Hours grouped by skill | Plan certifications and hiring | Shows skill gaps (empty until skills are set) |
| Rate Code Usage | Count of resources per rate code | See which rates are used most | Shows which rates matter |
Catalogue health charts
| Component | What it shows | How to use it | Benefit |
| Rate Cards by Region | Count of rate cards per region | Check coverage | Finds regions with thin coverage |
| Rate Cards by Practice | Count of rate cards per practice | Check coverage | Finds practices with thin coverage |
| External Resources by Status | Donut of Draft, Active and Archive | Check the lifecycle mix | Keeps the list tidy |
| Other Costs: Active vs Inactive | Donut of active and inactive costs | Review inactive costs | Removes clutter |
| Document Templates by Status | Donut of active and deactivated templates | Confirm which are live | Prevents the wrong template being used |
Tables
| Component | What it shows | How to use it | Benefit |
| Rate Cards Expiring Soon (60 days) | Rate cards ending within 60 days | Work down the list and renew | Plans renewals ahead of time |
| Rate Cards Missing Region or Practice | Rate cards with no region or no practice | Fill in the missing values | Improves region and practice reporting |
| Rate Cards: Bill Rate vs Cost | All rate cards with bill rate and average cost | Look for rates close to or below cost | Reveals thin or negative margin rates |
2.5 Glossary
| Term | Meaning |
| Quote Request | The header record for a pre-sales request |
| Default quote | The primary quote on a request |
| Active timeline | A timeline on a default quote |
| ASM Gap | The gap between a quote's as-sold margin and the threshold |
| Total Price | Billable hours multiplied by rate |
| Timeline Resource | A role and its hours on a quote timeline |
| Rate Card | A reusable bill rate and cost for a role |
2.6 FAQ
Why is a chart empty? There is no matching data, or the filter selects someone with no records.
Why do I not see my numbers? Select your name in the Owner filter.
Why are amounts in two currencies? Revenue and cost show each record's own currency (INR or USD) without conversion. Use the Currency filter on the QuoteX Dashboard to separate them.
Who do I contact? Your QuoteX administrator, or CodeyLabs at info@codeylabs.com.
Knowledge Article Number: KA-00282