IdeaExchange
IDEA-00016

Title
Dynamic visual feedback for the Average Sales Margin (ASM).
Product
QuoteX
Category
Feature
Description
Administrators can display up to six fields in the Quote Summary highlight panel. This feature would apply conditional formatting to the ASM field directly in the panel. If the calculated ASM falls below the rate card's defined threshold, the value in the header automatically changes to bright red to signal a margin risk. If it exceeds the threshold, it displays in green.
Status
Delivered
Status Comments

Rather than modifying the fixed summary header, this capability is now available through the QuoteX Lite Layout Add-on. By leveraging native Salesforce Dynamic Forms and standard conditional formatting, you can customize layout fields and dynamically highlight ASM margins (red/green based on rate card thresholds) directly on the record page.


🔗 Learn more about the QuoteX Lite Layout Add-on

Documentation Link
https://help.codeylabs.com/ArticleShare?id=a3IT10000004mNpMAI
Submitted By
Raj
Submitter Email
raj@thepsc.cloud
Idea Name
IDEA-00016