Analytics Dashboard

The Analytics Dashboard provides KPI and chart views over your quote pipeline.

Location:

• Sales → B2B Quotes → Analytics Dashboard

What You Typically See

• Funnel (draft → submitted/pending → approved → accepted → ordered)
• Timeline charts (volume, value)
• Expiring quotes
• Customers and products insights
• Categories/tags breakdown
• Drill-down views linking to specific quotes

Export

Depending on permissions, users can export dashboard data (e.g. CSV/PDF).

Permissions (ACL)

Dashboard permissions are separate from general quote management:

• MageB2B_B2BQuote::dashboard_view
• MageB2B_B2BQuote::dashboard_export

See:

• Admin Permissions (ACL)

Screenshot placeholder: dashboard overview
File: ./_screenshots/admin-analytics-dashboard.png