---
schema_version: "1"
id: d8d573ebb2cd76b909e5f0ac2e9c96930cf429827f6bc20c5d48b4bd308f853b
title: Quote to Order Process Visualization Embedded Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_comms_quotetoorder_dashboard.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_comms_quotetoorder_dashboard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 02fc59a77f2656f3c056496529ad8363923ef0bac9895ee399b3bb1cd5b046f6
description: The Quote to Order Process Visualization dashboard provides B2B Sales Agents with a comprehensive and clear view of their Quote to Order progress. At each stage of the Quote to Order journey, gain insights into any missing details that are required for task completion, and identify focus areas to streamline the process effectively.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Quote to Order Process Visualization Embedded Dashboard

The Quote to Order Process Visualization dashboard provides B2B Sales Agents with a comprehensive and clear view of their Quote to Order progress. At each stage of the Quote to Order journey, gain insights into any missing details that are required for task completion, and identify focus areas to streamline the process effectively. 

![Quote To Order Process Visualization Dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/comms_quotertoorderprocess_visualizations.png)

- Click each chart to gain insights into each stage of the Quote to Order process (1) .
- Use the drop-down arrow to access the Report Download dashboard, where you can view and download customer-specific reports for every stage of the Quote to Order process (2) .