Opportunities Management

• Track and manage sales opportunities with full lifecycle data:

• Business and contact details

• Potential revenue and probability

• Expected close dates and status

• Quick search and filters

• Excel import/export for bulk updates

• Attachment uploads (briefs, emails, notes)

 Quotations

• Create and manage one or more quotations per opportunity:

• Auto-fill from linked opportunities

• Versioning and revision tracking

• Store related documents (PDFs, specs, terms)

• Bulk import/export via Excel for fast updates

 Purchase Orders (POs)

• Streamline customer order handling with structure and traceability:

• Parent/child POs for complex deals

• Auto-generated PO IDs with configurable prefixes

• Pre-filled details from related quotations

• Structured line items stored in JSON for precision

• Upload customer order forms, contracts, and supporting files

 Sales Dashboard

• See the big picture at a glance:

• Consolidated view of opportunities, quotations, and POs

• Drill-down: click an opportunity to view linked quotations and POs

• Visual charts for sales trends, pipeline health, and performance tracking

 Reports

• Turn data into decisions:

• Sales performance and pipeline reports

• Opportunity conversion analysis

• PO status and fulfillment tracking

• Export data for deeper analysis

 Settings

• Fully configurable to match business needs:

• Prefixes and numbering formats

• Dropdown options: Business, Business Unit, Risk Level, Strategic

• Currency and date formats

• Opportunity statuses and stage mapping

• Admin user management and roles

• Downloadable Excel templates for bulk imports