Thanks to the Sales dashboard, you can rapidly follow-up the project in real time and perform corrective or new actions.
There are several sales dashboards in Akuiteo: Project, customer/prospect and project group.
The sales project dashboard contains 4 follow-up zones:
This zone has several sections:
This zone has only one section:
The Batch/Sub-batches section is updated from the information contained in the Project record sheet under the Batches and Tasks tab. You can then know more about this project's content.
This zone has only one section:
The Events section is updated from the information entered for an event that you attached to a project from the Tools menu.
It allows sent or prepared mails, campaigns... related to the current project to be followed-up. For example, if you see that an event is not handled, you can rapidly remind the person in charge of this event by double clicking on the event to reactivate the reminder.
This zone has several sections:
The Purchases section is updated from all the Purchases-type business objects linked to this project: opportunities, estimates, invoices, etc.
The Sales section is updated from all the Sales-type business objects linked to this project: quotes, invoices, etc.
Check the boxes to filter the information displayed in the tables.