Opportunities
| Title | Widget | Widget description |
| Opportunities |
| 1. Open opportunities (only those where I am assigned as Person in charge) / all open opportunities
Click: opens the summary page
Available |
| Opportunities |
| 1. The next 4 open opportunities, sorted by "Expected closure" (ascending). (only those where I am assigned as Person in charge) Click switches to the opportunity Colour code: Red if the follow-up date has been exceeded
Click opens the summary page
3. Number of open opportunities where the follow-up date has been exceeded. (only those where I am assigned as Person in charge) Click opens the summary page with filter on opportunities whose follow-up date has been exceeded
Available |
General
Kebab menu (
)
| Type | Menu item | Explanation |
|
| In progress | |
|
| Won | |
|
| Lost | |
|
| All | |
| | --------------------------------------- | |
|
| Only persons in charge |
Functions in the title bar
| Icon | Explanation |
| + | Opens the customer search for selection of the customer for whom a new opportunity is to be created |
Grid
| Click | Swipe | Views |
| Detail page |
| Shows all opportunities if entered from the cockpit, otherwise those where the customer from which one came is assigned to the opportunity. |
Column definition
| Name | Visible | Sort | Full Text | Explanation |
| Colour status | ForceVisible | Red: Follow-up date exceeded | ||
| Number | Hidden | Yes | ||
| Name | Visible | Yes | ||
| Employee | Hidden | |||
| Main contact | Hidden | Yes | The contact of the master customer | |
| Created | VisibleOnlyLandscape | dd.mm.yyyy | ||
| Follow-up | Visible | dd.mm.yyyy | ||
| Priority | VisibleOnlyLandscape | |||
| Level | Visible | |||
| Sales process | Visible | Yes | ||
| Closing opportunity | Hidden | % value | ||
| Expected closure | VisibleOnlyLandscape | dd.mm.yyyy | ||
| Status | VisibleOnlyLandscape | |||
| Closing code | Hidden | |||
| Sales type | Hidden | One-time | Month | Quarter | Year | ||
| Duration | Hidden | |||
| One-off amount | VisibleOnlyLandscape | |||
| Periodic amount | Hidden | |||
| Total amount | Hidden | "One-off amount" + "Periodic amount" * Duration | ||
| Quotation | Hidden | The newest quotation of the opportunity | ||
| Last activity | Hidden | dd.mm.yyyy - hh:mm Shows the information of the last activity related to the customer | ||
| Last activity (text) | Hidden | Shows the information of the last activity related to the customer | ||
| Attribute 1 | Hidden | |||
| Attribute 2 | Hidden | |||
| Attribute 3 | Hidden | |||
| Attribute 4 | Hidden | |||
| Attribute 5 | Hidden | |||
| Attribute 6 | Hidden | |||
| Attribute 7 | Hidden | |||
| Attribute 8 | Hidden | |||
| Attribute 9 | Hidden | |||
| Attribute 10 | Hidden | |||
| Campaign | Hidden |
Customer columns (only present if accessed via start dashboard.)
| Name | Visible | Sort | Full text | Explanation |
| Colour code | Forced | Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned
Purple has the highest priority | ||
| Name 1 | Visible | ASC | Yes | |
| Name 2 | Hidden | Yes | ||
| Name 3 | Hidden | Yes | ||
| Customer | Landscape | Yes | ||
| Street | Landscape | Yes | ||
| Postcode | Landscape | Yes | ||
| City | Visible | Yes | ||
| ABC Status | Hidden | |||
| Country | Hidden | |||
| Telephone number | Hidden | |||
| Fax number | Hidden | |||
| Hidden | Yes | |||
| Sales office | Hidden | |||
| Group of sales agents | Hidden | |||
| Price list | Hidden | |||
| Last visit | Hidden | Automatically determined. | ||
| Visiting frequency | Hidden | |||
| Due date | Hidden | The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week | ||
| Visit duration | Hidden | |||
| Tour | Hidden | |||
| Start week | Hidden | |||
| Client | Hidden | |||
| Attribute1-16 | Hidden | |||
| Type (customer) | Hidden | |||
| Currency | Hidden | |||
| Area | Hidden | |||
| Customer since | Hidden | |||
| State | Hidden | |||
| Main contact | Hidden | |||
| Delivery block | Hidden | |||
| Incoterms | Hidden | |||
| Incoterms 2 | Hidden | |||
| Terms of payment | Hidden | |||
| Terms of delivery | Hidden | |||
| Customer group | Hidden | |||
| Account group | Hidden | |||
| Homepage | Hidden | |||
| Listing | Hidden | |||
| Send invoice separately | Hidden | |||
| Delivery note without price | Hidden | |||
| ILN | Hidden | |||
| Invoice discount | Hidden | |||
| Form of payment | Hidden | |||
| Customer category | Hidden | |||
| Price group code | Hidden | |||
| Association | Hidden | |||
| Advertising material | Hidden | |||
| Tax Ident Number | Hidden | |||
| VAT ID | Hidden | |||
| Status | Hidden | |||
| Order block | Hidden | |||
| Assigned | Hidden | |||
| Abbreviation | Hidden | Yes |
FAQ
Release