Sales Rep Dashboard (Window ID-53156)

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Table of Contents

Window: Sales Rep Dashboard

Description: The Sales Rep Dashboard provides a single location for managing sales opportunities

Help:

Tab: Dashboard

Description: Sales Rep dashboard

Help:

Sales Rep Dashboard - Dashboard - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Sales Pipeline C_SalesDashboard.SalesPipeline
integer
Chart
Sales Rep Name Sales Representative Name The name of the sales rep that this dashboard relates to. C_SalesDashboard.Name
character varying(60)
String
User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact C_SalesDashboard.AD_User_ID
numeric(10)
Table Direct

Tab: Leads

Description: Leads assigned to Sales Rep

Help:

Sales Rep Dashboard - Leads - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Tenant Tenant for this installation. A Tenant is a company or a legal entity. You cannot share data between Tenants. AD_User.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within tenant An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. AD_User.AD_Org_ID
numeric(10)
Table Direct
Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. AD_User.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. AD_User.Description
character varying(255)
String
Comments Comments or additional information The Comments field allows for free form entry of additional information. AD_User.Comments
character varying(2000)
Text
Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

AD_User.IsActive
character(1)
Yes-No
EMail Address Electronic Mail Address The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web. AD_User.EMail
character varying(60)
String
Phone Identifies a telephone number The Phone field identifies a telephone number AD_User.Phone
character varying(40)
String
2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. AD_User.Phone2
character varying(40)
String
Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location AD_User.Fax
character varying(40)
String
Address Location or Address The Location / Address field defines the location of an entity. AD_User.C_Location_ID
numeric(10)
Location (Address)
Title Name this entity is referred to as The Title indicates the name that an entity is referred to as. AD_User.Title
character varying(40)
String
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson AD_User.C_BPartner_ID
numeric(10)
Search
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner AD_User.C_BPartner_Location_ID
numeric(10)
Table Direct
Position Job Position AD_User.C_Job_ID
numeric(10)
Table Direct
Birthday Birthday or Anniversary day Birthday or Anniversary day AD_User.Birthday
timestamp without time zone
Date
Last Contact Date this individual was last contacted The Last Contact indicates the date that this Business Partner Contact was last contacted. AD_User.LastContact
timestamp without time zone
Date
Last Result Result of last contact The Last Result identifies the result of the last contact made. AD_User.LastResult
character varying(255)
String
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. AD_User.C_Campaign_ID
numeric(10)
Table Direct
Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. AD_User.SalesRep_ID
numeric(10)
Table
Lead Source The source of this lead/opportunity AD_User.LeadSource
character varying(10)
List
Lead Source Description Additional information on the source of this lead/opportunity AD_User.LeadSourceDescription
character varying(255)
Text
Lead Status The status of this lead/opportunity in the sales cycle AD_User.LeadStatus
character varying(10)
List
Lead Status Description Additional information on the status of this lead/opportunity AD_User.LeadStatusDescription
character varying(255)
Text

Tab: Opportunities

Description: Opportunities assigned to Sales Rep

Help:

Sales Rep Dashboard - Opportunities - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Tenant Tenant for this installation. A Tenant is a company or a legal entity. You cannot share data between Tenants. C_Opportunity.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within tenant An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. C_Opportunity.AD_Org_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

C_Opportunity.DocumentNo
character varying(60)
String
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_Opportunity.C_BPartner_ID
numeric(10)
Search
User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact C_Opportunity.AD_User_ID
numeric(10)
Table Direct
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. C_Opportunity.C_Campaign_ID
numeric(10)
Table Direct
Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. C_Opportunity.SalesRep_ID
numeric(10)
Table
Sales Stage Stages of the sales process Define what stages your sales process will move through C_Opportunity.C_SalesStage_ID
numeric(10)
Table
Probability C_Opportunity.Probability
numeric
Amount
Expected Close Date Expected Close Date The Expected Close Date indicates the expected last or final date C_Opportunity.ExpectedCloseDate
timestamp without time zone
Date
Opportunity Amount The estimated value of this opportunity. C_Opportunity.OpportunityAmt
numeric
Amount
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Opportunity.C_Currency_ID
numeric(10)
Table Direct
Description Optional short description of the record A description is limited to 255 characters. C_Opportunity.Description
character varying(255)
String
Comments Comments or additional information The Comments field allows for free form entry of additional information. C_Opportunity.Comments
text
Text
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_Opportunity.C_Order_ID
numeric(10)
Search
Close Date Close Date The Start Date indicates the last or final date C_Opportunity.CloseDate
timestamp without time zone
Date
Cost Cost information C_Opportunity.Cost
numeric
Amount

Tab: Activities

Description: Sales Rep Activities

Help:

Sales Rep Dashboard - Activities - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Tenant Tenant for this installation. A Tenant is a company or a legal entity. You cannot share data between Tenants. C_ContactActivity.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within tenant An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. C_ContactActivity.AD_Org_ID
numeric(10)
Table Direct
Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. C_ContactActivity.SalesRep_ID
numeric(10)
Table
Activity Type Type of activity, e.g. task, email, phone call C_ContactActivity.ContactActivityType
character varying(10)
List
Description Optional short description of the record A description is limited to 255 characters. C_ContactActivity.Description
character varying(255)
String
User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact C_ContactActivity.AD_User_ID
numeric(10)
Search
Sales Opportunity C_ContactActivity.C_Opportunity_ID
numeric(10)
Table Direct
Comments Comments or additional information The Comments field allows for free form entry of additional information. C_ContactActivity.Comments
text
Text
Start Date First effective day (inclusive) The Start Date indicates the first or starting date C_ContactActivity.StartDate
timestamp without time zone
Date+Time
End Date Last effective date (inclusive) The End Date indicates the last date in this range. C_ContactActivity.EndDate
timestamp without time zone
Date+Time
Complete It is complete Indication that this is complete C_ContactActivity.IsComplete
character(1)
Yes-No


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