Go to view sales cases via the page navigation Sales > Summary. In the Summary view’s sales pipeline, you can quickly see the sales cases in progress and their statuses. These correspond to the sales statuses defined in the company’s Settings . You can view sales cases either in List or Kanban format. Select your preferred display option from the right-hand side of the view.
The sales cases shown in the summary depend on the user’s permissions and the filters used in the view. You can filter the view by keywords or sales person. To see the Sales section in the page navigation, the user must have at least Project manager-level permissions for projects.
KPI figures
At the top of the summary view, there are predefined sales-related KPI figures with the following formulas:
| KPI figure | Formula |
|---|---|
| Sales this month | Project value of sales cases where expected order date is this month based on project value. |
| Estimated this month | Sales + weighted value of sales cases where expected order date is this month. |
| Cases in need of attention | Quantity of sales cases where there are no activities or activities are in the past or closing is overdue (expected order date = before today). |
| Hitrate this month | Sales cases won this month / (Lost sales cases this month + sales cases won this month) * 100%. |
Keywords: sales pipeline, sales cases, permissions, filters, KPI figure, sales this month, expected order date, cases in need of attention, hitrate, kanban view
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