C04
Sales Management
Turn customer relationships into sustainable growth.
asking the database…
Total Sales
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Orders
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Active Opportunities
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Win Rate
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1. Sales Workspace
a unified view of all sales activities, customers, opportunities and orders: here, the commercial ledger
Date range: the whole ledger
DateTypeTitle / CustomerRelated ToValueStatusOwner
asking the ledger… All events →
The workbook holds no meetings, calls or tasks and the schema has no activity table; what a rep did is the ledger, and its actor is NULL on every imported event.
2. Sales Detail (Drawer)
full context at your fingertips
Opportunity
nothing to open: the opportunity table is empty, and the schema's opportunity is a weighted-tonnage forecast (expected_kg, etd_week, probability_pct), not a named deal with a stage
Stage
QualificationProposalNegotiationWon / Lost
no stage column exists; won and lost are quote outcomes, not opportunity stages
3. Sales Pipeline
track and manage opportunities by stage
Pipeline by stage
no opportunity row and no stage column; the only pipeline fact the schema holds is the quote status
no quote on the ledger
quotes by status, in value: the nearest thing to a pipeline
4. Sales KPIs
monitor performance at a glance · the whole ledger, no YTD control: the history is one year
5. Recent Activities
latest updates across your team
asking the ledger…
6. Quick Actions
common tasks for the sales team · read-only demonstrator