SXP Opportunities Dashboard

First published on 08/10/2023 at 6:54 pm

The Opportunities Dashboard allows named Sales Users to manage the opportunity pipeline. You can update basic details, such as stage, value, notes, and attachments, or drill down to edit more advanced opportunity details.

Quick Updates Using the Opportunities Board

To open the Opportunities Board, go to Sales User > My Opportunities (shown below).

Open the menu (1); go to Sales User (2) - My Opportunities (3).

Filter opportunities (1); Drag an opportunity between stages (2); Drill into opportunity (3) or customer details (5); edit details inline (4); view/add tasks (6), notes, (7) or attachments (8).

From this board, Sales Users can:

• Filter by date (month, quarter, or year) or view all opportunities assigned to the logged-in Sales User (marker 2 above).
• Drag and drop or use navigation buttons to update an opportunity’s stage.
• Drill into the opportunity or customer details by opening the opportunity or customer links (markers 4 and 6 above).
• Update notes or tasks for an opportunity by clicking on the notes/tasks icons (markers 7 and 8 above).
• Edit the opportunity value by clicking on the amount and changing the value (marker 5 above).

Advanced Filtering with Optional Roles

Sales manager and sales exec users can use advanced filtering to see opportunities based on a salesperson (marker 10 below), territory (marker 11 below) or customer (marker 12 below).

Filter based on salesperson (9), territory (10), or customer (11). Select a filter value (12,13) to update the opportunities displayed on the board.

Sales Manager Users can see data associated with their assigned sales employees and opportunities for their direct reports (i.e., sales employees assigned to that manager in B1 employee master data).

Sales Exec Users can see data associated with any sales employee.

Performance for Large Data Sets

To ensure smooth performance with large data sets, the opportunity board loads data “just in time” based on the selected filters. When a Sales User needs data, it’s ready promptly, balancing web responsiveness and back-end data load.

The opportunity board has been benchmarked at under 2 seconds when displaying more than a hundred opportunities (each with 10 attachments and activities). When additional filtering is applied, opportunities load even more quickly, with typical boards loading in a fraction of a second.

Activities

Supported activities can be linked from reports (such as the Sales User - My Open Activities or Sales User - My Closed Activities reports) using golden arrow drilldowns and the URL template ~/SalesUser/Activities/view/{0} where {0} is the activity ID (ClgCode).

An example of a “Task” activity is http://productdemos.vision33.com/employee-portal/SalesUser/Activities/view/12

Currently, the activity types “Notes” and “Tasks” are supported out of the box.

Editing a Task or Note

You can view an activity's details using the activity reports (Sales User - My Open Activities or Sales User - My Closed Activities). If the activity has a B1 status of “Open”, it is editable via the edit button. Shown below are tasks and notes screens.

Activity details screen - task.

Activity details screen - task in edit mode.

Activity details screen - note.

Activity details screen - note in edit mode.

Add Notes and Assign Follow-Up Tasks to an Opportunity

Tasks and notes can be added from the opportunities board (as outlined above) or the opportunity details screen. Activities can be edited from those pages or using the drill-down edit screen accessible on the Sales User report Sales User - My Open Activities.

Sales Users can assign tasks to other users, at which point the tasks will no longer be visible until they are re-assigned.

Tasks may be assigned a due date; if that date passes, it will turn red to alert users of the missed deadline.

Update Opportunity Details

To open the opportunity details screen, Sales Users may drill down into an opportunity from the opportunity board. Opportunities are also accessible from the "Opportunities" tab on the business partner details screen.

From the opportunity details screen, opportunities assigned to the business partner are visible in a list. A user can select the desired opportunity from the list or expand the list using the expand/collapse button to see additional opportunities assigned to that business partner.

To edit opportunity details, use the "Edit" button to activate "Edit Mode", then press "Save" to apply updates.

If desired, notes and tasks can be added or updated from the task log pane.

Adding Attachments to an Opportunity or Activity

An attachment can be added to an opportunity from the opportunity board or the edit opportunity screen.

If adding an attachment from the opportunity board, press the attachments button (paper clip).

Add/view attachments (1).

This will load the “Add Attachments” window. (Please note: Attachments cannot be deleted due to limitations in SAP Business One.)

On the attachments screen, select an attachment to upload using the "Add Files" button.

Uploaded activities appear in a list at the bottom of the screen.

Attachments can also be added to an opportunity using the opportunity details screen “Edit” button.

Attachments can be added to a task or note within the edit screens for those activities.

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