EQM Manager mashup

The EQM Manager mashup is an application designed to provide an overview of the quotation process and could be used by sales or bid manager. The EQM Manager mashup provides a number of buttons and tabs to review on-going quotations, won/lost quotations, approve quotations and deal review of released quotations.

The EQM Manager mashup provides the following buttons and tabs:

• Ongoing button

  From this button the sales manager can see the status of quotations where they are the sales manager on the quotation header. This button provides a number of tabs including:

  • Total value tab

    This tab provides a list of quotations. Status’s from in-progress (10) to accepted (50) are displayed in the tab.

  • Value per sales person tab

    This tab provides a list of salespersons reporting to the sales manager.

• Won/Lost button

  From this button the sales manager can see statistical information on the ratio between won and lost quotations. A won quotation is at status sales order created (80) whilst a lost quotation is at status 90. This button provides a number of tabs including:

  • Order created tab

    This tab provides a list of quotations that have been released to sales orders.

  • Lost sale tab

    This tab provides a list of quotations which are marked as being lost sale.

• Approval button

  From this button the sales manager can access quotations which are awaiting approval (status 20) and optionally edit the quotation details. The approver has the option to approve or reject the quotation. If the quotation is rejected then text can also be entered as well which is useful for explaining why its been rejected.

• Deal Review button

  From this button the sales manager can review orders created for released quotations. This button provides a two tabs including:

  • Fulfillment

    This tab provides a list of quotation lines displaying the order status of each line.

  • Sales Analysis

    This tab provides a list of quotation lines displaying the difference between the sales and cost price on the quotation and the actual invoice values