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Lead, opportunity, quotation, order, credit, dispatch, invoice, collection, ledger, analytics, and manager KPIs in one sales operator flow. Values come from existing live sources only.
Operator Flow
0 live0 waiting0 exceptions
Lead InboxLoading
0 rowsBusiness Action: Qualify buyer interest and assign the account owner.Accounting Impact: No posting until a quote becomes a confirmed order.Inventory Impact: No reservation; demand signal is only visible to sales.Next Step: Waiting for execution engine to create or update leads.
Open existing workspaceOpportunity PipelineLoading
0 rowsBusiness Action: Track deal stage, value, customer need, and expected close.Accounting Impact: Forecast only; no receivable or revenue entry.Inventory Impact: Expected demand can inform planning, but stock is not touched.Next Step: Waiting for execution engine to move opportunity stages.
Open existing workspaceQuotation BuilderLoading
0 rowsBusiness Action: Review price, terms, taxes, delivery promise, and buyer requirement.Accounting Impact: Shows commercial value; no revenue or tax posting.Inventory Impact: Checks sellable promise without reserving inventory.Next Step: Waiting for execution engine to issue or revise quotations.
Open existing workspaceQuotation ApprovalLoading
0 rowsBusiness Action: Manager reviews margin, credit exposure, and discount exception.Accounting Impact: Approval protects revenue terms before order conversion.Inventory Impact: No stock move; approval only confirms commercial permission.Next Step: Waiting for approval execution engine.
Open existing workspaceSales OrderLoading
0 rowsBusiness Action: Confirm customer order, order lines, delivery date, and terms.Accounting Impact: Creates commitment context; invoice posting is still separate.Inventory Impact: May require ATP, reservation, production, or procurement handoff.Next Step: Waiting for order creation and confirmation engine.
Open existing workspaceCredit Limit ReviewLoading
0 rowsBusiness Action: Check exposure, overdue balance, and customer hold risk.Accounting Impact: Protects receivables before dispatch or invoice.Inventory Impact: Can hold dispatch release; stock remains unchanged here.Next Step: Waiting for credit approval engine.
Open existing workspaceDispatch QueueLoading
0 rowsBusiness Action: Review pick, pack, shipment, and customer delivery commitment.Accounting Impact: No invoice until billing is generated from dispatch evidence.Inventory Impact: Dispatch owner controls stock movement; this view does not post it.Next Step: Waiting for warehouse or logistics execution engine.
Open existing workspaceInvoice PreviewLoading
0 rowsBusiness Action: Preview invoice value, tax, customer, and order linkage.Accounting Impact: Expected receivable, revenue, output tax, and posting preview only.Inventory Impact: COGS and stock impact depend on posted dispatch/accounting handoff.Next Step: Waiting for invoice execution engine.
Open existing workspaceCollectionsLoading
0 rowsBusiness Action: Prioritize overdue customers and follow up collection promises.Accounting Impact: Receipt posting remains with finance; no money movement here.Inventory Impact: No stock impact; may influence future credit holds.Next Step: Waiting for receipt or collection execution engine.
Open existing workspaceCustomer LedgerLoading
0 rowsBusiness Action: Review invoices, receipts, adjustments, and open balance.Accounting Impact: Ledger view only; no journal or receivable mutation.Inventory Impact: No stock impact.Next Step: Waiting for posted customer transactions.
Open existing workspaceSales AnalyticsLoading
0 rowsBusiness Action: Review funnel, conversion, forecast, target, customer concentration, and exceptions.Accounting Impact: Management view only; no accounting entry.Inventory Impact: Highlights demand and dispatch pressure without stock mutation.Next Step: Waiting for live sales rows before analytics can mature.
Open existing workspace