Manufacturing company · Sales operations
A sales control panel for a manufacturing company
Sales managers, regional departments and executives run the pipeline, quotes and follow-ups in one place and see plan against actual results.
What had to work better
A manufacturing company needed one place to run its sales pipeline from first contact to signed order. Sales managers, regional departments and executives also needed a shared view of plan versus actual performance by department, product and period.
Built for each role
Sales managers
Move deals from first contact to signed order, build quotes and keep follow-ups on schedule.
Regional departments
Work with their own accounts and pipeline, filtered by region, product line and period.
Executives
See plan against actual results across departments, products and periods.
What we built
- A pipeline from first contact to signed order, with stages, deal values and probabilities
- A quote builder with product specifications, discounts and an approval chain
- Tasks, follow-ups and reminders attached to each deal
- Filters by product line, currency, region, manager and period
- A dashboard comparing plan and actual results for leads, specifications, closed deals and revenue
- Role-based access for sales managers, regional departments and executives
What changed
The company runs its sales process in one place. Managers see what is happening today, follow open deals and tasks, and track performance against plan without waiting for a quarterly report.