Part of package 4: Sales Portal
Overview/Dashboard
Sales & service dashboard
KPIs across the active region. All figures reflect mock data from CRM, ERP and service systems.
Region · Worldwide
HubSpot CRM↔Account & contact sync (mock)
abas ERP (on-prem)←Order history & invoicing
iPaaS / Power Automate↔Workflow orchestration
Open quotes
6
+3 vs last week
Pipeline (EUR)
651.300 €
+8.4% MoM
Pipeline (USD)
$619,000
+12.1% MoM
Academy completion
78%
+6pt QoQ
Pipeline funnel
Quote stage distribution · all quote types
Draft
4
Awaiting customer
2
Order received
2
Confirmed by abas
1
Handed over to service
1
Lost
1
Avg deal size
€ 168k
Win rate (QTD)
32%
Cycle time
46 days
My open tasks
5 items · prioritized
- High
Follow up on Q-3301 (MTU)
Due Today · L. Berger
- High
Prepare ITAR review pack for Lockheed
Due Today · P. Nguyen
- Medium
Send pricing update to Hahn+Kolb dealers
Due Tomorrow · M. Heller
- Low
Schedule re-cert for Bosch Rexroth ops
Due Jul 02 · M. Heller
- Medium
Review draft Q-3322
Due Jul 03 · M. Heller
Recent quotes
Predictive maintenance
8 open opportunities · 213.629 € potential value
- Now
Replacement venturion 1000 with trade-in
Lockheed Martin — Fort Worth · venturion 1000 · VN-30021
- Now
Replacement smile 420 with trade-in
Bosch Rexroth · smile 400 · SM-43911
- Now
Premium Care 12 months
Bosch Rexroth · smile 400 · SM-43911