How to Configure the Sales Rep Dashboard in iDempiere
The Sales Rep Dashboard in iDempiere is a consolidated CRM window that brings Leads, Opportunities, and Activities into a single screen for each sales representative.
It directly impacts pipeline visibility, sales forecasting, and conversion reporting, since every logged lead and opportunity feeds the dashboard charts in real time.
Process Flow
Business Rules
- Only Active leads and opportunities are shown on the sales rep’s dashboard.
- Each Opportunity must have a Sales Representative for pipeline reporting to work.
- Probability and Opportunity Amount together calculate the Weighted Amount automatically.
- A Lead is linked to a Business Partner once qualified and moved to Converted status.
- Activities are logged against a Sales Representative, Lead, or Opportunity for follow-up tracking.
- Sales Stage determines where the opportunity value appears in the pipeline chart.
- Campaign assignment on leads and opportunities drives the campaign-wise dashboard chart.
- An Activity marked Complete is removed from the sales rep’s open follow-up list.
Prerequisites
- Sales Representative user configured and linked to a Role with Sales Rep access.
- Business Partner and Partner Location configured for existing retail accounts.
- Marketing Campaign configured, if campaign-based reporting is required.
- Sales Stage and Lead Source reference values configured.
- Organization configured for the retail store, branch, or business unit.
Navigation
Quote-to-Invoice (Sales) → Sales Management → Reopen Order
Configuration Steps
Step 1: Assign the Sales Representative
Open the window and confirm the Sales Representative field matches the logged-in user. Each rep should only see their own leads, opportunities, and activities.
| Field | Sample Value | Description |
| Tenant | POTS | Client/company the sales rep belongs to. |
| Organization | * | Store or business unit the rep operates in. |
| Sales Representative | Santhosh | User assigned to own the leads and opportunities. |
Step 2: Capture and Qualify Leads
Go to the Leads Window, enter contact and enquiry details, and set the Lead Source. Update Lead Status as the enquiry progresses toward conversion.
| Field | Sample Value | Description |
| Name | Arun Kumar | Contact name of the retail prospect. |
| EMail Address | arun.kumar@example.com | Primary contact email. |
| Phone | +91 98765 43210 | Primary contact number. |
| Business Partner | Vel | Business Partner linked once identified. |
| Lead Source | Web Site | Origin of the enquiry. |
| Lead Status | Converted | Current qualification stage of the lead. |
| Campaign | Q1 LinkedIn Posts | Marketing campaign that generated the lead. |
Step 3: Create and Track the Opportunity
Open the Sales Opportunities Window, link the Business Partner, set Sales Stage and Probability, and enter the Opportunity Amount. Weighted Amount calculates automatically.
| Field | Sample Value | Description |
| Document No | 1000014 | System-generated opportunity number. |
| Business Partner | Vel | Retail account the opportunity belongs to. |
| Sales Stage | Prospecting | Current stage in the sales pipeline. |
| Probability | 10.00 | Likelihood of closing, in percent. |
| Opportunity Amount | 1,000,000.00 | Estimated deal value. |
| Weighted Amount | 100,000.00 | Opportunity Amount × Probability. |
| Currency | INR | Currency used for the opportunity value. |
| Expected Close Date | 07/08/2026 | Target date to close the deal. |
Step 4: Log Sales Activities
Go to the Activities tab under Lead window, select Activity Type, add a Description, and set the Start Date. Mark Complete once the follow-up is finished.
| Field | Sample Value | Description |
| Activity Type | Type of interaction logged. | |
| Description | Email chat | Short summary of the activity. |
| User/Contact | Test | Contact person the activity relates to. |
| Start Date | 07/08/2026 1:53:44 PM | Date and time the activity occurred. |
| Complete | Unchecked | Marks whether the follow-up is closed. |
Step 5: Review Dashboard Charts
Return to the Sales Rep Dashboard Window to view My Sales Pipeline (value by Sales Stage) and My Opportunities by Campaign. Refresh after adding or updating records.
Common Issues and Resolutions
| Issue | Cause | Resolution |
| Dashboard shows no records | Sales Representative field not set on leads or opportunities | Assign the correct Sales Representative on each record. |
| Weighted Amount stays zero | Probability field left blank or zero | Enter a valid Probability percentage before saving. |
| Pipeline chart is empty | Sales Stage not selected on the opportunity | Select a valid Sales Stage from the reference list. |
| Activity missing from dashboard | Start Date left blank on the activity | Enter a Start Date when logging any activity. |
Next Steps
- Configure the Sales Order window to convert won opportunities.
- Validate the Sales Stage reference list to keep pipeline reporting accurate.