![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempeire-Sales_Rep_Dashboard-1024x247.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Only Active leads and opportunities are shown on the sales rep’s dashboard.<\/li>\n\n\n\n
- Each Opportunity must have a Sales Representative for pipeline reporting to work.<\/li>\n\n\n\n
- Probability and Opportunity Amount together calculate the Weighted Amount automatically.<\/li>\n\n\n\n
- A Lead is linked to a Business Partner once qualified and moved to Converted status.<\/li>\n\n\n\n
- Activities are logged against a Sales Representative, Lead, or Opportunity for follow-up tracking.<\/li>\n\n\n\n
- Sales Stage determines where the opportunity value appears in the pipeline chart.<\/li>\n\n\n\n
- Campaign assignment on leads and opportunities drives the campaign-wise dashboard chart.<\/li>\n\n\n\n
- An Activity marked Complete is removed from the sales rep’s open follow-up list.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Sales Representative user configured and linked to a Role with Sales Rep access.<\/li>\n\n\n\n
- Business Partner and Partner Location configured for existing retail accounts.<\/li>\n\n\n\n
- Marketing Campaign configured, if campaign-based reporting is required.<\/li>\n\n\n\n
- Sales Stage and Lead Source reference values configured.<\/li>\n\n\n\n
- Organization configured for the retail store, branch, or business unit.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\nQuote-to-Invoice (Sales) \u2192 Sales Management \u2192 Reopen Order<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Assign the Sales Representative<\/strong><\/h3>\n\n\n\nOpen the window and confirm the Sales Representative field matches the logged-in user. Each rep should only see their own leads, opportunities, and activities.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client\/company the sales rep belongs to.<\/td><\/tr> Organization<\/td> *<\/td> Store or business unit the rep operates in.<\/td><\/tr> Sales Representative<\/td> Santhosh<\/td> User assigned to own the leads and opportunities.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Capture and Qualify Leads<\/strong><\/h3>\n\n\n\nGo to the Leads Window, enter contact and enquiry details, and set the Lead Source. Update Lead Status as the enquiry progresses toward conversion.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Name<\/td> Arun Kumar<\/td> Contact name of the retail prospect.<\/td><\/tr> EMail Address<\/td> arun.kumar@example.com<\/td> Primary contact email.<\/td><\/tr> Phone<\/td> +91 98765 43210<\/td> Primary contact number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Business Partner linked once identified.<\/td><\/tr> Lead Source<\/td> Web Site<\/td> Origin of the enquiry.<\/td><\/tr> Lead Status<\/td> Converted<\/td> Current qualification stage of the lead.<\/td><\/tr> Campaign<\/td> Q1 LinkedIn Posts<\/td> Marketing campaign that generated the lead.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Create and Track the Opportunity<\/strong><\/h3>\n\n\n\nOpen the Sales Opportunities Window, link the Business Partner, set Sales Stage and Probability, and enter the Opportunity Amount. Weighted Amount calculates automatically.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document No<\/td> 1000014<\/td> System-generated opportunity number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Retail account the opportunity belongs to.<\/td><\/tr> Sales Stage<\/td> Prospecting<\/td> Current stage in the sales pipeline.<\/td><\/tr> Probability<\/td> 10.00<\/td> Likelihood of closing, in percent.<\/td><\/tr> Opportunity Amount<\/td> 1,000,000.00<\/td> Estimated deal value.<\/td><\/tr> Weighted Amount<\/td> 100,000.00<\/td> Opportunity Amount \u00d7 Probability.<\/td><\/tr> Currency<\/td> INR<\/td> Currency used for the opportunity value.<\/td><\/tr> Expected Close Date<\/td> 07\/08\/2026<\/td> Target date to close the deal.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Log Sales Activities<\/strong><\/h3>\n\n\n\nGo 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.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Activity Type<\/td> Email<\/td> Type of interaction logged.<\/td><\/tr> Description<\/td> Email chat<\/td> Short summary of the activity.<\/td><\/tr> User\/Contact<\/td> Test<\/td> Contact person the activity relates to.<\/td><\/tr> Start Date<\/td> 07\/08\/2026 1:53:44 PM<\/td> Date and time the activity occurred.<\/td><\/tr> Complete<\/td> Unchecked<\/td> Marks whether the follow-up is closed.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Review Dashboard Charts<\/strong><\/h3>\n\n\n\nReturn 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.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Dashboard shows no records<\/td> Sales Representative field not set on leads or opportunities<\/td> Assign the correct Sales Representative on each record.<\/td><\/tr> Weighted Amount stays zero<\/td> Probability field left blank or zero<\/td> Enter a valid Probability percentage before saving.<\/td><\/tr> Pipeline chart is empty<\/td> Sales Stage not selected on the opportunity<\/td> Select a valid Sales Stage from the reference list.<\/td><\/tr> Activity missing from dashboard<\/td> Start Date left blank on the activity<\/td> Enter a Start Date when logging any activity.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Sales Order window to convert won opportunities.<\/li>\n\n\n\n
- Validate the Sales Stage reference list to keep pipeline reporting accurate.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Sales Rep Dashboard in iDempiere is a consolidated CRM window that brings Leads, Opportunities, and Activities into a single […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20113","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20113"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions"}],"predecessor-version":[{"id":21153,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions\/21153"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Sales Representative user configured and linked to a Role with Sales Rep access.<\/li>\n\n\n\n
- Business Partner and Partner Location configured for existing retail accounts.<\/li>\n\n\n\n
- Marketing Campaign configured, if campaign-based reporting is required.<\/li>\n\n\n\n
- Sales Stage and Lead Source reference values configured.<\/li>\n\n\n\n
- Organization configured for the retail store, branch, or business unit.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\nQuote-to-Invoice (Sales) \u2192 Sales Management \u2192 Reopen Order<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Assign the Sales Representative<\/strong><\/h3>\n\n\n\nOpen the window and confirm the Sales Representative field matches the logged-in user. Each rep should only see their own leads, opportunities, and activities.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client\/company the sales rep belongs to.<\/td><\/tr> Organization<\/td> *<\/td> Store or business unit the rep operates in.<\/td><\/tr> Sales Representative<\/td> Santhosh<\/td> User assigned to own the leads and opportunities.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Capture and Qualify Leads<\/strong><\/h3>\n\n\n\nGo to the Leads Window, enter contact and enquiry details, and set the Lead Source. Update Lead Status as the enquiry progresses toward conversion.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Name<\/td> Arun Kumar<\/td> Contact name of the retail prospect.<\/td><\/tr> EMail Address<\/td> arun.kumar@example.com<\/td> Primary contact email.<\/td><\/tr> Phone<\/td> +91 98765 43210<\/td> Primary contact number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Business Partner linked once identified.<\/td><\/tr> Lead Source<\/td> Web Site<\/td> Origin of the enquiry.<\/td><\/tr> Lead Status<\/td> Converted<\/td> Current qualification stage of the lead.<\/td><\/tr> Campaign<\/td> Q1 LinkedIn Posts<\/td> Marketing campaign that generated the lead.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Create and Track the Opportunity<\/strong><\/h3>\n\n\n\nOpen the Sales Opportunities Window, link the Business Partner, set Sales Stage and Probability, and enter the Opportunity Amount. Weighted Amount calculates automatically.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document No<\/td> 1000014<\/td> System-generated opportunity number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Retail account the opportunity belongs to.<\/td><\/tr> Sales Stage<\/td> Prospecting<\/td> Current stage in the sales pipeline.<\/td><\/tr> Probability<\/td> 10.00<\/td> Likelihood of closing, in percent.<\/td><\/tr> Opportunity Amount<\/td> 1,000,000.00<\/td> Estimated deal value.<\/td><\/tr> Weighted Amount<\/td> 100,000.00<\/td> Opportunity Amount \u00d7 Probability.<\/td><\/tr> Currency<\/td> INR<\/td> Currency used for the opportunity value.<\/td><\/tr> Expected Close Date<\/td> 07\/08\/2026<\/td> Target date to close the deal.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Log Sales Activities<\/strong><\/h3>\n\n\n\nGo 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.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Activity Type<\/td> Email<\/td> Type of interaction logged.<\/td><\/tr> Description<\/td> Email chat<\/td> Short summary of the activity.<\/td><\/tr> User\/Contact<\/td> Test<\/td> Contact person the activity relates to.<\/td><\/tr> Start Date<\/td> 07\/08\/2026 1:53:44 PM<\/td> Date and time the activity occurred.<\/td><\/tr> Complete<\/td> Unchecked<\/td> Marks whether the follow-up is closed.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Review Dashboard Charts<\/strong><\/h3>\n\n\n\nReturn 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.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Dashboard shows no records<\/td> Sales Representative field not set on leads or opportunities<\/td> Assign the correct Sales Representative on each record.<\/td><\/tr> Weighted Amount stays zero<\/td> Probability field left blank or zero<\/td> Enter a valid Probability percentage before saving.<\/td><\/tr> Pipeline chart is empty<\/td> Sales Stage not selected on the opportunity<\/td> Select a valid Sales Stage from the reference list.<\/td><\/tr> Activity missing from dashboard<\/td> Start Date left blank on the activity<\/td> Enter a Start Date when logging any activity.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Sales Order window to convert won opportunities.<\/li>\n\n\n\n
- Validate the Sales Stage reference list to keep pipeline reporting accurate.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Sales Rep Dashboard in iDempiere is a consolidated CRM window that brings Leads, Opportunities, and Activities into a single […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20113","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20113"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions"}],"predecessor-version":[{"id":21153,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions\/21153"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Navigation<\/strong><\/h2>\n\n\n\nQuote-to-Invoice (Sales) \u2192 Sales Management \u2192 Reopen Order<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Assign the Sales Representative<\/strong><\/h3>\n\n\n\nOpen the window and confirm the Sales Representative field matches the logged-in user. Each rep should only see their own leads, opportunities, and activities.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client\/company the sales rep belongs to.<\/td><\/tr> Organization<\/td> *<\/td> Store or business unit the rep operates in.<\/td><\/tr> Sales Representative<\/td> Santhosh<\/td> User assigned to own the leads and opportunities.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Capture and Qualify Leads<\/strong><\/h3>\n\n\n\nGo to the Leads Window, enter contact and enquiry details, and set the Lead Source. Update Lead Status as the enquiry progresses toward conversion.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Name<\/td> Arun Kumar<\/td> Contact name of the retail prospect.<\/td><\/tr> EMail Address<\/td> arun.kumar@example.com<\/td> Primary contact email.<\/td><\/tr> Phone<\/td> +91 98765 43210<\/td> Primary contact number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Business Partner linked once identified.<\/td><\/tr> Lead Source<\/td> Web Site<\/td> Origin of the enquiry.<\/td><\/tr> Lead Status<\/td> Converted<\/td> Current qualification stage of the lead.<\/td><\/tr> Campaign<\/td> Q1 LinkedIn Posts<\/td> Marketing campaign that generated the lead.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Create and Track the Opportunity<\/strong><\/h3>\n\n\n\nOpen the Sales Opportunities Window, link the Business Partner, set Sales Stage and Probability, and enter the Opportunity Amount. Weighted Amount calculates automatically.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document No<\/td> 1000014<\/td> System-generated opportunity number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Retail account the opportunity belongs to.<\/td><\/tr> Sales Stage<\/td> Prospecting<\/td> Current stage in the sales pipeline.<\/td><\/tr> Probability<\/td> 10.00<\/td> Likelihood of closing, in percent.<\/td><\/tr> Opportunity Amount<\/td> 1,000,000.00<\/td> Estimated deal value.<\/td><\/tr> Weighted Amount<\/td> 100,000.00<\/td> Opportunity Amount \u00d7 Probability.<\/td><\/tr> Currency<\/td> INR<\/td> Currency used for the opportunity value.<\/td><\/tr> Expected Close Date<\/td> 07\/08\/2026<\/td> Target date to close the deal.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Log Sales Activities<\/strong><\/h3>\n\n\n\nGo 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.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Activity Type<\/td> Email<\/td> Type of interaction logged.<\/td><\/tr> Description<\/td> Email chat<\/td> Short summary of the activity.<\/td><\/tr> User\/Contact<\/td> Test<\/td> Contact person the activity relates to.<\/td><\/tr> Start Date<\/td> 07\/08\/2026 1:53:44 PM<\/td> Date and time the activity occurred.<\/td><\/tr> Complete<\/td> Unchecked<\/td> Marks whether the follow-up is closed.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Review Dashboard Charts<\/strong><\/h3>\n\n\n\nReturn 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.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Dashboard shows no records<\/td> Sales Representative field not set on leads or opportunities<\/td> Assign the correct Sales Representative on each record.<\/td><\/tr> Weighted Amount stays zero<\/td> Probability field left blank or zero<\/td> Enter a valid Probability percentage before saving.<\/td><\/tr> Pipeline chart is empty<\/td> Sales Stage not selected on the opportunity<\/td> Select a valid Sales Stage from the reference list.<\/td><\/tr> Activity missing from dashboard<\/td> Start Date left blank on the activity<\/td> Enter a Start Date when logging any activity.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Sales Order window to convert won opportunities.<\/li>\n\n\n\n
- Validate the Sales Stage reference list to keep pipeline reporting accurate.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Sales Rep Dashboard in iDempiere is a consolidated CRM window that brings Leads, Opportunities, and Activities into a single […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20113","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20113"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions"}],"predecessor-version":[{"id":21153,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions\/21153"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Step 1: Assign the Sales Representative<\/strong><\/h3>\n\n\n\nOpen the window and confirm the Sales Representative field matches the logged-in user. Each rep should only see their own leads, opportunities, and activities.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client\/company the sales rep belongs to.<\/td><\/tr> Organization<\/td> *<\/td> Store or business unit the rep operates in.<\/td><\/tr> Sales Representative<\/td> Santhosh<\/td> User assigned to own the leads and opportunities.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Capture and Qualify Leads<\/strong><\/h3>\n\n\n\nGo to the Leads Window, enter contact and enquiry details, and set the Lead Source. Update Lead Status as the enquiry progresses toward conversion.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Name<\/td> Arun Kumar<\/td> Contact name of the retail prospect.<\/td><\/tr> EMail Address<\/td> arun.kumar@example.com<\/td> Primary contact email.<\/td><\/tr> Phone<\/td> +91 98765 43210<\/td> Primary contact number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Business Partner linked once identified.<\/td><\/tr> Lead Source<\/td> Web Site<\/td> Origin of the enquiry.<\/td><\/tr> Lead Status<\/td> Converted<\/td> Current qualification stage of the lead.<\/td><\/tr> Campaign<\/td> Q1 LinkedIn Posts<\/td> Marketing campaign that generated the lead.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Create and Track the Opportunity<\/strong><\/h3>\n\n\n\nOpen the Sales Opportunities Window, link the Business Partner, set Sales Stage and Probability, and enter the Opportunity Amount. Weighted Amount calculates automatically.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Document No<\/td> 1000014<\/td> System-generated opportunity number.<\/td><\/tr> Business Partner<\/td> Vel<\/td> Retail account the opportunity belongs to.<\/td><\/tr> Sales Stage<\/td> Prospecting<\/td> Current stage in the sales pipeline.<\/td><\/tr> Probability<\/td> 10.00<\/td> Likelihood of closing, in percent.<\/td><\/tr> Opportunity Amount<\/td> 1,000,000.00<\/td> Estimated deal value.<\/td><\/tr> Weighted Amount<\/td> 100,000.00<\/td> Opportunity Amount \u00d7 Probability.<\/td><\/tr> Currency<\/td> INR<\/td> Currency used for the opportunity value.<\/td><\/tr> Expected Close Date<\/td> 07\/08\/2026<\/td> Target date to close the deal.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Log Sales Activities<\/strong><\/h3>\n\n\n\nGo 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.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Activity Type<\/td> Email<\/td> Type of interaction logged.<\/td><\/tr> Description<\/td> Email chat<\/td> Short summary of the activity.<\/td><\/tr> User\/Contact<\/td> Test<\/td> Contact person the activity relates to.<\/td><\/tr> Start Date<\/td> 07\/08\/2026 1:53:44 PM<\/td> Date and time the activity occurred.<\/td><\/tr> Complete<\/td> Unchecked<\/td> Marks whether the follow-up is closed.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Review Dashboard Charts<\/strong><\/h3>\n\n\n\nReturn 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.<\/p>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Dashboard shows no records<\/td> Sales Representative field not set on leads or opportunities<\/td> Assign the correct Sales Representative on each record.<\/td><\/tr> Weighted Amount stays zero<\/td> Probability field left blank or zero<\/td> Enter a valid Probability percentage before saving.<\/td><\/tr> Pipeline chart is empty<\/td> Sales Stage not selected on the opportunity<\/td> Select a valid Sales Stage from the reference list.<\/td><\/tr> Activity missing from dashboard<\/td> Start Date left blank on the activity<\/td> Enter a Start Date when logging any activity.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Sales Order window to convert won opportunities.<\/li>\n\n\n\n
- Validate the Sales Stage reference list to keep pipeline reporting accurate.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Sales Rep Dashboard in iDempiere is a consolidated CRM window that brings Leads, Opportunities, and Activities into a single […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20113","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20113"}],"version-history":[{"count":6,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions"}],"predecessor-version":[{"id":21153,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20113\/revisions\/21153"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20113"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20113"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Field<\/strong><\/td>| Sample Value<\/strong><\/td> | Description<\/strong><\/td><\/tr><\/thead> | Tenant<\/td> | POTS<\/td> | Client\/company the sales rep belongs to.<\/td><\/tr> | Organization<\/td> | *<\/td> | Store or business unit the rep operates in.<\/td><\/tr> | Sales Representative<\/td> | Santhosh<\/td> | User assigned to own the leads and opportunities.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n | Step 2: Capture and Qualify Leads<\/strong><\/h3>\n\n\n\n
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