Task #16739
openTask #18713: Sprint Planning for 08/09/2025 - 19/09/2025
Dashboard for Salesperson or Operations
100%
Description
Sales Dashboard
This dashboard loads when a user with 'sales' authority logs in. This typically refers to sales or operations officers who create File References, House BLs and Quotations.
Data Visibility: Each user sees only their own data.
The general filters defined in 1 above apply.
The default time span selected will be 'this month'.
Apply predictive analysis where applicable—normally this applies to charts (e.g., forecast next month’s sales based on historical patterns).
All reports should be able to filter by the following where applicable:
- Transport Mode: Ocean / Air (multi-select)
- Shipment Type: Import/Export (multi-select)
- Client(s) (multi-select search)
- Vessel (search)
- Custom Date Range (ETA)
- Custom Date Range (ETD)
Note: Default filter selection = Current Month (based on ETA).
My Sales
The user needs to see:
KPIs: (Default: Current Month—split by Import/Export)
- Total Quotations – Total HBLs
- Total Sales (MUR)—with Import/Export breakdown (e.g., “Import: 5.2M | Export: 3.8M”).
- Total Shipments—with Import/Export count (e.g., “Import: 120 | Export: 85”).
- Total Cost (MUR)
- Total Profit (MUR)
- Gross Profit Margin (%) - (Total Profit ÷ Total Sales) × 100.
- Sales Target vs Actual (%—shown separately for Import and Export
Charts:¶
- Bar/Column Chart: Cost vs Sales for all BLs within the selected period (default: this month)—split Import/Export.
- Stacked Bar or Pie: Import vs. Export Split showing shipment count and sales value.
- Trend Line Chart: Sales trend over time (e.g., weekly or monthly)—includes forecast line.
- Pareto Chart (80/20)—Identify which clients contribute the majority of sales.
- Pie/Bar Chart—showing % sales by service type (Freight, Clearing, Transport, et
Tables:
House BL Table:
- Shipment Type (Import/Export)
- BL Ref
- Status of BL
- File Reference containing the BL
- File Ref Status
- Cost Amount (per House BL) - MUR
- Sales Amount (per House BL) - MUR
- Profit- MUR
- Vessel Schedule (Date & Vessel Name)
- Client Name
File Reference Table:
- Shipment Type (Import/Export)
- Total Number of BLs
- File Ref Status
- Total Cost (per File Reference) - MUR
- Total Sales (per File Reference) - MUR
- Total Profit- MUR
- Vessel Schedule (Date & Vessel Name)
- Client Name
My Clients
Charts:
- Pie Chart: New vs. Existing Clients.
- Bar Chart: Most Active vs. Least Active Clients (number of shipments).
- Horizontal Bar Chart: Top 10 Clients—drill down to shipment details.
Tables:
Client list with:¶
- Client Name
- Status (New / Existing)
- Label—blacklisted, etc.
- How many days inactive?
- Total Shipments
- Total Sales Value
- Last Shipment Date
- Average Sales Value per Shipment
3. My Quotations
Charts:
- Stacked Bar Chart: Quotations by Status (Requested, Approved, Cancelled, etc..).
- Win/Loss Ratio Chart – % of quotations converted to confirmed bookings.
Tables:
- Quotation Ref.
- Client Name
- Status
- Date Created
- Requested Service – Freight, Clearing, transport, etc.
- Quotation Validity Date – Last Date for Validity -expiry….
- Converted to BL? (Yes/No)
- Ageing Days (e.g., "Waiting for Supervisor Approval" for X days)
- Quotation Total Charges
GitLab Sync Log
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