FFA

As a salesperson or manager,
I want a dashboard that allows me to track the status and progress of all quotations,
So that I can easily monitor open, expired, and closed quotations, as well as take necessary actions on pending quotations.

Acceptance Criteria:¶

1. Dashboard Overview:
   • The dashboard should display a summary of all quotations, categorized as:
     • Open Quotations: Quotations that are still valid and awaiting response.
     • Expired Quotations: Quotations whose validity period has expired.
     • Near-Expiry Quotations: Quotations that will expire within the next X days (configurable).
     • Closed Quotations: Quotations that have been accepted or rejected by the client.
2. Key Metrics:
   • The dashboard should include key metrics at a glance, such as:
     • Total number of open quotations.
     • Total number of quotations near expiry.
     • Total number of expired quotations.
     • Number of quotations closed (accepted/rejected).
     • Success rate (percentage of accepted quotations vs total quotations sent).
3. Quotation Details:
   • For each category (Open, Near-Expiry, Expired, Closed), users should be able to view a list of quotations with the following details:
     • Quotation ID/Reference Number.
     • Client name.
     • Date issued.
     • Validity period (start and end date).
     • Salesperson responsible.
     • Current status (e.g., awaiting client response, sent for approval).
     • Total amount of the quotation.
   • Users should be able to click on each quotation to view full details and take actions.
4. Filter & Search Functionality:
   • Users should be able to filter and search the quotation list by:
     • Date range.
     • Salesperson.
     • Client name.
     • Quotation status (Open, Near-Expiry, Expired, Closed).
   • Additional advanced filters could include searching by specific product categories or amounts.
5. Visual Representation:
   • Include graphs and charts to visually represent:
     • The number of quotations in each status (open, expired, near-expiry, closed).
     • Monthly trends showing quotations sent, accepted, and rejected over time.
     • Success rate over the past X months.
     • Comparison between different salespeople or teams in terms of quotation success rate.
6. Security & Permissions:
   • Ensure that users only see quotations they are authorized to view, based on their role (salesperson, manager, etc.).
   • Managers should be able to see all quotations under their team, while individual salespeople should only see their own quotations.
7. Export Options:
   • Provide an option to export the list of quotations and key metrics in CSV or Excel format for reporting purposes.

Non-functional Requirements:¶

• The dashboard should load quickly, even when dealing with a large number of quotations.