Sales Trend
Revenue vs Target (Monthly, Rp.M)
Revenue
Target
Pipeline Distribution
Deal value by stage (Rp.M)
Business Line Performance
Period: MTD June 2024
| Business Line | Revenue | Gross Profit | Net Profit | Margin | Change |
|---|
Quick Actions
Recent Documents
Leads Management
| Company | Contact | Sales | Status | Source | Est. Value | Created | Actions |
|---|
Company Documents
Manage company licenses and certifications
| Company | Document Type | File | Version | Size | Uploaded By | Uploaded At | Actions |
|---|
Orders
| Order No. | Customer | Sales | Date | Status | Items | Total Amount | Payment |
|---|
Sales Pipeline
Drag leads through your sales stages
Total Leads
10
This month
Conversion Rate
23.5%
4.2% vs last month
Avg. Deal Cycle
18 days
3 days slower
Revenue by Category
Product category breakdown
Lead Sources
Where leads come from
Sales Team Performance
Individual sales metrics comparison
Revenue by Sales
Individual revenue comparison (Rp)
Orders by Sales
Individual order count
Detailed Performance
| Sales Person | Leads | Active Leads | Customers | Orders | Revenue | Avg Order |
|---|
Sales Targets
Set sales targets per salesperson
All Sales Targets
| Sales Person | Year | Month | Target Amount | Actions |
|---|
Integrations
Accurate Online / ERP accounting connection
Accurate Online Connection
Masukkan Client ID dan Access Token dari developer Accurate Online
(account.accurate.id).
Token didapat melalui OAuth flow Accurate (response_type=token).
Scope yang dibutuhkan:
item_view item_save customer_view customer_save sales_invoice_view sales_invoice_save
Manual Sync
Arah: Customers, Products, Orders → Accurate Online. Stock ← dari Accurate Online.
Sync Log
| Time | Entity | Label | Direction | Status | Message |
|---|
User Management
Manage system user accounts
All Users
| User | Username | Role | Manager | Business Lines | Status | Actions |
|---|
Profile Settings
Manage your account information
Notifications
Configure how you receive notifications
Email Notifications
Receive order updates via email
New Lead Alerts
Get notified when a new lead is assigned
Order Status Changes
Alerts when order status is updated
Weekly Report Digest
Receive a weekly summary every Monday
Low Stock Warnings
Alert when product stock is below minimum
System Preferences
Application settings and preferences
Currency Format
Default currency display format
Date Format
Preferred date display format
Items Per Page
Default table page size
Business Line
Manage business lines and their performance metrics
All Business Lines
| Name | Revenue | Gross Profit | Net Profit | Margin % | Change % | Sort Order | Period | Actions |
|---|
Product Category
Manage product categories to organize your catalog
All Product Categories
| Name | Description | Product Count | Sort Order | Status | Actions |
|---|