Sales Module
This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.
The Sales Module is the core of Production, providing end-to-end sales management from lead capture through payment collection.
Your Role on This Page
- Admin
- Department Lead
- Team Lead
- Member
As an Admin, you see the full sales dashboard with all metrics and can manage everything. You have organization-wide visibility and control over all sales operations, including clients, enquiries, quotes, invoices, and payments.
As a Department Lead, you see the department sales overview. You can monitor sales activities within your department and track team performance.
As a Team Lead, you see team sales metrics. You can track your team's pipeline, conversion rates, and target progress.
As a Member, you see your personal sales metrics. You can manage your own enquiries, quotes, invoices, and payments, and track your individual targets.
Screenshot
Sales Dashboard
The main sales page displays:
- Pipeline Stats — Total enquiries, quotes, invoices, and payments
- Quick Stats Row — Key metrics at a glance (revenue, conversion rates)
- Quick Actions Panel — Shortcuts to create enquiries, log calls, register clients
- Activity Feed — Recent sales activities across the team
Screenshots for this page will be added once the Production app pages are restored. The app is currently undergoing a codebase optimization.
Sales Pipeline
The sales pipeline tracks deals through these stages:
| Stage | Description |
|---|---|
| Enquiry | Initial lead or customer interest captured |
| Quote | Formal quotation sent to the client |
| Purchase Order | Client confirms with a PO |
| Invoice | Invoice generated and sent |
| Payment | Payment received and recorded |
Quick Actions
From the dashboard, you can quickly:
- New Enquiry — Capture a new lead
- Log Call — Record a client interaction
- New Client — Register a new client
- New Quote — Create a quotation
- New Invoice — Generate an invoice
Role-Based Views
| Role | Dashboard Shows |
|---|---|
| Salesperson | Own pipeline, personal stats, assigned targets |
| Sales Lead | Team pipeline, team stats, team targets |
| Administrator | Organization-wide pipeline and all metrics |
KPI Integration
The sales module integrates with the KPI system. Activities like creating enquiries, converting quotes, and collecting payments earn KPI points. See Targets and Rewards for details.
Use the Quick Actions panel on the dashboard for the fastest way to log daily sales activities.