Support your sales team with their suggestion of project delivery date to the customer by aligning the proposed dates with what is already sold and scheduled in production.
Your sales team analyzes the dollar value of projects currently in Quotations, Orders, Work-orders (in production), and invoiced by week. By aligning sales and orders based on the maximum dollar value that can be managed in production, your company puts all the chances on their side to respect the delivery date suggested to the customer.
Compared to the traditional sales pipeline, the stacked pipeline makes it possible to know the true value of ongoing projects for the week in order to manage a sales (or production) capacity.
Results per week
Based on the week, analyze what is in the pipeline.
Based on the installation date, you get the dollar value for the upcoming weeks :
On Quotations (excluding won, lost or deleted Quotations )
On Orders (the sum of the prices of the products that have not yet been transferred into work orders))
On Work-orders (Orders transferred into Work-Order and scheduled for production)
Detailed analysis per week
Quickly view the project details associated with each stick in the pipeline with a double-click, displaying the table of Quotations, Orders, Work-Order or Invoices for the selected week
Intervals in the stacked pipeline
Some large projects can be installed over several weeks. These projects can be managed in the stacked pipeline through the module Installation date by intervals
Information based on the week date
The installation date is the reference date used to generate the pipeline sticks. Adjust this date as the project progresses and the pipeline will adjust accordingly.
Exclude certain product categories
It is also possible to exclude from the calculation the value of all products that belong to certain product categories.