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bezlio / bezlio-gallery

Collection of bezls that you can import and use in your Bezlio account
MIT License
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Sales Manager - Sales Funnel #28

Closed aellis closed 6 years ago

aellis commented 6 years ago

Create a sales funnel using https://www.fusioncharts.com/charts/funnel-charts/. A query is being developed for this for Epicor now with the following direction:

o Return the current sales funnel in dollars. I know Epicor has a concept within a quote for the various stages, will need to see if Visual has the same. I will be presenting them in the order the query returns them so sort them according to process order.

Develop the initial version Excel targeted with a similar data profile in mind.

aellis commented 6 years ago

Note on this one - this goes under the role for sales manager and sales rep. The query itself / BRDB permissions will control the data that comes back so just document when switching the connection that they should add a parameter with bezl.env.currentUser.

bschnabs commented 6 years ago

@OnlyAGhost @aellis do we have a query yet for this?

aellis commented 6 years ago

It doesn't look like we have got one yet.

OnlyAGhost commented 6 years ago

I could prob create a Salesforce one quick. Or mock it in Excel

Sent from my iPhone

On Nov 6, 2017, at 6:40 PM, Adam Ellis notifications@github.com<mailto:notifications@github.com> wrote:

It doesn't look like we have got one yet.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHubhttps://github.com/bezlio/bezlio-gallery/issues/28#issuecomment-342325459, or mute the threadhttps://github.com/notifications/unsubscribe-auth/AF4yzc3tn8-EYEN9fezuAzVdvfHl5ycyks5sz5j6gaJpZM4QQN4N.

bschnabs commented 6 years ago

Yeah I'm just going to mock something up quick. Just wanted to check to avoid double work.

aellis commented 6 years ago

@soft-Dev - I just added this pull request. Looks like we have a small tweak - can you set the default data source upon installation to be Excel? It is set up to Epicor currently. Also, go ahead and make this one a featured. I think we will feature all new additions by default.