Meeting with Sales Team

[fame-odoo]

7.12 Tuesday @ 12:00pm Meeting Schedule

• [x] Appearance: Figure out what widget they need and draw the basic sketches of them

  • [x] Come up with a basic layout of sale dashboards (Monday)
    • [x] Thinking about this during the weekend (7/8-7/10), and make it seeable
  • [x] #4
    • [x] Let the leader modify them or use the advice or requirements to update the layout (Tuesday)
    • [x] Confirm the 1st version of the dashboard and start the development (Tuesday)

• [x] #5

  • [x] The data sheet naming rule
  • [x] Which one in the sheet stands for the right team and right people
    • [x] US-DSBU -> for whole Buffalo?
    • [x] DSBU_{NAME} -> for each team member?
  • [x] Filter out the wrong person who is not from the local office. Take notes on that

• Use the Axure to make the demo more detailed and make a small presentation [Optional]

※Note #4

Things need to be adjusted:

1. Show top 10 salesperson of both offices

   • Add which office do they come from in the last column

2. Make the default view as the current month

   • Automatically pull the data and refresh the page daily