Accus 499 Week 9 Case Study
Episode 499: Why am I Unsure about General Situation of Submitted Quotations?
"How much is the total of Quotations that have been submitted currently?"
Sales budget which all the Sales managers are care about. Even not being a Sales manager, there are many people who are care about company's sales progress.
- How many Quotations have been submitted?
- How much is the total of those Quotations?
- How many Order will be reported among them?
As a matter of course, if you would like to forecast the "Sales", "Quotation tracking" is essential.
"How many of what Issues in which Step?" will be obvious if the progress of series of Quoting operations, such as "Drafting", "Approval" and "Win-loss Report", have been managed (in a Workflow). Even "Order rate" can be calculated easily by aggregating of past Issues that flowed through the Workflow. (Or rather, "Productivity of the Sales department" should be questioned if they don't know the total price of submitted Quotations...) …show more content…
Drafting Quotation" and ends at "4. Win-loss Report". (Want to connect to "Billing Process" in the future...)
Once a Quotation operation has started, things that must be done at the moment ("to approve on draft of Quotation", "to submit the Quotation to the customer", etc.) will be clarified for both of Sales manager and salesperson. There will never be "Useless waiting time". And of course, never be omission or oversight.
And the directors on board would make check for "Quotations that have been submitted and waiting for Win-loss report" (Quotations that staying at the 4th Step) in every quarterly
"How much is the total of Quotations that have been submitted currently?"
Sales budget which all the Sales managers are care about. Even not being a Sales manager, there are many people who are care about company's sales progress.
- How many Quotations have been submitted?
- How much is the total of those Quotations?
- How many Order will be reported among them?
As a matter of course, if you would like to forecast the "Sales", "Quotation tracking" is essential.
"How many of what Issues in which Step?" will be obvious if the progress of series of Quoting operations, such as "Drafting", "Approval" and "Win-loss Report", have been managed (in a Workflow). Even "Order rate" can be calculated easily by aggregating of past Issues that flowed through the Workflow. (Or rather, "Productivity of the Sales department" should be questioned if they don't know the total price of submitted Quotations...) …show more content…
Drafting Quotation" and ends at "4. Win-loss Report". (Want to connect to "Billing Process" in the future...)
Once a Quotation operation has started, things that must be done at the moment ("to approve on draft of Quotation", "to submit the Quotation to the customer", etc.) will be clarified for both of Sales manager and salesperson. There will never be "Useless waiting time". And of course, never be omission or oversight.
And the directors on board would make check for "Quotations that have been submitted and waiting for Win-loss report" (Quotations that staying at the 4th Step) in every quarterly