Open pipeline
OMR 4.4k
Open quoted value including freight and VAT context.
Employee workspace
Reports
Sales, sourcing, operations, finance, and service work in one place.
Control Linked KPIs
Reports
A linked management view for sales conversion, supplier response, margin health, payment verification, shipment delays, and overdue work.
Margin posture
Healthy
Target margin is 20%, minimum margin is 12%.
Payment holds
2
Bank proof submitted but not verified.
Shipment watch
3
Land/sea routes with pending client updates.
Report library
MVP reports
Sales
Commercial pipeline
Pipeline report opens the underlying quote and order lists.
Shows Quote conversion
Primary link Customer quotes
Export CSV/XLSX later
Finance
Finance cycle
Finance report links invoices, payment proofs, and access unlocks.
Shows Invoice/payment cycle
Primary link Invoices
Export Finance register
Operations
Supplier and shipment performance
Operations report links sourcing and shipment readiness.
Shows Supplier and shipment performance
Primary link Shipments
Export Ops register
Selected report
Commercial pipeline
Track quote count, open value, approval needs, margin posture, client approval, conversion, and stale follow-ups.
Shows
Quote conversion
Primary link
Customer quotes
Export
CSV/XLSX later
Owner
Sales
Report set
Each report should be a door into the operational record, not a dead dashboard tile.
Visibility
The first export scope should stay narrow enough to trust before expanding into full BI.
Owner/Admin
Owner/Admin can export all commercial reports.
Sales
Sales sees client-facing pipeline without supplier cost.
Finance
Finance sees invoices, proofs, receipts, and VAT posture.
Files and previews
Export packet
CSV/XLSX export should preserve filters, date range, role visibility, and generated-at metadata.
XLSX