Trackers Module

The Trackers Module provides users with a structured view of business tracking data in a tabular format, featuring KPIs, detailed insights, and action management capabilities. Trackers can be customized by IPGN Solutions to create tailored views based on business needs.

Sales Tracker & Sales Pipeline

• The Sales Tracker includes a Sales Pipeline, offering a fully customizable data view. Users can tailor the displayed fields by selecting the ‘Cog’ icon, which redirects them to Settings > Modules. There, users can choose which specific fields from the tracker should be visible.
• Trackers help teams collaborate on multiple tasks linked to specific stages of an enquiry or proposal, ensuring alignment across the business.
• Users can filter the tracker view by any available field, such as Customer Name, Status, or Assignee, to focus on relevant data.

Viewing & Managing Sales Data

• Users can click on a specific job within the tracker to access either Enquiry or Proposal details.
• A high-level summary appears in a pop-up window, where users can switch between tabs to view related information and available actions.
• The pop-up allows users to:
• Add a Story (record notes or progress updates).
• Create a Request (assign follow-up tasks).
• Set a Reminder (schedule alerts for key milestones).
• For full job details and additional actions, users can click the hyperlink leading to the complete job entry.
• If there are active related items, they are displayed alongside the primary job.
• Users can scroll down to view the Story section, which logs comments and updates related to the selected enquiry or proposal.

Exporting Data

• If the user has export permissions, they can download data using the ‘Export’ button.
• Options include:
• Exporting a CSV file for a selected job.
• Downloading a full tracker report for broader analysis.

Status & Data Management

• By default, the Tracker only displays 'Active' jobs in either the Enquiry or Proposal status.
• If archived or inactive data is appearing, users can update this in Settings > Reference Lists:

1. Navigate to Reference Tables > Status_choice table.
2. Locate the table_name (e.g., Proposal or Enquiry).
3. Check the ‘Status’ field and ensure the ‘is_active’ value is set to Yes for active entries.

Sales Pipeline KPI Visualization

• The KPI charts on the page represent the stages of the sales process, based on the status of Proposals/Enquiries in the tracker.
• These stage rules can be customized based on specific business needs. For modifications, contact IPGN Solutions directly.