Sales & quotation tracking

Quotation dashboard

Customize Nation · August–October 2026

Quotation outcomes

Monthly quotations

Latest quotations

Monthly performance targets

Visible to managers only when signed in

Set monthly accepted-quote targets for each staff member. Progress updates automatically as statuses change.

Manager access is enforced by the connected database. Offline demo targets are not access restricted.

Team database

Connect to your team database to publish the original quotations.

Recycle Bin

Only managers can move quotations here or restore them. Deleted quotations are excluded from all dashboards, percentages and targets.

Open the manager panel to view deleted quotations.

All quotations

Select any row to edit

Quotations awaiting follow-up

Waiting or marked CHASE

A waiting quotation is not necessarily overdue. The original workbook does not consistently provide follow-up due dates.

Quotation status board

Click a card to update its status
Showing the most recent 30 quotations per status in this board. Use the Quotations tab to search the full history.

Offline mode: data is saved on this device only. For real team sync, connect Local server using Office sync; all staff must sign in. Keep backups. Amount totals exclude entries that are blank or not a single valid numeric value.

Quotation

Office sync & sign-in

Connect your own Local server project to share one live quotation database across all team members. A manager must run the included database setup SQL once.

Your account must already be created by a manager in Local server Authentication.