[Vtigercrm-developers] Homepage - UI Discussion

[Nicholas Chan]

Hello Saint,

 

I would suggest adding sample standard roles, of which the common function
of each role will have preset views (customizable per user). Key lesson is
to provide only what information is needed and nothing more. Everything
should fit in an 800 x 600 screen without scrolling vertically or
horizontally. Here are my suggestions:

 

Salesforce Staffing

Sales Manager Homepage

Front page will provide a summary of the team he manages, with individual
drill-down capabilities to product/Sales Executive.

Summary would include new leads/tasks/contacts obtained today, pending
leads/tasks/contacts obtained by his team.

"Message to the team" function with edit/display on all members homepage in
his team.

"Progress vs Target" statistics and/or charts for the month/quarter/year

 

Sales Executive Homepage

Front page will provide a summary of his new leads, pending leads, follow up
cases and (if possible) reminders to contact clients who have not been
contacted for x number of days/weeks/months based on eg. Last sale/quote
date (workflow related)

IF ENABLED, sales executive will be able to compare his performance with the
others in the team he is in

"Message to the team" function for "online" Sales Manager updates 

 

Management

General Manager Homepage

Front page will provide a summary of the entire company, with individual
drill-down capabilities to product/sales team manager/Sales Executive.

Statistics for total leads/task/contacts for individual teams and as an
entire company, with charts to show daily/weekly/monthly/quarterly
performance on the various factors.

Summary of all aging/hottest products/etc and other custom analytics that
are relevant to management and strategic planning.

 

This is what I can think up of so far, will ask my team for feedback on the
v5.0 UI and pass it along.

 

  _____  

From: vtigercrm-developers-bounces at lists.vtigercrm.com
[mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Saint
Sent: 20 March 2006 21:29
To: LANCER : Developers List
Subject: [Vtigercrm-developers] Homepage - UI Discussion

 

Folks..

Send in your thoughts about what do you wish to see in the vtiger home page.
We are trying to identify a common pattern of requirement from all your
inputs. 

For example, as a sales person, what you wish to see in the home page (like
Pending tasks to be given more importance.. pending leads and contacts to be
shown next etc).. or, as a customer support guy, what you wish to see.. and
more. You can send in your general thoughts about home page too. :-)


thanks,
Saint



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