iDempiere 13 標準ウィンドウ（AD_Window_ID: 53156）
メニュー: 販売管理 ▸ 見込顧客管理 ▸ 営業担当者ダッシュボード
The Sales Rep Dashboard provides a single location for managing sales opportunities
| # | タブ | テーブル | 階層 | 説明 |
|---|
| 10 | ダッシュボード | C_SalesDashboard | 0 | Sales Rep dashboard |
| 15 | 見込顧客(リード) | AD_User | 1 | Leads assigned to Sales Rep |
| 20 | 営業案件(オポチュニティ) | C_Opportunity | 1 | Opportunities assigned to Sales Rep |
| 40 | 営業活動(アクティビティ) | C_ContactActivity | 1 | Sales Rep Activities |
| フィールド | カラム | 型 | 必須 | 説明 |
|---|
| Sales Pipeline | SalesPipeline | Chart | | |
| Opportunity by Campaign | OpportunityCampaign | Chart | | |
| 売上金額 | SalesVolume | Chart | | Total Volume of Sales in Thousands of Currency |
| Open Requests | OpenRequests | Chart | | |
| Sales Rep Name | Name | String | | Sales Representative Name |
| ユーザー | AD_User_ID | Table Direct | | User within the system - Internal or Business Partner Contact |
| フィールド | カラム | 型 | 必須 | 説明 |
|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 名称 | Name | String | ✔ | Alphanumeric identifier of the entity |
| 説明 | Description | String | | Optional short description of the record |
| コメント | Comments | Text | | Comments or additional information |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| Eメール | EMail | String | | Electronic Mail Address |
| 電話番号 | Phone | String | | Identifies a telephone number |
| 電話番号2 | Phone2 | String | | サブ電話番号、緊急連絡電話 |
| FAX | Fax | String | | Facsimile number |
| 住所 | C_Location_ID | Location (Address) | | Location or Address |
| タイトル | Title | String | | Name this entity is referred to as |
| 取引先 | C_BPartner_ID | Search | | Identifies a Business Partner |
| 取引先住所 | C_BPartner_Location_ID | Table Direct | | Identifies the (ship to) address for this Business Partner |
| 役職 | C_Job_ID | Table Direct | | Job Position |
| 生年月日 | Birthday | Date | | Birthday or Anniversary day |
| 最新履歴日 | LastContact | Date | | Date this individual was last contacted |
| 最新履歴情報 | LastResult | String | | Result of last contact |
| 営業活動 | C_Campaign_ID | Table Direct | | キャンペーン、営業活動 |
| 社内担当者 | SalesRep_ID | Table | | Sales Representative or Company Agent |
| リードソース | LeadSource | List | | The source of this lead/opportunity |
| リードソース補足説明 | LeadSourceDescription | Text | | Additional information on the source of this lead/opportunity |
| リードステータス | LeadStatus | List | | The status of this lead/opportunity in the sales cycle |
| リードステータス補足説明 | LeadStatusDescription | Text | | Additional information on the status of this lead/opportunity |
| フィールド | カラム | 型 | 必須 | 説明 |
|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 伝票番号 | DocumentNo | String | ✔ | Document sequence number of the document |
| 取引先 | C_BPartner_ID | Search | ✔ | Identifies a Business Partner |
| ユーザー | AD_User_ID | Table Direct | | User within the system - Internal or Business Partner Contact |
| 営業活動 | C_Campaign_ID | Table Direct | | キャンペーン、営業活動 |
| 社内担当者 | SalesRep_ID | Table | | Sales Representative or Company Agent |
| 営業ステージ | C_SalesStage_ID | Table | ✔ | Stages of the sales process |
| 可能性 | Probability | Amount | ✔ | |
| 予定クローズ日付 | ExpectedCloseDate | Date | ✔ | Expected Close Date |
| 販売単価 | OpportunityAmt | Amount | ✔ | The estimated value of this opportunity. |
| 案件額×可能性 | WeightedAmt | Amount | | The amount adjusted by the probability. |
| 通貨 | C_Currency_ID | Table Direct | ✔ | The Currency for this record |
| 説明 | Description | String | | Optional short description of the record |
| コメント | Comments | Text | | Comments or additional information |
| 受注伝票 | C_Order_ID | Search | | Order |
| クローズ日付 | CloseDate | Date | | Close Date |
| 原価 | Cost | Amount | | Cost information |
| フィールド | カラム | 型 | 必須 | 説明 |
|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 社内担当者 | SalesRep_ID | Table | | Sales Representative or Company Agent |
| 営業活動タイプ | ContactActivityType | List | ✔ | Type of activity, e.g. task, email, phone call |
| 説明 | Description | String | ✔ | Optional short description of the record |
| ユーザー | AD_User_ID | Search | | User within the system - Internal or Business Partner Contact |
| 営業案件 | C_Opportunity_ID | Table Direct | | |
| コメント | Comments | Text | | Comments or additional information |
| 開始日付 | StartDate | Date+Time | ✔ | First effective day (inclusive) |
| 終了日付 | EndDate | Date+Time | | Last effective date (inclusive) |
| 完成 | IsComplete | Yes-No | | It is complete |