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Example site for an entirely fictional business — not a real company.

Kontur SalesAshcombe Industrial Supplies LLC

Sample data

Opportunities

All opportunities by stage, plus the field visit plan and every deadline falling in the next two weeks.

Sales pipeline

A slice: opportunities in the North and Central regions. Above each column are the number of opportunities and the total quoted value in this view.

Qualifying

3 opportunities · $24,700.00

  • Thackeray Agricultural

    Hydraulic hoses · T. Whitlock

    $6,900.00Lead

  • Ridgeway Plastics

    First pneumatics demand · T. Whitlock

    $11,200.00First contact pending

  • Harrowfield Special Machinery

    Linear guides · A. Winstanley

    $6,600.00Lead

Requirement agreed

3 opportunities · $61,400.00

  • Brinkworth Engineering

    Conveyor kit, hall 3 · A. Winstanley

    $28,400.00Requirements survey

  • Kirkham Tooling

    Ball screws · K. Bramwell

    $19,800.00Sample set

  • Sanders Metalworks

    Weld fume extraction · K. Bramwell

    $13,200.00Site meeting

Quotation out

3 opportunities · $47,860.00

  • Fairbrook Packaging

    AN-2617 · D. Ashworth

    $18,940.00sent 30 Jul

  • Sanders Metalworks

    AN-2609 · K. Bramwell

    $12,480.00Query open

  • Sandusky municipal utilities

    Tender 24-118 · S. Pemberton

    $16,440.00Deadline 7 Aug

Negotiation

2 opportunities · $97,972.00

  • Hargreaves Conveyor Systems

    Framework 2027 · M. Fenwick

    $83,772.00Terms

  • Kendrick & Marsh Engineering

    Spare parts package · S. Pemberton

    $14,200.00Re-negotiating

Decision pending

2 opportunities · $33,940.00

  • Bulmer Forming Technology

    Drive maintenance package · M. Fenwick

    $21,740.00Answer promised 6 Aug

  • Eastgate Recycling

    Conveyor drums · J. Kirkland

    $12,200.00Board sign-off

Field visits, week of 3 August

Appointments in the North, Central and West regions. Travel time is not blocked out.

Mon 3 Aug

  • 8:30 AM

    Sanders Metalworks, Toledo

    K. Bramwell · follow-up on AN-2609

  • 1:00 PM

    Kirkham Tooling, Zanesville

    K. Bramwell · hand over sample set

Tue 4 Aug

  • 9:00 AM

    Hargreaves Conveyor Systems, Dayton

    M. Fenwick · framework terms round

  • 2:30 PM

    Bulmer Forming Technology, Muncie

    M. Fenwick · present maintenance package

Wed 5 Aug

  • 10:00 AM

    Ridgeway Plastics

    T. Whitlock · first visit, third attempt

Thu 6 Aug

  • 8:00 AM

    Brinkworth Engineering, Peoria

    A. Winstanley · requirements survey, hall 3

  • 11:30 AM

    Fairbrook Packaging, Terre Haute

    D. Ashworth · feedback on sample set

  • 3:00 PM

    Inside sales round, Columbus

    Sales management · pipeline North and Central

Fri 7 Aug

  • 9:30 AM

    Sandusky municipal utilities

    S. Pemberton · submit tender 24-118

Deadlines in the next 14 days

OpportunityCompanyStageQuoted valueAccount managerDeadlineState
OP-2609CompanySanders Metalworks LLCStageQuotation outQuoted value$12,480.00Account managerK. BramwellDeadline04 AugStateQuery open
OP-2617CompanyFairbrook Packaging LLCStageQuotation outQuoted value$18,940.00Account managerD. AshworthDeadline05 AugStateAwaiting reply
OP-2534CompanyBulmer Forming Technology Inc.StageDecision pendingQuoted value$21,740.00Account managerM. FenwickDeadline06 AugStateAwaiting reply
OP-2588CompanySandusky municipal utilitiesStageQuotation outQuoted value$16,440.00Account managerS. PembertonDeadline07 AugStateBid deadline
OP-2519CompanyEastgate Recycling LLCStageDecision pendingQuoted value$12,200.00Account managerJ. KirklandDeadline11 AugStateSign-off pending
OP-2551CompanyHargreaves Conveyor Systems Inc.StageNegotiationQuoted value$83,772.00Account managerM. FenwickDeadline12 AugStateTerms disputed

6 opportunities · total $165,572.00

The project frame

How Awelior would approach this project

Ashcombe Industrial Supplies LLC is invented — the way it is built is not. None of this is work delivered for a client. It is the shape we would give such a project — with the same depth, but without a client who would have to answer for it.

Where it starts

Ashcombe Industrial Supplies LLC sells through inside and field sales. Every field rep keeps their follow-ups differently, the inside team files quotations in a binder, and sales management learns the state of a framework agreement by asking. If somebody drops out, their knowledge drops out with them — that is the real trigger, not a wish for reporting.

Decisions

  • The opportunity at the center, not the customer

    The center of gravity is the opportunity with its history, not the customer record. A wholesaler has few customers and many deals; put the customer in the middle and every quotation has to be reassembled by hand afterwards.

  • Pipeline as a board, contacts as a table

    Two views for two questions. The board answers “where does it stand”, the table “who haven't I spoken to in a while”. Forcing both into one view produces a view that answers neither well.

  • Follow-up is a field, not a calendar entry

    Reminders hang off the opportunity and travel with it when it changes hands. In one person's calendar the follow-up would be exactly what it was before: private, and unfindable when they are away.

Deliberately left outNo quotation building and no email sending. Both belong with the merchandise system, not the CRM — a second system that calculates prices is the most reliable source of two different quotations carrying the same number.

What is in it

Screens
5
Content blocks
19
Languages
4

Five screens, in all four languages, with sidebar, header and stated role. Navigation between screens works; tables, board, charts and forms are rendered and inert. Every name, number and value is invented.

How it would go on

  • Migrating the spreadsheets

    Merging three grown-up spreadsheets is half the effort of the project — duplicates, inconsistent spellings, contacts with no company.

  • Merchandise system and quotations

    Item prices, customer terms and quotation status have to come from the system of record, or CRM and job book drift apart.

  • Mobile for field sales

    Follow-ups and visit reports get captured in the car, not at a desk. That is a separate interface, not the same page on a small screen.

Talk through your project

Sample data

An application like this for your business?

Kontur Sales is invented — the way it is cut is not. Applications like this come out of the processes a business already runs.

Talk about a solutionBack to the software solutionsThe service page: Business software

Sample application by Awelior. Invented business, invented data, nothing stored.