Sales & CRM CEO / Admin
Manage customers, orders, invoices and the commercial pipeline.
Access
Sidebar → Sales & CRM
Or directly via: /dashboard/sales-crm
CRM Dashboard
Route: /dashboard/sales-crm
Commercial overview with:
- Current revenue
- Pending orders
- Unpaid invoices
- Sales performance
Customers
Route: /dashboard/sales-crm/customers
| Action | Description |
|---|---|
| List | All customers with search and filters |
| Customer record | Contact details, order history, ML scoring |
Orders
| Action | Route | Description |
|---|---|---|
| List | /dashboard/sales-crm/orders | All orders |
| Create | /dashboard/sales-crm/orders/create | New order |
| Detail | /dashboard/sales-crm/orders/:id | Order tracking |
Creating an Order
- Click + New Order
- Select the customer
- Add products (palm oil, nuts, papayas)
- Set quantities and prices
- Click Save
Invoices
| Action | Route | Description |
|---|---|---|
| List | /dashboard/sales-crm/invoices | All invoices |
| Create | /dashboard/sales-crm/invoices/create | New invoice |
| Detail | /dashboard/sales-crm/invoices/:id | Invoice detail and payment status |
Sales Analytics
Sales Analytics
Route: /dashboard/sales-crm/analytics
Sales reports by period, product and customer.
Customer Scoring (ML)
Route: /dashboard/sales-crm/customer-scoring
The ML scoring evaluates each customer on:
- Payment reliability: Settlement history
- Purchase volume: Average basket trend
- Growth potential: Future order prediction
Sales Pipeline (ML)
Route: /dashboard/sales-crm/pipeline
Pipeline view of commercial opportunities with conversion predictions.
Tip
Use ML scoring to prioritise follow-up with high-order-potential customers.