Pipeline Stages
Define sales stages, required fields and the conditions for moving a deal forward.
Solution
Custom CRM Dashboards for Sales Teams
UNO develops CRM systems for businesses with sales processes that need custom stages, quotations or reporting. Sales and management teams can work from agreed account records, activity history and pipeline definitions.
Functions to consider in the project scope
Illustrative interface previews with sample data. Final screens are designed around your requirements.
Quotation Builder
Prepare quotations using approved products, prices and authorisation limits.
Activity Capture
Record calls, meetings and follow-up tasks against the relevant account or opportunity.
Team Targets
Compare individual and team activity against agreed targets and reporting periods.
Customer History
Bring the selected customer records, documents and transaction references into one view.
Management Dashboard
Report pipeline value, ageing and conversion using definitions management has approved.
Agree how the sales pipeline is measured
A dashboard is only useful when sales and management use the same definitions. Establish opportunity ownership, stage criteria and reporting periods before migrating historical data.
- 01 Sales stages and required evidence
- 02 Account ownership and permissions
- 03 Quotation pricing and approvals
- 04 Forecast definitions and data quality
21+
Years in Business
900+
Projects Delivered
26
Countries Served
100%
In-house Malaysian Team
Delivery and handover
A staged delivery process with agreed scope, review points and acceptance criteria.
Discover
Review the current workflow, users, records and systems with the people responsible.
Define
Agree the scope, screen flows, integration approach and acceptance criteria.
Deliver
Develop and test the agreed workflows, including permissions and exceptions.
Grow
Plan rollout, training, handover and the support arrangements for live use.
Agree what each pipeline stage means
A useful CRM follows your sales decisions rather than simply storing contacts. Compare the requirements with an existing CRM before commissioning custom development.
Ownership and follow-up
Define who owns each account or lead, how it is reassigned and which activity should trigger the next task. Preserve the relevant contact history.
Quotations and approvals
Specify when a deal advances, which quotation changes need approval and how lost or inactive opportunities are recorded.
Reporting definitions
Agree how pipeline value, conversion and overdue actions are calculated. Test the dashboard against a small set of records whose expected results your team can verify.
Custom CRM dashboard FAQ
When is a custom CRM dashboard useful?
A custom CRM dashboard is useful when your sales process or reporting does not fit your current tools. It can bring enquiries, follow-ups, quotations and opportunity stages into one view. Start with the decisions managers need to make, then define the records and update responsibilities behind each figure.
Can enquiries from our website appear in the CRM?
Yes. Website forms can feed the CRM through an agreed connection. We define required fields, lead assignment and duplicate handling so a repeat enquiry does not automatically create a second customer record. Other enquiry sources depend on their integration options.
Can managers and sales staff see different information?
Yes. Sales staff can have access to assigned accounts, while managers see the teams or branches they oversee. We need to agree access to contact details, notes, forecasts and exports rather than giving every user the same view.
Can you migrate customer records from spreadsheets?
Spreadsheet records can be assessed for migration. The work includes matching columns, checking duplicates and deciding what to do with missing or outdated data. A trial import lets your team review the results before the final transfer.
How do we make CRM pipeline figures consistent across the sales team?
Define each stage and the evidence needed to move an opportunity into it. Agree whether forecasts use quoted value, expected revenue or weighted probability, and how lost or delayed deals are treated. Dashboard totals are only useful when staff use the same definitions.
Can a CRM keep track of revised quotations and follow-up dates?
Quotation versions and follow-up tasks can be included in the customer history. Keep the amount, validity date and status of each quotation clear so an older version is not mistaken for the accepted one. Assign each follow-up to a person and make overdue tasks visible.