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Sales Support

Overview

The Sales Web Part is a modern single-page application built with SPFx, designed for seamless use in both SharePoint and Microsoft Teams. It provides a unified platform for managing the entire sales lifecycle — from Opportunities to Quotations and Purchase Orders — along with reporting, analytics, and configurable settings.

By integrating directly with SharePoint lists and document libraries, the app ensures secure data storage, attachment management, and dynamic customization while delivering a responsive, modern user experience.

Key Features

 Opportunities Management

  • Track and manage sales opportunities with full lifecycle data:

  • Business and contact details

  • Potential revenue and probability

  • Expected close dates and status

  • Quick search and filters

  • Excel import/export for bulk updates

  • Attachment uploads (briefs, emails, notes)

 Quotations

  • Create and manage one or more quotations per opportunity:

  • Auto-fill from linked opportunities

  • Versioning and revision tracking

  • Store related documents (PDFs, specs, terms)

  • Bulk import/export via Excel for fast updates

 Purchase Orders (POs)

  • Streamline customer order handling with structure and traceability:

  • Parent/child POs for complex deals

  • Auto-generated PO IDs with configurable prefixes

  • Pre-filled details from related quotations

  • Structured line items stored in JSON for precision

  • Upload customer order forms, contracts, and supporting files

 Sales Dashboard

  • See the big picture at a glance:

  • Consolidated view of opportunities, quotations, and POs

  • Drill-down: click an opportunity to view linked quotations and POs

  • Visual charts for sales trends, pipeline health, and performance tracking

 Reports

  • Turn data into decisions:

  • Sales performance and pipeline reports

  • Opportunity conversion analysis

  • PO status and fulfillment tracking

  • Export data for deeper analysis

 Settings

  • Fully configurable to match business needs:

  • Prefixes and numbering formats

  • Dropdown options: Business, Business Unit, Risk Level, Strategic

  • Currency and date formats

  • Opportunity statuses and stage mapping

  • Admin user management and roles

  • Downloadable Excel templates for bulk imports

Integration Highlights

  • SharePoint List Integration – All data is stored in SharePoint lists (CWSalesRecords and supporting lists), allowing for secure, centralized management with version history.

  • Document Library Integration – Attachments are stored in SharePoint document libraries, linked by record ID.

  • Dynamic Columns – Users can customize visible columns for each module via the built-in Column View Settings panel.

  • Excel Integration – Import/export opportunities, quotations, POs, and line items using XLSX templates.

  • Microsoft Teams Support – Can be added as a Teams tab for in-context sales tracking and management.

Installation Guide

Usage Guide

Configuration

Support and Contact Information

For further assistance, please refer to the following resources:

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