Good morning, Faisal
Here’s what’s happening across your sales pipeline today.
Recent enquiries
Latest updates from your sales pipeline
| Client | Source | Stage | Owner | Value | Updated |
|---|
Pipeline overview
Enquiries by current stage
Upcoming follow-ups
Next actions due
Delivery tracking
Latest order movement and dispatch status
Quotation overview
Recent drafts and customer responses
| Quote | Customer | Amount | Status |
|---|---|---|---|
| Q-2026-041 | Al Mana Trading | QAR 42,750 | Awaiting response |
| Q-2026-039 | Gulf Precision LLC | QAR 18,200 | Draft |
| Q-2026-036 | Doha Medical Group | QAR 8,650 | Accepted |
Lead sources
Where new enquiries are coming from
Quick pricing
Indicative FX rates · QAR base
Leads & enquiries
Track every opportunity from first contact to close.
| Client | Source | Stage | Owner | Value | Next action | Updated |
|---|
Delivery tracking
Track confirmed orders from preparation through delivery.
| Delivery | Customer | Items / qty | Destination | Assigned team | Expected | Stage |
|---|
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Activity history
Requirement documents
0 filesOpportunity actions
Quotation workspace
Build customer-ready quotes from requirements and supplier pricing.
Quotation drafts
Recent quotes and customer responses
| Quote | Customer | Amount | Status | Valid until |
|---|---|---|---|---|
| Q-2026-041 | Al Mana Trading | QAR 42,750 | Awaiting response | 14 Oct 2026 |
| Q-2026-039 | Gulf Precision LLC | QAR 18,200 | Draft | 18 Oct 2026 |
| Q-2026-036 | Doha Medical Group | QAR 8,650 | Accepted | 02 Oct 2026 |
AI quotation assistant
Create a draft from a customer's requirement and supplier pricing. Review every extracted item and rate before sharing.
Datasheets · drawings · supplier quotations
Example calculation
Prepare a quotation
Add inventory products or custom items and services to the same quotation.
Invoices
Track customer invoices, due dates and payment status.
Recent invoices
Customer billing status
| Invoice | Customer | Issued | Due date | Amount | Status |
|---|---|---|---|---|---|
| INV-2026-018 | Al Mana Trading | 10 Oct 2026 | 09 Nov 2026 | QAR 42,750 | Awaiting payment |
| INV-2026-017 | Gulf Precision LLC | 02 Oct 2026 | 16 Oct 2026 | QAR 8,650 | Overdue |
| INV-2026-016 | West Bay Interiors | 28 Sep 2026 | 28 Oct 2026 | QAR 28,900 | Paid |
Purchases
Manage supplier purchase orders and incoming items.
Purchase orders
Supplier orders linked to customer requirements
| Purchase order | Supplier | Linked enquiry | Order date | Amount | Status |
|---|---|---|---|---|---|
| PO-2026-032 | Gulf Office Systems | Al Mana Trading | 11 Oct 2026 | EUR 4,200 | Awaiting confirmation |
| PO-2026-031 | MedTech Gulf | Doha Medical Group | 08 Oct 2026 | USD 2,380 | In progress |
| PO-2026-030 | West Bay AV Supply | West Bay Interiors | 27 Sep 2026 | QAR 17,900 | Received |
Inventory & items
Manage item codes, stock balances, prices and stock movements.
| SKU / location | Item | On hand | Cost | Selling price | Reorder level | Status | Actions |
|---|
Stock movement history
Latest 50 receipts, issues and adjustments. Purchase receipts add stock; completed deliveries deduct linked items.
| Date | Item | Change | Balance | Reason | Reference |
|---|
Delivery notes
Prepare and review dispatch paperwork for tracked deliveries.
Delivery note register
Notes connected to your delivery tracking records
| Delivery note | Delivery | Customer | Items / qty | Destination | Expected | Status |
|---|
Marketing studio
Create branded social posters, prepare posts and build ad campaign drafts.
Prepare a social post
Write a caption and save it as a draft or scheduled post.
Post queue
Draft and scheduled content
Create an ad campaign
Define the objective, audience and budget before launch.
Campaign drafts
Saved ads setup
AI Assistant
Prepare customer replies and business content using your lead details and saved company knowledge.
Drafts are generated in this browser prototype. Connect an AI provider to enable model-based answers and document understanding.
Company knowledge
Add text documents and reference notes for the assistant to search while preparing drafts.
Notes and uploaded files are stored on the server. PDF or Word extraction is not enabled.
Saved documents
Reference notes available to the local draft helper.
Prompts & Notes
Save reusable AI prompts and private working notes in your workspace.
AI Integration
Access approved tools and configure the in-app assistant.
Assistant configuration
Choose a provider and model for the in-app assistant.
Users & Roles
Organize your team, assign workspace roles and keep access requests visible.
Team directory
Manage role and status for saved team entries.
| Team member | Role | Status | Actions |
|---|
Role labels (not enforced)
Workspace settings, team administration and all business modules.
Leads, quotations, follow-ups, reports and sales team oversight.
Assigned enquiries, customer activity, meetings and quotations.
Purchases, delivery tracking, delivery notes and invoices.
Marketing drafts, posters, campaigns and profile share items.
View workspace information without editing records.
Add prompt or note
Add AI tool
Add a share link
Add team member
Follow-ups
Keep the next customer action visible and on schedule.
Upcoming actions
Calls, meetings and quotation follow-ups
| Due | Customer | Action | Owner | Stage |
|---|
Multi-currency pricing engine
Convert supplier pricing into a selling price using your margin rules.
Currency conversion & sell price
Indicative rates for quotation preparation
Exchange rates
QAR per one unit · demo rates
Confirm rates with Finance before issuing customer quotations.
Sales reports
Pipeline health and lead source performance.
Enquiry conversion by stage
Current open pipeline