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Visual Pipeline

Estimated reading: 1 minute 36 views
───────────────────────────────────────────────
🟦 New (0)
───────────────────────────────────────────────
(no opportunity)

───────────────────────────────────────────────
🟩 Qualified (0)
───────────────────────────────────────────────
(no opportunity)

───────────────────────────────────────────────
🟨 Proposal Sent (1)
───────────────────────────────────────────────
• PT Sinar Jaya Abadi – Rp 150.000.000
  Contact: Andi Setiawan (Procurement)
  Next Activity: Meeting Kamis 10:00
  Status: Payment in Process (Invoice Open)

───────────────────────────────────────────────
🟥 Negotiation (0)
───────────────────────────────────────────────
(no opportunity)

───────────────────────────────────────────────
🏆 Won (1)
───────────────────────────────────────────────
• PT Bumi Makmur – Rp 90.000.000
  Contact: Ibu Dina (Purchasing Head)
  Next Activity: Email ucapan terima kasih
  Status: Invoice Paid (Revenue masuk kas)

───────────────────────────────────────────────
❌ Lost (0)
───────────────────────────────────────────────
(no opportunity)

🔎 Interpretasi Visual

  • PT Sinar Jaya Abadi → masih dalam tahap Proposal, membutuhkan follow-up meeting, invoice belum dibayar (Open).

  • PT Bumi Makmur → sudah di tahap Won, pembayaran selesai (Paid), tinggal menjaga hubungan baik dengan customer.


📌 Manfaat Bagi Trainee:

  • Lebih mudah memahami posisi opportunity dalam pipeline secara visual.

  • Membiasakan trainee membaca pipeline layaknya di Odoo Kanban, bukan sekadar tabel.

  • Memberikan gambaran nyata bagaimana kondisi customer berbeda bisa memengaruhi update di sistem.

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