SharePoint · Manufacturing and engineering
A SharePoint Online system for monthly sales estimates
A SharePoint Online system where the sales coordinator builds a monthly sales estimate, the functional head approves it, and approved estimates are locked and reported by month and year with Excel export.
- Client
- An industrial manufacturer with several divisions and plants
- Industry
- Manufacturing and engineering
- Platform
- SharePoint
01The challenge
Monthly sales estimates were built in spreadsheets and shared by email. Versions multiplied, approved numbers could still be changed, and management could not compare months without rebuilding the data.
02The solution
We built the estimate on SharePoint Online. The sales coordinator adds rows for each customer, zone, product grade and dispatch location, using drop-downs fed by masters that the coordinator maintains. The functional head approves or sends it back, and approval locks the estimate. Reports by month and year, including a product-specific report, export to Excel.
How a request moves through the system
- Prepare the estimateThe sales coordinator adds rows for each customer, zone, product grade, capacity and dispatch location.
- Submit for approvalThe estimate goes to the functional head.
- Approve or send backThe functional head approves it or returns it with changes.
- LockApproval locks the estimate so nobody can change it afterwards.
- ReportReports by month and year, and a product-specific report, export to Excel.
Screens from the system
Sample screens redrawn with sample data. They show the real stages of the workflow.
Screen 1 of 4Built for this client
Monthly estimate
The coordinator adds rows from drop-downs fed by the masters.
What the system covers
- Estimate gridAdd rows with drop-downs so every entry uses the same names.
- MastersSeven lists the coordinator can edit without a developer.
- Approval and lockFunctional head approval fixes the numbers.
- ReportsBy month, by year and by product, with sheet tabs.
- Excel exportEvery report downloads as an Excel file.
Built with Microsoft SharePoint Online · Custom forms and lists · Email notifications · Excel export
The result
- One estimate per month with one approved version
- Approved numbers are locked
- Drop-downs keep customer, zone and grade consistent
- Month and year reports export to Excel
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