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Sales
Sales quotes and orders
Outstanding quotations with customer, value, status and validity, so the next action has an owner.
SalesProject Managers
Sales quotes and orders live in Business Central next to the projects and production orders they turn into. Sales reads them and lays the open quotes out by deadline and value, and the orders by what is sold, invoiced and still open, so the follow-up conversation starts from the same list the project team will inherit.
Take a closer look.
Sales Quotes
Which quotation needs follow-up before its deadline passes?
Visual Tracking Sales Quotes brings customer, value, status, due dates and validity together.
How does your sales team keep outstanding quotations visible and make sure the next action has an owner?
How it works in Visual Tracking
Every open sales quote from Business Central in one table: customer, quoted value, status, due date and remaining validity, sorted by what expires first or what is worth most, with lines and attached documents on the quote and the project it becomes when won linked from the same record.
Sales Orders
How much of what you have sold is still waiting to be invoiced?
Visual Tracking Sales Orders brings order value, invoiced amount and the remainder together per order, in the order currency and in LCY, with the lines and posted invoices behind each figure.
Can your team see, per order and per project, what has been delivered, what has been invoiced and what is still open, without a report from finance?
How it works in Visual Tracking
Every sales order from Business Central in one table: customer, project, order date, requested and promised delivery dates, status and the amount in the order currency and in local currency, with how much of it is invoiced and how much is still to invoice, in amount and in quantity. An order opens to its header, its lines with the same invoiced and not-invoiced split per line, and the posted invoices behind the figures.
QuotingComing Q2 2027
How do you plan the load impact of a quote?
Visual Tracking Quoting builds the calculation behind a quote from the BOM, routing and purchase prices in Business Central, and shows the load the job would add to each work centre against its capacity.
Before the price goes out, can your team see which work centres the job would load, in which weeks, against what is already promised?
How this fits
Project
A won quote becomes the project whose deliveries the timeline tracks.
Finance
The quoted value is the first budget the revisions are compared against.
Messages
The discussion with the customer about a quote stays on the quote.
See your open quotations the way the project team will
Book a meeting and we will look at how quotes are followed up today, then show Sales Quotes reading from your own Business Central. If it is not a fit, we will say so.