Deal Register Sales forecast · 260804
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Deal Register

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Pipeline summary

Where the forecast stands

Open pipeline excludes lost and rejected registrations. Splits follow the workbook’s vendor / DW ratios.

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Vendor cap

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Within cap · {{ dash.capAmt }}Overflow to DW · {{ dash.overflow }}

DW revenue by forecast quarter

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By stage

StageDealsQuotation (RM)
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Route · open dealsDealsQuotation (RM)
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Deal health · open dealsDealsQuotation (RM)
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Awaiting a decision

Maintenance due soon
Tracker

Deals

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New IDOld IDCompany · activityStageHealthRouteQuotation statusCollection Quotation (RM) To vendorTo DW ForecastMaint. expiry
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{{ d.company }}{{ d.activity }}
 {{ d.stage }} {{ d.healthLabel }} {{ d.routeLabel }} {{ d.qstatus }} {{ d.collection }} {{ d.quoteN }} {{ d.vendorN }}{{ d.dwN }} {{ d.quarter }} {{ d.expiryText }}
{{ totals.label }} {{ totals.quote }} {{ totals.vendor }}{{ totals.dw }}

No deals match.
Channel manager

Approval queue

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Quotation{{ d.quote }}
Quotation status{{ d.qstatus }}
Pricing exception: {{ d.pricingReason }}
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Nothing waiting. New registrations will appear here.
Expiry & renewal alerts

Renewals

From the Maintenance Expiry Date column. Paid renewals roll forward a year; a later registration covering the same date hides the earlier one.

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None.
Settings

Channel partners

Partners added here appear as “Channel · name” in every Route dropdown. The tier sets the discount off list price on new deals (see Price book). A partner can be removed only when no deal uses it.

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PartnerTierDealsOpen quotation (RM)
{{ p.name }} {{ p.count }} {{ p.value }} In use
Deal assistant

What needs attention

Rules run continuously on open deals. “Run AI review” lets the assistant investigate each flagged deal and propose follow-ups — nothing changes until you apply a suggestion.

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Suggested actions

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{{ g.title }} {{ g.rationale }} Due {{ g.dueText }}
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No open deals match — nice.
Security administration

Users & access

Staff sign in with company SSO; partner users are invited by email and must enrol MFA. Mock-up — in production these rules are enforced by the server.

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Invite user
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Users

UserRolePartnerSign-inMFAStatusLast activeActions
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 {{ u.partnerText }} {{ u.signin }} {{ u.mfa }} {{ u.status }} {{ u.last }}

Role permissions

Permission{{ r.l }}
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“Own” = limited to the partner company linked to the user.

Audit log

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No events yet.
Settings

Price book

Doctrix ECM · Malaysia · MYR · effective 1 Jan 2026. Applies to new registrations only — migrated deals keep their workbook figures.

Products

CodeDescriptionLineList price (RM)
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Partner tier discounts

Discount off list price, per line. Channel deals are priced at list minus the partner’s tier discount, and that net price is recorded as revenue. Assign tiers on the Partners tab.

All tier discounts are 0% — enter your Silver / Gold / Diamond rates.
TierLicense %Maintenance %Prof. services %Partners
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Register a deal

Customer & opportunity
Pricing · {{ pr.modeTitle }}

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ItemQtyList / unitDisc %Net / unitNet total
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 {{ it.listN }} {{ it.discText }}
{{ it.totalN }}Override · needs approval
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 1{{ m.listN }}{{ m.discText }}{{ m.unitN }}{{ m.totalN }}
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No items yet — add from the price book below.

3rd-party & hardware pass-through, no partner discount

LinePriceCostVendorDW
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 {{ l.vendor }} {{ l.dw }}
Dates & references
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Quotation breakdown

LinePriceCostVendorDW
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Total{{ d.quoteN }}{{ d.costN }}{{ d.vendorN }}{{ d.dwN }}

Price book items · {{ d.pricingTitle }}

ItemQtyList / unitDiscNet / unitNet total
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{{ it.qty }}{{ it.listN }}{{ it.discText }}{{ it.unitN }}{{ it.totalN }}
List {{ d.listN }} → net{{ d.itemsNetN }}

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{{ d.healthLabel }} Score {{ d.healthScore }} / 100
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Sales activity
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No sales activity logged yet.

History
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    2.
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