Your commercial dashboard

Here’s what’s happening with your quotations and sales pipeline.

Loading your accessible workspaces…

Sales Funnel (Value)

Current stage · contract value in USD

Approved includes customer-issued quotes. Stages are separate, not cumulative.

Quotes by Status

Current status · all accessible quotes

Monthly Performance

Won business · recorded outcome month

Contract value (USD)MRR (USD)

Recent Quotes

Quote / Customer	Value (USD)	GM %	Status	Updated

Quotes Requiring Attention

Quote	Issue	Days

Quick Actions

Quote Workspace

Customer → site groups/sites → commercial terms → approval → conversion.

Workspace: My Quotes

New quote

Quick actions

Quote Header

Project / Job Code Customer · Lead / Issuing TerritoryFor multi-country quotes this controls the issuing Neptune entity; each site selects its own country. Quote Type Site Entry ModeGrouped mode allows quantities without individual site names/addresses. Multi-Country Quotation (USD)Use one USD quotation across several countries. Each site uses the selected country's vendor cost and tax rules. Workflow Status Customer Address Contact Name Contact Email Sales Representative Engineer Quote Date Service Start Date Term (months) Validity (days)

Commercial Controls

Vendor / Price Book Currency FX Rate vs USD Pricing Basis Default Cost Markup %Used for hardware, implementation and the cost-plus pricing basis. Additional Markup over Book %Used only when Pricing Basis = Book Price + Markup. Target Gross Margin % Engagement Rental Recovery (months)Maximum period over which Rental equipment is recovered. NCJL Owned Lease % of RentalLower monthly asset-use charge for NCJL-owned equipment; administrator default is configurable. Deposit Months Upfront Deposit %

Advanced / Project-Wide Costs

Other Project-Wide Internal Cost (USD)Optional catch-all for a cost that cannot be assigned to a specific site, e.g. project-wide permits or travel. This is not a direct field from the original Pricing Control Sheet; it corresponds only to the original workbook's general “Other Costs” consideration and should normally remain 0. Legacy Hardware Shipping %Compatibility fallback only. For current quotes, Freight / Shipping should be maintained by Country + Kit under Country Implementation Rates. Leave this at 0 unless a migrated quote specifically requires the old percentage treatment. Legacy Hardware Import / Duty %Compatibility fallback only. For current quotes, Customs / Import should be maintained by Country + Kit under Country Implementation Rates. Leave this at 0 unless a migrated quote specifically requires the old percentage treatment.

Site / Group Configuration

Named Sites: enter individual locations. Grouped mode: quote quantities of identical sites without addresses.

SearchCountryProductKit

#	Qty	Site / Group	Address	Country	Product	Kit	Equipment Terms	Static IPs	Commercial Treatment / Advanced

Commercial treatment: equipment supports Customer Owned, Recurring, One-Time Charge, Rental and NCJL Owned. Installation/activation are set per site. CSV shorthand is supported: product values such as 500gb, 1tb and equipment values such as standard or mini are resolved to the matching master-data records. Multi-country imports should include a country column. Ambiguous matches are rejected rather than guessed. Advanced Pricing / Hardware remains optional.

Sites0

MRR — Monthly Recurring Revenue0

One-Time Revenue0

Contract Value ex Tax0

Gross Profit0

Deal Gross Margin0%

Deposit Required0

Approval—

Site Profitability

GP uses all contract revenue ex tax less costs allocated/consumed in the quoted contract. Residual asset value is carried forward, not charged against current-contract GP.

Customer Charges & Site Profitability

Each site is shown as a multi-line card so product descriptions and commercial terms wrap without overwriting financial columns.

Internal Equipment Economics

Asset economics separate cash outlay from contract GP. Rental/NCJL Owned cost is allocated over the recovery period; residual value remains for future renewals.

#	Site	Asset Cost	Cost Allocated Before Quote	Cost Allocated This Contract	Residual Value After Contract	Capital Outlay This Quote

Quotes & Sales

Manage quotations, revisions, commercial health, outcomes and side-by-side comparisons.

Current workspace: —

SearchTerritory / ScopeTypeStatusOutcomeActivity

	ID	Project	Customer	Scope	Type	Health	Status	Outcome	MRR	Deal GM	Updated

Sales Productivity

Converted sales, quote activity and commercial productivity across your permitted scope.

Start DateEnd DateSales RepresentativeTeam

Quotes Created0during selected period

Won / Converted00% conversion

MRR WonUSD 0.000converted recurring revenue

Contract Value WonUSD 0.000converted contract revenue

GP WonUSD 0.000converted gross profit

Sites Won0named + grouped site quantity

Productivity by Sales Representative

Revenue and GP are normalized to USD for cross-territory comparison.

Sales Rep	Team	Quotes	Won	Lost	Conversion	Contract Value Won	MRR Won	MSR Won	GP Won	Sites Won	Avg Deal

Sales Outcomes

Project	Customer	Sales Rep	Outcome	Date	Source	Reference	Contract Value	MRR	MSR	Loss Reason

Loss Reasons

Sales Source / Channel

Approval Inbox

Requests wait here until an approver signs in. System Admin can review all pending requests, including their own. Aging highlights outstanding requests.

Age	Project	Customer	Sales Owner	Contract Value	Deal GM	Requested

Customer / Site Master

Workspace-local customer and installed-site records. Reuse these records for renewals, upgrades and downgrades without retyping hardware lifecycle information.

SearchTerritory

Customers

Customer	Territory	Contact

Installed Sites

Select a customer.

SearchCountryProduct

Site	Country	Product	Kit / Serial	Installed	Original Cost	Recovery

Admin / Master Data

Update price-book data without changing application code. Finalized quotes retain snapshots. Historical master records should normally be deactivated rather than deleted.

User Management

Create and deactivate user profiles, assign roles, and initialize each user’s centralized Compass quote workspace. Usernames are short names, not email addresses.

Central data root: —

Roles: Sales Rep = own workspace; Sales Manager = cross-user quotes/approvals; Pricing Admin = master pricing + cross-user access; System Admin = all functions, including approval of their own quotes with a recorded reason.
Active accounts: Active means the account is enabled, not that the person is logged in. Eligible approvers receive requests while offline.
Server: Compass is centralized on the Neptune application server. Application roles determine access to user workspaces and master pricing data.

SearchRoleStatus

Username	Name	Email	Team	Role	Active	Last Login	Workspace

Scenario Analysis

Temporary alternatives are calculated without creating Saved Quotes. Promote only the option you want to keep.

Scenario	Term	Pricing Basis	Extra Book Markup	Product – All Sites	Equipment Terms – All Sites

Scenario calculations do not modify the active quote. Promote applies the selected scenario to an editable working quote. If the source quote is finalized, the tool creates a revision copy first.