2.70.9 - Wholesales: Widgets

General Description of the Feature

This feature deals with the development of a set of new widgets related with the Wholesales module.

Home Dashboard

Wholesale Leads

List of (not closed) wholesales leads with:

1. Columns:
   1. Lead Group Name
   2. Lead Stage
   3. Vehicle amount
2. Top Count Items: 3
3. Sort Direction: Update Date, DESC

Wholesale Opportunities

List of (not closed) wholesales opportunities with:

1. Columns:
   1. Lead Group Name
   2. Lead Stage
   3. Vehicle amount
2. Top Count Items: 3
3. Sort Direction: Update Date, DESC

Wholesale User Leads

Count widget: Number of overall Leads assigned to a current user.

Wholesale User Opportunities

Count widget: Number of overall Opportunities assigned to a current user

Wholesale Active User Leads

 Current implementation is not covering the request. Widget is obsolete

Wholesale Active User Opportunities

 Current implementation is not covering the request. Widget is obsolete

Business Partner dashboard

Wholesale Leads

List of (not closed) wholesales leads, related with the specific Business Partner, with:

1. Columns:
   1. Lead Group Name
   2. Lead Stage
   3. Vehicle amount
2. Top Count Items: 3
3. Sort Direction: Update Date, DESC

Wholesale Opportunities

List of (not closed) wholesales opportunities, related with the specific Business Partner, with:

1. Columns:
   1. Lead Group Name
   2. Lead Stage
   3. Vehicle amount
2. Top Count Items: 3
3. Sort Direction: Update Date, DESC

Business Benefit

Provide a fast access and view of the wholesales leads and opportunities from both the Home and the Business Partner dashboards.

Configuration 

Activated Wholesales module is required for the widgets to include and display data.

Additional Information

• Feature No.:  QA-1500 - Getting issue details... STATUS
• Test Case No.:  QA-3490 - Getting issue details... STATUS