Overview

Sales Works is a modern SharePoint Framework (SPFx) application designed for use in both SharePoint Online (Teams and communication sites) and Microsoft Teams (Tab).

It enables organizations to efficiently manage the complete sales cycle — from capturing opportunities to generating quotations, tracking purchase orders, and analyzing performance —

all within a centralized and easy-to-use interface.

This solution package includes the following SPFx components:

Web Part: Provides access to sales history tracking, dashboards, and reporting.

Teams Tab: Offers native integration within Teams channels for seamless collaboration.

SharePoint Full Page: Delivers an immersive full-page experience for managing and analyzing sales data.

Key Features

End-to-End Sales Tracking: Manage opportunities, quotations, and purchase orders in a unified platform.

Automated Email Notifications: Automatically notify relevant stakeholders with emails sent to users mapped under each specific Business Unit.

Sales History & Mind Map: Visualize the sales journey with a dynamic Mind Map view (Opportunity → Quotation → Purchase Order) featuring full search functionality.

Version History: Maintain a complete audit trail with the ability to view the version history for every individual item.

Bulk Data Operations: Import and update records in bulk through provided Excel templates with automated master data creation.

Advanced Reporting: Generate interactive reports with filters, sorting, and Excel export of only the filtered dataset.

Document Management & Attachments: Upload, preview (PDF/Excel), and manage supporting documents for quotations and purchase orders.

Customizable Master Data: Define business units, statuses, OEMs, customers, and key contacts with an easy admin interface.

Role-Based Access Control: Administrators can manage prefixes, settings, and permissions from a dedicated Settings panel.

Integration with Microsoft 365: Uses SharePoint for secure storage and Teams for collaboration.

Integration Highlights

SharePoint Online Compatibility: Deploy as a web part on modern SharePoint sites for central access.

Teams Support: Add the webpart as a tab in Teams to work natively within channels.

Installation and Configuration

Requires SharePoint Online and admin permissions for deployment and setup.

Deploy the SPFx package to the App Catalog and install it on your desired site.

Configure prefixes (Opportunity, Quotation, PO) in the Settings → General tab before use.

Map users to their respective Business Units in the Settings to enable automated email notifications.

Populate required master data such as Business, Business Unit, and Opportunity Status in the Settings → Data Management tab.

(Optional) Import existing Opportunities, Quotations, POs, and Line Items in the recommended sequence using provided Excel templates.

Modules Overview

Opportunities: Create, edit, search, filter, group, and bulk import sales opportunities.

Quotations: Link up to 5 quotations to each opportunity, manage revisions, and store attachments.

Purchase Orders: Link up to 25 POs to opportunities or quotations with full tracking of amounts, statuses, and related docs.

Sales History: Audit the entire sales lifecycle through a searchable Mind Map view, allowing for easy navigation between linked records and viewing of item-level version history.

Reports: Multi-view dashboards (Current, Overall, Winnings, Losses) with live data filters and Excel export.

Settings (Admin): Configure UI, user mapping for notifications, master data, ID prefixes, currency & date settings, and import/export operations.

Compatibility

Compatible with SharePoint Online and Teams (standard channels).

Works with Microsoft 365 authentication and SharePoint permissions.

Supports role-based access — Admins have extended configuration capabilities, while Members can manage sales records.

Summary

Streamline your sales process with Sales Works. Centralize opportunity, quotation, and PO tracking, automate notifications by Business Unit, track changes with version history,

and gain actionable insights via searchable Mind Map visualizations — all from within your existing SharePoint and Teams environment.

Getting Started

Follow our Installation Guide for easy setup and configuration.

Support

Need help? Visit our Sales Support page for assistance.

Sales Works

Видавець: SACHA Solutions