AKAI — Sales Order Register FY25/26

Project Initiation

Financial Year *

SAP SO # (auto-generated)

Customer *

End User

Country / Destination *

Customer PO No.

PO Date

Order Type *

Commercial

PO Value (USD) *

PO Value (AED) (auto @ 3.67)

Cost (USD)

Margin (USD)

GP %

Payment Terms

Incoterms

Contractual Delivery Date

Execution

Vendor / Supplier

Forecasted Delivery Date

Closing

Invoice Year

Invoicing Notes (optional)

Final Status

Comments / Remarks

A — Revenue Phasing (AED) — Monthly Split

PO Value: AED 0

Phased: AED 0 | Remaining: AED 0

FY 25 — Jan to Dec

FY 26 — Spill-over

B — Accounts Receivable — Collection Schedule (% of PO USD)

PO USD: USD 0

Total: 0% → USD 0 | Remaining: 100%

FY 25 — Jan to Dec

FY 26 — Spill-over

C — Accounts Payable — Vendor Payment Schedule (USD)

Expected vendor payments per month — in USD

Total: USD 0 | Cost: USD 0

FY 25 — Jan to Dec

FY 26 — Spill-over

KPI Guide: Open Order Book — All prior year orders not yet invoiced; unsettled orders carry forward each year Total Booking — New orders booked in selected FY Open Orders Total — Open Order Book + Total Booking (full pipeline) Invoiced — Orders billed in selected FY (any origin year) Orders Closed — Completed & paid orders Avg Margin — Weighted GP% on selected orders Net Margin on Invoiced — Gross profit earned on invoiced value in selected FY Executable Backlog — Open Orders Total − Invoiced YTD − Spill-over to next FY Revenue Target — Manual revenue target for current FY (enter in save bar) Revenue Shortfall — Target − (Invoiced YTD + Executable Backlog)

① CRM Dashboard

→

② CRM Register

→

③ RFQ Register

→

④ Sales Register (SAP Booking)

ROW COLOUR: Closed — completed & paid Payment Pending — invoiced, awaiting payment Active — order in progress ★Spill-over from prior FY 🔗 Source: SAP B1 — auto-synced

Monthly AR Summary

Order-Level GP Detail —

① CRM Dashboard

→

② CRM Register

→

③ RFQ Register

→

④ Sales Register (SAP Booking)

◆

Pipeline health at a glance. These figures cover every CRM prospect synced from Odoo for Adage Kanoo Analytical Industry — how much is still in play, where it sits, and how it's actually converting into won RFQs and booked SAP orders below.

Pipeline Overview —

Snapshot of all synced prospects right now — value still open, how many are active, and how many were lost.

Sales Funnel — Prospect → RFQ → SAP Booking —

Follows the same records end to end: a prospect becomes an RFQ (via Odoo's Linked CRM Lead field), an RFQ is Won or Lost, and a Won RFQ is matched to its real SAP order by PO number. Every stage below only counts records traceable back to a CRM prospect — not raw SAP/Odoo totals. Click any card or bar to jump to the underlying records.

Conversion Funnel

Record count at each stage. The gap between bars is the actual drop-off.

Value Waterfall (AED)

How the deal's estimated value compares to what was actually won and booked.

Revenue Forecast — By Expected Close

What open pipeline is expected to close, and when — based on each prospect's Expected Closing date. Regret (lost) prospects are excluded.

Expected Close Value by Month (AED)

Open pipeline value grouped by the month it's expected to close.

Manage Users

Deal Journey

Order Detail

New Sales Order Entry