Actions
The Actions menu allows users to perform certain actions depending on what View or window they are currently in. Some Action examples are Add Opportunity, Delete Opportunity, Delete Quote(s), Reassign Quote(s), etc.
Forecast Roll-up
The Forecast roll-up is a check box in the Associate Quote(s) with Opportunity Window that pops up after you save/close a Quote File. If this box is checked, then the financial data from the Quote File will be pushed to the Dashboard.
Quote / Quote Files
The Quote File is the Excel file that contains customer, pricing, configuration, etc. Each Opportunity will have one or more separate Quote Files associated.
SDA
SDA is short for SalesDoc Architect which is the software you use to create a Quote File.
Sibling Data
Opportunity data that other team members at the same level in the Company Role hierarchy can optionally see. For example, Sales Engineer East and Sales Engineer West might be at the same level within the Company Role hierarchy, and normally they would only see the data within their specific role and that of their “child” roles unless they checked the “Show Sibling Data” checkbox. This enables roles to “cover” for each other during busy periods or when lots of people are on vacation or traveling.
Variable
Variables are data markers or fields for customer and other information that are pushed from the BaseInfo Tab within the Excel Tool. For example &ENDCUST& is a variable that pushes the customer name from the BaseInfo Tab. So if you have a document with &ENDCUST& in place of a customer name, when the document is outputted it will include that particular customer name.
View
The View is the columns and rows of data that you see in the SDA Dashboard.
Go back to User Guide for SDA Dashboard