RFQ Dashboard

The dashboard is the landing page of the RFQ Management section. It provides a summary of your activity: key performance indicators (KPIs), list of your requests for quotation and analysis charts.

Dashboard Content

KPIs

A period selector located just above the KPIs allows you to filter indicators for the desired date range.

Key indicators are displayed at the top of the page, giving you an immediate overview of your RFQ activity: number of RFQs, values, conversion rates, etc.

Each KPI card displays the main value and, in the background, the trend curve over the selected period.

RFQ List

The central table lists all RFQs. Each row displays the RFQ name, customer, number of parts (PN), revenue (CA), progress per step (ENG, PUR, SALES), interest level and status.

Search — use the search field at the top left to filter RFQs by name, customer or reference.

Filter by status — the buttons at the top right allow you to filter RFQs by status:

Filter	Description
Active	RFQs currently being processed
Archived	Closed and archived RFQs
Cancelled	Cancelled RFQs
All	Displays all RFQs

The ⋮ button on the right of each row provides access to additional actions (archive, cancel, etc.).

Charts

The charts at the bottom of the page allow you to visually analyze the evolution of your RFQ activity over the desired period.

Tip

Each chart has an interactive legend. Click on a legend item to show or hide the corresponding data series. This allows you to easily compare the data that matters to you.

Available Actions

In the top right corner of the dashboard, three actions are available:

Action	Description
Currency	Select the display currency for KPIs and charts (EUR, USD, CAD)
Export KPIs	Download the performance indicators in an exportable format
Add RFQ	Create a new request for quotation

Next Step

Click Add RFQ to create your first request for quotation.