Operational dashboard
Commercial, billing, logistics and lead control for the current year.
Monthly invoicing
Invoice amount by invoice date in selected currency
Lead conversion funnel
Lead to formal customer and RFQ
Orders needing attention
Current year operational queue
| Order | Customer | Type | Status | Next action |
|---|
Activity
Latest system events
Commercial performance
Sales owner pipeline, converted leads, order value and estimated commission.
| Sales owner | Open leads | Leads closed successfully | Pipeline value | Commission |
|---|
Leads - 2026
First contacts, RFQs and successful lead conversion.
Lead list
Click a lead to open profile
| Lead | Company | Lead estimated value | Status | Success % | Owner | Created | Last update | Actions |
|---|
Orders Control
Order workflow, customer documents, supplier orders and logistics control.
Supplier purchasing
Supplier RFQs, quotations, POs, confirmations and readiness control.
Supplier purchasing queue
Most recently updated supplier activity first
| Order | Customer | Status | Last document | Supplier | Ready date | Next action |
|---|
Logistics
Transport documents, incoterms, package data, customs references and tracking.
Logistics queue
Most recently updated shipment/document activity first
| Order | Customer | Status | Last document | Incoterm | Tracking | Next action |
|---|
Finance
Invoicing, payments, reconciliation and FX variance.
Data Base
Customer and supplier master records created from CRM operations.
Reports
Build a view from approved CRM fields.
Columns
Selected fields
Preview
Rows remain linked to source records
Inventory
Future stock and product history area.
Product history
Inventory is a future module. For MVP, it stores product history captured from orders.
| Article | Model | Description | Last supplier | Last order |
|---|---|---|---|---|
| FA-180-AL | Flame arrester | End-of-line unit | Protego Germany | M260201A |
| FA-TP-240 | Flame arrester | Third-party package | EFCO | M260202T |
Configuration
Roles, templates, numbering and operational settings.
Language settings
Switch the prototype language without duplicating screens
Interface language
The final CRM should store this preference per user profile.
Appearance
Each user can choose the visual mode that is more comfortable for daily work.
Base currency
Used by dashboard totals, reports and future FX variance controls.
Branch settings
Branch controls legal entity, default currency and future e-invoicing profile.
Operational period
Open leads, orders, invoices and payments remain visible across years until closed or allocated.
Protego palette
Preliminary brand alignment
Role matrix
Initial permission model
| Role | Leads | Orders | Finance |
|---|---|---|---|
| Admin | All | All | All |
| Manager | All | All | Protected by Admin |
| Sales | Edit | Edit | Limited |
| Finance | View | View | Edit |
Prototype created exclusively for Protego use in its Middle East and KSA subsidiaries, including its functionality, confidential information protection and database maintenance. The source code development is protected and is not accessible, as access is restricted to its creators.