Part I. CRM

You should see: a kanban board with six stages in order from left to right: New, Qualified, Proposition, Negotiation, Awaiting Contract Signature and Won. Under each column name there is a colored bar and the total expected revenue of the column. The first two columns are empty because the My Pipeline filter only shows the opportunities of the account that is logged in. (In the screenshot, a filter on the salesperson of the demo account stands in for this filter.)

You should see: a box for the stage name to the right of the Won column, containing the text you typed, with two buttons: a green tick to add and a red X to cancel. When you click the tick, the system adds a new column to the board.

You should see: a one-column list headed Description with five lost reasons: Too expensive, We don't have people/skills, Not enough stock, Chose a competitor and Customer postponed the project or budget. These are the choices a salesperson sees when marking an opportunity as lost.

You should see: a new row at the end of the list containing the text you typed. The top left corner now shows two buttons, Save and Discard. Click Save and the reason can be used right away when marking an opportunity as lost.

You should see: four teams: Sales, led by Lê Thu Hà, Website, Point of Sale and Projects - Services, led by Bùi Quang Huy. The Website and Point of Sale teams have no team leader yet.

You should see: the team name box contains the text you typed; the Pipeline checkbox is already ticked and the Leads checkbox is not; the Team Details section has Team Leader; the Members tab has an Add Salespersons button for placing people in the team. The title at the top still reads "New" because the record is not saved.

You should see: a quick entry card in the New column with the boxes Company, Contact, the opportunity name, Contact Email, Contact Phone and the expected revenue box, plus three priority stars. Under the card there is an Add button, an Edit button that opens the full form, and a trash icon to discard. Click Add and the opportunity appears as a card in the column.

You should see: the status bar at the top is highlighted at Negotiation, with the time the opportunity has spent at this stage. The button row at the top of the form has New Quotation, Won, Enrich and Lost. The body of the form has Expected Revenue, Probability, Contact, Salesperson and Expected Closing. The right column shows the conversation history and the planned activities.

You should see: after you click, the status bar is highlighted at Awaiting Contract Signature, like the sample opportunity in the screenshot. The Probability at the later stage is higher than at the earlier stage. The Won and Lost buttons are still there because the opportunity is not closed yet.

You should see: a green WON ribbon in the top right corner of the form; the status bar is highlighted at Won; Probability is 100. The Won and Lost buttons are gone. The smart button row at the top has an Orders button showing the amount of the sales order that was created; the history box on the right records that the opportunity was closed as won and that sales order S00008 was confirmed.

You should see: a red LOST ribbon in the top right corner; the Lost Reason field shows "Chose a competitor"; Probability is 0; only the Restore button remains at the top of the form, to reopen the opportunity. The history box on the right records that the opportunity was closed, with the reason "Chose a competitor". A lost opportunity is archived, so it no longer appears on the kanban board.

You should see: a bar chart with five bars in stage order: Qualified 5 opportunities, Proposition 9, Negotiation 26, Awaiting Contract Signature 17 and Won 96. The New stage has no bar because no opportunity is there. The Won bar is the tallest because it includes every opportunity won in the data period.

You should see: 13 bars, one per month, from November 2025 to November 2026. The last bar is the lowest because only a few days of November 2026 have passed. The chart counts only opportunities that are still active or won; lost opportunities are covered in the next step.

You should see: one bar per month, split in two colors for won and lost opportunities; the legend in the top right corner shows Lost, Won and Sum. May 2026 is the month with the most closings, with 12 won and 11 lost opportunities. Adding up all the bars gives 96 won and 86 lost opportunities, a win rate of about 53%.

You should see: five bars, one per lost reason: Too expensive 26, We don't have people/skills 8, Not enough stock 8, Chose a competitor 27 and Customer postponed the project or budget 17. The two biggest reasons are choosing a competitor and being too expensive, both related to price and competitiveness.

You should see: the columns are the expected closing months; in the screenshot taken on 09/11/2026 they start from November 2026. At the top of each column is the forecast revenue total, weighted by probability. The search box has three default conditions: Upcoming Closings, My Pipeline and Expected Closing: Month. (In the screenshot, a filter on the salesperson of the demo account stands in for My Pipeline.) Each card is an open opportunity.

You should see: each expected closing month is one bar, and the legend reads Prorated Revenue. The vertical axis uses short units: M is million and G is billion.