System Notification

Action completed successfully

SALES EXECUTION

Smart Sales Ops

Generate & Manage
Quotations

RESOURCE REQUEST

Stock Request

Request Products for
Events & Workshops

SOURCE OF SKILLS

In-Clinic Training

Manage In-Clinic
Training Requests

Smart Sales Ops
4
John Smith Role: Sales Rep
Menu

Deals

แสดง 12 จาก 12 รายการ · ของ John Smith

Total Active Deals
120
+5.2% vs Last Month
Total Active Quotations
350
Currently In Progress
Total Active Orders
845
Executing Drawdown
Deal Fulfillment Rate
76.2%
% of Completed Orders vs Total Quota
All Deals
เรียงตาม: เลขที่เอกสาร
Deal No. & Customer Deal Name / Validity Period Target Quota Total Value (THB) Progress Status Sales Owner
DL-2608-001
AM International Hospital
Q3 Ultherapy & Injectable Campaign FY26
01 Jan 2026 – 31 Dec 2026
 1,001 Items 48,500,000.00
451 Executed 45%
Approved John Smith
Quotations 2 Docs
QT-2608-001 Approved
10/01/2026 ฿ 19,454,600
QT-2608-052 Pending NSM
05/02/2026 ฿ 5,500,000
Sales Orders 2 Orders
SO-2608-001 +250 Items
QT-2608-001 15/01/2026
SO-2608-002 +200 Items
QT-2608-001 10/02/2026
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
Tier 1 Achieved
DL-2608-002
Bangkok Chiengmai Hospital
Belotero Step-Up Campaign
01 Jan 2026 – 31 Dec 2026
 500 Items 2,400,000.00
400 Executed 80%
Pending Sales Director John Smith
Quotations 1 Docs
QT-2608-018 Approved
15/02/2026 ฿ 12,500,000
Sales Orders 1 Orders
SO-2608-015 +400 Items
QT-2608-018 20/02/2026
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
Tier 1 Achieved
DL-2608-003
V Square Clinic
Ulthera Prime CU FY26
01 Jan 2026 – 31 Dec 2026
 2,000 Items 7,000,000.00
0 Executed 0%
Pending NSM John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-004
SLC Clinic
Ulthera Mask CU FY26
01 Jan 2026 – 31 Dec 2026
 500 Items 80,250.00
0 Executed 0%
Pending SM John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-005
The Klinique
***Special offer for Xeomin lot. 439733 (EXP. 08/27)
01 Aug 2026 – 31 Aug 2027
 1,500 Items 0.00
0 Executed 0%
Draft John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-006
Apex Profound Beauty
Belotero SOFT Q3-FY26
01 Jul 2026 – 30 Sep 2026
 300 Items 1,200,000.00
0 Executed 0%
Re-visit John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-007
Romrawin Clinic
Belotero BALANCE /INTENSE /REVIVE Q3-FY26
01 Jul 2026 – 30 Sep 2026
 800 Items 0.00
0 Executed 0%
Rejected John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-008
Gangnam Clinic
Belotero VOLUME Q3-FY26
01 Jul 2026 – 30 Sep 2026
 400 Items 0.00
0 Executed 0%
Cancelled John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-009
Meko Clinic
RADIESSE CLASSIC & PLUS Q3-FY26
01 Jul 2026 – 30 Sep 2026
 1,000 Items 12,000,000.00
0 Executed 0%
Approved John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-010
Nitipon Clinic
Xeomin Q3-FY26
01 Jul 2026 – 30 Sep 2026
 2,500 Items 0.00
0 Executed 0%
Draft John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-011
Pornkasem Clinic
Ulthera TD + Accumulation FY2627
01 Jul 2026 – 30 Jun 2027
 5,000 Items 20,000,000.00
0 Executed 0%
Pending NSM John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-012
Doctor Youth Clinic
Bundle Radiesse & Belotero Q3-FY26
01 Jul 2026 – 30 Sep 2026
 1,200 Items 9,600,000.00
0 Executed 0%
Approved John Smith
Quotations 0 Docs
No quotations yet.
Sales Orders 0 Orders
No orders executed yet.
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
MKT Support Locked (Requires 50%)
DL-2608-001 Approved

AM International Hospital

Q3 Ultherapy & Injectable Campaign FY26

01 Jan 2026 – 31 Dec 2026

Target 1,001 Items · ฿ 48,500,000.00

Owner: John Smith

451 Executed 45%
DL-2608-002 Pending Sales Director

Bangkok Chiengmai Hospital

Belotero Step-Up Campaign

01 Jan 2026 – 31 Dec 2026

Target 500 Items · ฿ 2,400,000.00

Owner: John Smith

400 Executed 80%
DL-2608-003 Pending NSM

V Square Clinic

Ulthera Prime CU FY26

01 Jan 2026 – 31 Dec 2026

Target 2,000 Items · ฿ 7,000,000.00

Owner: John Smith

0 Executed 0%
DL-2608-004 Pending SM

SLC Clinic

Ulthera Mask CU FY26

01 Jan 2026 – 31 Dec 2026

Target 500 Items · ฿ 80,250.00

Owner: John Smith

0 Executed 0%
DL-2608-005 Draft

The Klinique

***Special offer for Xeomin lot. 439733 (EXP. 08/27)

01 Aug 2026 – 31 Aug 2027

Target 1,500 Items · ฿ 0.00

Owner: John Smith

0 Executed 0%
DL-2608-006 Re-visit

Apex Profound Beauty

Belotero SOFT Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 300 Items · ฿ 1,200,000.00

Owner: John Smith

0 Executed 0%
DL-2608-007 Rejected

Romrawin Clinic

Belotero BALANCE /INTENSE /REVIVE Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 800 Items · ฿ 0.00

Owner: John Smith

0 Executed 0%
DL-2608-008 Cancelled

Gangnam Clinic

Belotero VOLUME Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 400 Items · ฿ 0.00

Owner: John Smith

0 Executed 0%
DL-2608-009 Approved

Meko Clinic

RADIESSE CLASSIC & PLUS Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 1,000 Items · ฿ 12,000,000.00

Owner: John Smith

0 Executed 0%
DL-2608-010 Draft

Nitipon Clinic

Xeomin Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 2,500 Items · ฿ 0.00

Owner: John Smith

0 Executed 0%
DL-2608-011 Pending NSM

Pornkasem Clinic

Ulthera TD + Accumulation FY2627

01 Jul 2026 – 30 Jun 2027

Target 5,000 Items · ฿ 20,000,000.00

Owner: John Smith

0 Executed 0%
DL-2608-012 Approved

Doctor Youth Clinic

Bundle Radiesse & Belotero Q3-FY26

01 Jul 2026 – 30 Sep 2026

Target 1,200 Items · ฿ 9,600,000.00

Owner: John Smith

0 Executed 0%
1 to 12 of 12 items

DL-2608-001: AM International Hospital

Approved Validity 12 Months : 01 Jan 2026 — 31 Dec 2026
Customer Information
AM International Hospital
Hospital WHALEs Current
Deal Name
Q3 Ultherapy & Injectable Campaign FY26
Internal Notes
-
Commitment Fulfillment
45%
451 items fulfilled out of 1,001 Items Total Agreement
Total Committed Value
฿ 51,895,000.00
Progress Status
Rule Type:
Time-Bound (12 M)
Current Unlocked Reward:
Tier 1 Achieved
Next Target:
Tier 2 Locked (Requires 50%)
No active rules yet.
Tracking starts once deal is active.
Deal Items & Tracking
No. Product / Description Qty. Tracking (Drawdown) Base Price / Pricelist
(ExVAT)		 Total Discount
THB / % (ExVAT)		 Net Value / VAT
(ExVAT / 7%)		 Grand Total
(InVAT)		 Bonus Allocation Item Status
(Approval Set)
1
Ulthera Prime System (CU)
ULT-PRM-001
1/1100%
3,500,000.00
Pricelist 3,500,000.00
- 0.00
- 0.00%
3,500,000.00
VAT 245,000.00
3,745,000.00
Unit 3,500,000.00
 – Approved
Set 01
2
Ultherapy Transducer (TD)
10081-ULT-15
450/1,00045%
45,000,000.00
Pricelist 60,000,000.00
- 15,000,000.00
- 33.33%
45,000,000.00
VAT 3,150,000.00
48,150,000.00
Unit 100,000.00
 150 Pcs Approved
Set 01
Total Committed Value (InVAT)
51,895,000.00
No items added yet.
Quotations
Quotation No. / Sales Order No. Items Drawn Net Total (THB) Status Date
QT-2608-001 250 TD + 1 CU 19,454,600 Approved 10/01/2026
QT-2608-052 Various 5,500,000 Pending NSM 05/02/2026
No Quotations linked yet.
Quotation can be generated once the deal is approved.
Sales Orders
Sales Order No. Quotation Ref. Items Drawn Net Total (THB) Status Date
SO-2608-001 QT-2608-001 +250 Items - Approved 15/01/2026
SO-2608-002 QT-2608-001 +200 Items - Approved 10/02/2026
No Sales Orders generated yet.
Orders will appear here once items are drawn.
Approval Progress Set 02
Current Stage
Pending SM
Submitted On
—
Items In This Set
0
Set Value (InVAT)
0.00
Step 1 · SM Waiting
Preeyaporn Thongchai
preeyaporn.t@merz.com
ยังไม่ถึงลำดับการอนุมัติ
Step 2 · NSM Waiting
Sarah Jenkins
sarah.j@merz.com
ยังไม่ถึงลำดับการอนุมัติ
Step 3 · SALES DIRECTOR Waiting
Alexander Grant
alexander.g@merz.com
ยังไม่ถึงลำดับการอนุมัติ
Approver Decision · SM มุมมองผู้อนุมัติ
จำเป็นต้องระบุเหตุผลเมื่อส่งกลับแก้ไขหรือปฏิเสธ
Approval History Common Module
ส่งขออนุมัติ
John Smith N-5 Sales 10 Jan 2026 09:40
อนุมัติ ลำดับ N-3
Somchai P. Sale Manager 10 Jan 2026 11:05
อนุมัติ ลำดับ N-2
Wanida T. National Sale Manager 11 Jan 2026 09:18
อนุมัติ ลำดับ N-1
Prasert K. Sales Director 12 Jan 2026 16:02

Deal Plan

Master Execution Plan DL-2608-001
Sub Total (InVAT)
฿ 0.00
Order
0
Bonus
0
Special (<12M)
0
Rebate 5%
0
Grand Total
0
Avg % Bonus
0.0%
Calculated from total

Master Monthly Drawdown Schedule

No. Month / Year Product Order Bonus Special (<12M) Rebate 5% Total Qty Price (Ex.Vat) Price (In.Vat) Note
TOTAL ALL PRODUCTS 0 0 0 0 0 0 0

Dashboard

ภาพรวมของทีมขาย · ของ John Smith

Total Deal Value
฿ 100.8M
From Approved Deal Items
Quotations This Month
92
+9.5% vs Last Month
Orders This Month
44
+15.8% vs Last Month
Deal to Order Conversion
47.8%
44 Orders From 92 Quotations
Quotation vs Order Volume
Quotations Orders
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Document Funnel
Deals12
แปลงต่อได้ 83.3%
Quotations10
แปลงต่อได้ 30.0%
Sales Orders3
Document Status Mix 91 documents
Approved 34
Pending SM 12
Pending NSM 9
Pending Sales Director 5
Re-visit 6
Draft 18
Rejected 4
Cancelled 3
Top 5 Customers by Deal Value
AM International Hospital ฿ 48,500,000
Meko Clinic ฿ 12,000,000
Bangkok Chiengmai Hospital ฿ 2,400,000
Pornkasem Clinic ฿ 20,000,000
V Square Clinic ฿ 7,000,000
Approval Turnaround by Level เฉลี่ยเป็นวัน
N-3 Sale Manager 0.8 วัน
N-2 National Sale Manager 1.9 วัน
N-1 Sales Director 3.0 วัน
ลำดับที่ใช้เวลานานที่สุดคือ Sales Director ซึ่งเป็นคอขวดของสายอนุมัติ

Quotations

แสดง 10 จาก 10 รายการ · ของ John Smith

Total Active Quotations
10
All Statuses You Can Access
Total Quotation Value
฿ 81.4M
81,452,850.00 THB Excluding Cancelled
Total Active Orders
3
Drawn From These Quotations
% of Completed Orders vs Total Quotation
15.2%
850 of 5,593 Quoted Items
Quotation No. & Customer Deal Ref. / Issue Date Items Net Total (THB) Drawn to Order Status Sales Owner
QT-2608-001
AM International Hospital
DL-2608-001
10 Jan 2026
 251 Items 19,454,600.00
450 Drawn 45%
Approved John Smith
QT-2608-018
Bangkok Chiengmai Hospital
DL-2608-002
15 Feb 2026
 500 Items 12,500,000.00
400 Drawn 80%
Approved John Smith
QT-2608-052
AM International Hospital
DL-2608-001
05 Feb 2026
 120 Items 5,500,000.00
0 Drawn 0%
Pending NSM John Smith
QT-2609-004
V Square Clinic
DL-2608-003
02 Mar 2026
 2 Items 7,000,000.00
0 Drawn 0%
Pending Sales Director John Smith
QT-2609-011
SLC Clinic
DL-2608-004
06 Mar 2026
 50 Items 80,250.00
0 Drawn 0%
Pending SM John Smith
QT-2609-019
Apex Profound Beauty
DL-2608-006
12 Mar 2026
 300 Items 1,800,000.00
0 Drawn 0%
Re-visit John Smith
QT-2609-027
The Klinique
DL-2608-005
18 Mar 2026
 1,500 Items 15,750,000.00
0 Drawn 0%
Draft John Smith
QT-2609-033
Romrawin Clinic
DL-2608-007
20 Mar 2026
 800 Items 4,800,000.00
0 Drawn 0%
Rejected John Smith
QT-2609-040
Gangnam Clinic
DL-2608-008
24 Mar 2026
 400 Items 2,568,000.00
0 Drawn 0%
Cancelled John Smith
QT-2609-046
Meko Clinic
DL-2608-009
28 Mar 2026
 1,000 Items 12,000,000.00
0 Drawn 0%
Approved John Smith
1 to 10 of 10 items

Sales Orders

แสดง 10 จาก 10 รายการ · ของ John Smith

Total Active Orders
10
All Statuses You Can Access
Total Order Value
฿ 47.0M
47,004,465.00 THB Excluding Cancelled
Awaiting Approval
3
Across All Three Approval Levels
Order Approval Rate
30.0%
3 of 10 Orders Approved
Order No. & Customer Quotation Ref. / Issue Date Deal Ref. Items Net Total (THB) Status Sales Owner
SO-2608-001
AM International Hospital
QT-2608-001
15 Jan 2026
DL-2608-001
 250 Items 9,727,300.00 Approved John Smith
SO-2608-002
AM International Hospital
QT-2608-001
10 Feb 2026
DL-2608-001
 200 Items 7,781,840.00 Approved John Smith
SO-2608-015
Bangkok Chiengmai Hospital
QT-2608-018
20 Feb 2026
DL-2608-002
 400 Items 10,000,000.00 Approved John Smith
SO-2609-003
V Square Clinic
สร้างตรงจาก Deal
04 Mar 2026
DL-2608-003
 1 Items 3,500,000.00 Pending Sales Director John Smith
SO-2609-008
SLC Clinic
QT-2609-011
08 Mar 2026
DL-2608-004
 25 Items 40,125.00 Pending NSM John Smith
SO-2609-012
Apex Profound Beauty
QT-2609-019
14 Mar 2026
DL-2608-006
 120 Items 720,000.00 Pending SM John Smith
SO-2609-016
The Klinique
QT-2609-027
19 Mar 2026
DL-2608-005
 500 Items 5,250,000.00 Draft John Smith
SO-2609-021
Romrawin Clinic
QT-2609-033
22 Mar 2026
DL-2608-007
 200 Items 1,200,000.00 Re-visit John Smith
SO-2609-025
Gangnam Clinic
QT-2609-040
26 Mar 2026
DL-2608-008
 60 Items 385,200.00 Cancelled John Smith
SO-2609-030
Meko Clinic
QT-2609-046
30 Mar 2026
DL-2608-009
 700 Items 8,400,000.00 Rejected John Smith
1 to 10 of 10 items

My Approvals

มี 8 รายการรออนุมัติจากคุณ · ลำดับ N-2 National Sale Manager

Awaiting My Approval
8
Waiting For Your Decision
Deals Awaiting
2
Deals In Your Queue
Quotations Awaiting
3
Quotations In Your Queue
Sales Orders Awaiting
3
Sales Orders In Your Queue
Type Document No. & Customer Deal Ref. Net Total (THB) Status Sales Owner
Deal
DL-2608-003
V Square Clinic
–
 7,000,000.00 Pending NSM Apinya S.
Quotation
QT-2608-052
AM International Hospital
DL-2608-001
 5,500,000.00 Pending NSM John Smith
Quotation
QT-2609-004
V Square Clinic
DL-2608-003
 7,000,000.00 Pending Sales Director John Smith
Sales Order
SO-2609-003
V Square Clinic
DL-2608-003
 3,500,000.00 Pending Sales Director John Smith
Sales Order
SO-2609-008
SLC Clinic
DL-2608-004
 40,125.00 Pending NSM Somsak T.
Deal
DL-2608-011
Pornkasem Clinic
–
 20,000,000.00 Pending NSM Nattaya P.
Quotation
QT-2609-011
SLC Clinic
DL-2608-004
 80,250.00 Pending SM Somsak T.
Sales Order
SO-2609-012
Apex Profound Beauty
DL-2608-006
 720,000.00 Pending SM Nattaya P.
1 to 8 of 8 items

QT-2609-001

Draft
Quotation Information
—
Subject : เรื่อง
—
Prefix (เรียน)
—
Customer Quotation Name
—
Quotation Date
—
Sold To
—
Internal Notes
-
Items
No. Product / Description Qty. Unit Price (THB)
No items have been added under this quotation yet.
Automatically Applied Promotion
Based on your Master Deal terms and current drawdown quantity.
No promotions have been added under this quotation yet.
Terms & Conditions
Payment Terms : เงื่อนไขการชำระเงิน
  • 30% deposit upon contract signing, and final 70% payment on installation date
Remark : หมายเหตุ
  • Quotation validity: 30 days
  • Machine and handpiece warranty: 18 months.
Agent Contact : ข้อมูลผู้แทน
  • John Smith   Tel: 092003940
Financial Summary
Currency: THB
Subtotal (Ex. VAT) 0.00
Trade-in Program (Ex. VAT) (0.00)
Promotions Value (Ex. VAT) (0.00)
VAT (7%) 0.00
Total
0.00
Includes applicable taxes

SO-2609-001

Draft
Sales Order Information
—
Subject : เรื่อง
—
Prefix (เรียน)
—
Customer Sales Order Name
—
Sales Order Date
—
Sold To
—
Internal Notes
-
Items
No. Product / Description Qty. Unit Price (THB)
No items have been added under this quotation yet.
Automatically Applied Promotion
Based on your Master Deal terms and current drawdown quantity.
No promotions have been added under this quotation yet.
Terms & Conditions
Payment Terms : เงื่อนไขการชำระเงิน
  • 30% deposit upon contract signing, and final 70% payment on installation date
Remark : หมายเหตุ
  • Order validity: 30 days
  • Machine and handpiece warranty: 18 months.
Agent Contact : ข้อมูลผู้แทน
  • John Smith   Tel: 092003940
Financial Summary
Currency: THB
Subtotal (Ex. VAT) 0.00
Trade-in Program (Ex. VAT) (0.00)
Promotions Value (Ex. VAT) (0.00)
VAT (7%) 0.00
Total
0.00
Includes applicable taxes