Welcome
What needs attention today: tickets first, then clients, sales and projects.
Needs your attention
Items that may affect a commitment or gate
Pipeline by stage
Open opportunity value · ZAR
Priority opportunities
Next decisions and close dates
| OPPORTUNITY | STAGE | VALUE | NEXT ACTION |
|---|
Project governance
Gate progress and delivery health
Sales pipeline
Deals from first contact to signed. A deal moves to its next stage once the details that stage needs are filled in.
| OPPORTUNITY / ACCOUNT | STAGE | EST. VALUE | PROBABILITY | OWNER | EXPECTED CLOSE | NEXT ACTION |
|---|
Projects
Customer projects, stage by stage. Each stage has a short checklist and a sign-off before the next one starts.
Work queue
Tasks, approvals and prerequisites. An item cannot be completed while a required dependency remains open.
| WORK ITEM | SOLUTION / PRODUCT SET | STATUS | PRIORITY | OWNER | DUE DATE | DEPENDENCIES | RELATED TO | ACTION |
|---|
Dependency register
Prerequisites which can block downstream work
Clients
Every customer, partner and prospect. Add each client's website or email address so their tickets link to them automatically.
| ACCOUNT | INDUSTRY | OWNER | LOCATION | STATUS | ACTIVITY |
|---|
Contacts & role players
Track sponsors, decision-makers, technical evaluators, procurement and delivery stakeholders.
| CONTACT | ACCOUNT | ROLE / INFLUENCE | PHONE | NOTES |
|---|
Tickets
Every request from email, the help page, SchoolSign and SportSign. Open a ticket to reply, resolve, close or cancel it.
| INCIDENT | PRIORITY | STATUS | ASSIGNED TO | RESPONSE SLA | RESOLUTION SLA | UPDATED |
|---|
Service desk performance
Ticket volumes, SLA performance and response times.
Tickets per week
Logged vs resolved
Open now by priority
Everything not yet resolved
By engineer
Assigned tickets, SLA performance and resolution time
| ENGINEER | LOGGED | RESOLVED | OPEN | RESPONSE SLA | RESOLUTION SLA | AVG RESOLUTION |
|---|
By client
Linked by contact or email domain
| CLIENT | LOGGED | RESOLVED | OPEN | RESPONSE SLA | RESOLUTION SLA | AVG RESOLUTION |
|---|
By channel
Email, help page, portal and connected products
| CHANNEL | LOGGED | RESOLVED | OPEN | RESPONSE SLA | RESOLUTION SLA | AVG RESOLUTION |
|---|
Subscriptions across ASG products
Trials and paid plans from every product that charges, starting with Seal. Payments arrive from PayFast.
| CUSTOMER | PRODUCT | PLAN | STATUS | MONTHLY | RENEWS / TRIAL ENDS | SINCE |
|---|---|---|---|---|---|---|
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Recent payments
Every PayFast notification that was accepted.
| WHEN | CUSTOMER | STATUS | AMOUNT | PAYFAST REF |
|---|
Administration
People, companies and support mailboxes.
Companies
Each company has its own address and its own data. ASG Africa staff work every company from here with the company switcher.
People
Who can sign in, to which company, and with which role.
| USER | COMPANY | ROLE | STATUS | ACCESS |
|---|
What each role can doFive roles, identical in every company. The Global Super Administrator is an extra role that exists only in the parent company.5 roles · Expand
Notifications
New tickets, customer replies, SLA warnings, overdue tasks and deadlines, newest first.
All notifications
Mark them read once dealt with
History
Every change: who made it and when.
Recent events
The latest 100 changes
