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Overview

ICL Cotizaciones provides analytics and reporting capabilities through the quotations list view, with grouping, filtering, and status tracking features. The system calculates key metrics automatically from quotation data.

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Quotations Dashboard

The main quotations page (/cotizaciones) serves as the primary dashboard with real-time metrics and interactive filtering.

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Key Metrics Display

Total Quotations

Count of quotations matching current filters, displayed prominently as: cotizacionesUpdates instantly as filters change.

Week Grouping

Quotations grouped by week and year in format:Semana 2026-S09 (12 cotizaciones)Enables trend analysis by time period.

Status Distribution

Visual color-coding of quotation status:
  • Green rows: Ganada (Won)
  • Red rows: Perdida (Lost)
  • Amber rows: Pendiente (Pending)
  • Blue rows: Pend A/C
  • Pink rows: En cotizacion

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Filtering & Analysis

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Server-Side Filters

Filters that trigger database queries:
1

Date Range

Desde / Hasta date inputs filter quotations by fecha (quotation date).Use cases:
  • Weekly performance review
  • Monthly pipeline analysis
  • Quarter-end reporting
2

Sales Representative

Comercial multi-select (admin only) filters by vendedor_id.Non-admin users automatically see only their own quotations.
3

Status Filter

Estado multi-select filters by cerrada field:
  • Ganada (Won)
  • Perdida (Lost)
  • Pendiente (Pending)
  • Pend A/C
  • En cotizacion
Analyze conversion rates and pipeline health.
4

Client Filter

Cliente multi-select filters by cliente_id.Track quotations for specific FFWW clients.
5

Destination Filter

Via single-select filters by via_id (destination port).Analyze route performance and capacity.
The Buscar (Search) field performs real-time filtering across:
  • Quote number (nro_cotizacion)
  • FFWW client name (cliente_nombre)
  • End client name (cliente_final)
  • Origin (origen_nombre)
  • Destination (via_nombre)
  • Sales rep (vendedor_nombre)
  • Cargo details (detalle)
  • Reference (referencia)
  • Sales order (orden_venta)
  • Observations (observaciones)
Source: src/app/(dashboard)/cotizaciones/page.tsx:296-312

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Computed Metrics

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Profit Calculation

Automatically calculated on save: 
profit = (freight_sale - freight_net) + (origin_costs_sale - origin_costs_net)
Displayed in quotation table for each row, enabling:
  • Margin analysis
  • Profitability trends
  • Pricing strategy validation
Source: src/db/schema.ts:117 (profit field)

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Week & Year Derivation

System automatically calculates from quotation date: 
week = getWeekNumber(fecha)
year = fecha.getFullYear()
Used for:
  • Time-based grouping
  • Weekly performance tracking
  • Year-over-year comparisons
Source: src/app/(dashboard)/cotizaciones/page.tsx:314-329

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Table View Organization

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Column Groups

The quotations table organizes data into logical sections:
Source: src/app/(dashboard)/cotizaciones/page.tsx:463-510

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Week Separator Rows

Quotations group by week with sticky separators: 
Semana 2026-S09 (15 cotizaciones)
  [quotation rows]
Semana 2026-S08 (22 cotations)
  [quotation rows]
Separators stick below the header during scroll for context retention. Source: src/app/(dashboard)/cotizaciones/page.tsx:513-519

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Performance Insights

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Conversion Analysis

Filter by date range and analyze status distribution:
  1. Pipeline Health: Count of “En cotizacion” + “Pendiente”
  2. Win Rate: (Ganada / Total closed) × 100
  3. Loss Rate: (Perdida / Total closed) × 100

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Sales Rep Performance (Admin)

Filter by Comercial to view individual performance:
  • Quotation volume
  • Win/loss ratio
  • Average profit per quote
  • Response time (fecha vs fecha_cierre)

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Route Analysis

Filter by Via to analyze:
  • Popular destinations
  • Average margins by route
  • Volume trends (FCL vs LCL)
  • Pricing consistency

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Client Analysis

Filter by Cliente to review:
  • Quote frequency
  • Conversion rate
  • Average deal size
  • Profit trends

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Data Export (Future)

Planned features:
  • CSV/Excel export with current filters
  • Custom date range reports
  • Profit margin summaries
  • Sales rep scorecards
  • Client activity reports

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Access Control

Admin Dashboard

Full Visibility
  • All quotations across all sales reps
  • Comercial filter available
  • Complete profit visibility
  • Cross-team analytics
Roles: DIRECTOR, GERENTE, ADMINISTRACION

Commercial Dashboard

Personal Scope
  • Only quotations where vendedor_id matches user
  • Comercial filter hidden (pre-filtered)
  • Own performance metrics
  • Client relationship tracking
Roles: COMERCIAL, CSV, OPERACIONES
Source: src/app/(dashboard)/cotizaciones/page.tsx:243-244, 263-277

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Real-Time Updates

The dashboard refreshes automatically when:
  • Filters change (date, status, client, via)
  • Returning from quotation edit
  • New quotation created
No manual refresh needed. Source: src/app/(dashboard)/cotizaciones/page.tsx:280-294

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Mobile Responsiveness

Filters collapse on mobile devices:
  • Tap “Filtros” to expand/collapse
  • Horizontal scroll for table
  • Sticky header and week separators maintain context
Source: src/app/(dashboard)/cotizaciones/page.tsx:370-383

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Best Practices

Weekly Review

Use week grouping to:
  • Review current week pipeline every Monday
  • Close out previous week on Friday
  • Track quotation velocity

Status Hygiene

Maintain clean status progression:
  • Update “En cotizacion” → “Pendiente” when sent to client
  • Set “Ganada”/“Perdida” within 48 hours of decision
  • Use “Pend A/C” for awaiting internal approval

Profit Monitoring

Track profit column:
  • Target minimum margins per route
  • Flag low-profit quotes for review
  • Analyze profit trends by client

Search Efficiency

Use search for:
  • Quick quote number lookup
  • Client history review
  • Reference tracking
  • Cargo description matching

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Future Analytics Enhancements

  • Dashboard Charts: Visual graphs for conversion rates, profit trends, volume by route
  • Predictive Analytics: Win probability scoring based on historical data
  • KPI Cards: Revenue forecasts, monthly targets, year-to-date metrics
  • Custom Reports: Scheduled email reports, PDF generation
  • Benchmark Comparison: Performance vs. previous periods
  • Client Segmentation: RFM analysis (Recency, Frequency, Monetary value)

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