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ICL Cotizaciones provides comprehensive analytics dashboards to help you track quotation performance, sales activity, and business trends. This guide covers all available reports and how to use them effectively.

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Dashboard Access by Role

Dashboard access depends on your user role: Administrative Roles (Director, Gerente, Administración)
  • Access all dashboard views
  • See company-wide metrics
  • View performance by sales representative
  • Access filtered reports across all users
Operational Roles (Comercial, Operaciones, CSV)
  • Access personal performance dashboards only
  • See their own quotations and metrics
  • Cannot view other representatives’ data
  • Cannot access by-representative comparison views
The system automatically filters data based on your role. You’ll only see the “Por Vendedor” (By Sales Rep) option in the dashboard menu if you have administrative access.

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Available Dashboards

Navigate to dashboards from the sidebar under the Dashboard section:
  • General - Company-wide metrics and trends
  • Por Vendedor - Performance by sales representative (admin only)
  • Por Cliente - Client activity analysis (admin only)
  • Filtradas - Custom filtered reports
  • Contactos - Client engagement tracking (admin only)

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General Dashboard

The General dashboard provides a high-level view of quotation activity and conversion rates.

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Accessing General Dashboard

Sidebar → Dashboard → General

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Metrics Displayed

Cotizaciones por Semana (Quotations by Week)
  • Bar chart showing total and closed (won) quotations by week number
  • Covers recent weeks with complete data
  • Blue bars: Total quotations created
  • Green bars: Quotations with status “SI” (won)
  • X-axis: Week numbers (S01, S02, etc.)
  • Y-axis: Quotation count
Weeks are derived from the quotation date field. Week 1 starts on the first day of the year. Some imported historical data may show as “null” week if not properly calculated.
Cotizaciones por Mes (Quotations by Month)
  • Bar chart showing monthly quotation volume and conversions
  • Format: “MMM YYYY” (e.g., “Feb 2026”)
  • Blue bars: Total quotations
  • Green bars: Closed/won quotations
  • Useful for identifying seasonal trends
Top 10 Clientes (30 días) (Top 10 Clients - Last 30 Days)
  • Horizontal bar chart ranking clients by total quotation volume
  • Includes all quotation statuses
  • Client name on Y-axis
  • Quotation count on X-axis
  • Filters to last 30 days automatically
  • Shows top 10 most active clients
Top 10 Clientes Ganadas (30 días) (Top 10 Clients Won - Last 30 Days)
  • Horizontal bar chart showing clients with most won quotations
  • Only counts quotations with status “SI”
  • Green bars indicate successful conversions
  • Helps identify your most valuable clients
  • Filters to last 30 days automatically

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Data Filtering

Admin users: See all quotations across the entire company Comercial/Operaciones users: See only their own quotations The dashboard automatically applies the appropriate filter based on your role.

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Interpreting the Data

Compare total vs. closed: A large gap between blue (total) and green (closed) bars indicates low conversion rates for that period.
Track trends: Look for patterns across weeks and months. Are you creating more quotations? Is your close rate improving?
Identify top clients: Use the Top 10 charts to focus retention efforts on your most active and valuable clients.

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Por Vendedor Dashboard

Admin only - This dashboard is only accessible to Director, Gerente, and Administración roles.
The Por Vendedor (By Sales Representative) dashboard compares performance across your sales team.

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Accessing Por Vendedor Dashboard

Sidebar → Dashboard → Por Vendedor

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Metrics Displayed

Performance by Sales Representative
  • Table or chart showing each representative’s metrics:
    • Total quotations created
    • Number of closed/won quotations
    • Total profit generated
    • Conversion rate (calculated client-side)
  • Sortable by any column
  • Covers all time periods in the database
Monthly Breakdown by Representative
  • Shows quotation volume per representative per month
  • Helps identify productivity trends
  • Can spot representatives who need support or coaching

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Use Cases

Sales Management
  • Compare team performance
  • Identify top performers
  • Spot representatives who need training or support
  • Allocate territories based on capacity
Forecasting
  • Track monthly quotation trends by representative
  • Predict pipeline based on historical patterns
  • Plan resource allocation
Compensation Planning
  • Review profit contribution by representative
  • Support commission calculations
  • Evaluate performance for bonuses

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Por Cliente Dashboard

Admin only - This dashboard is only accessible to Director, Gerente, and Administración roles.
The Por Cliente (By Client) dashboard analyzes quotation activity at the client level.

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Accessing Por Cliente Dashboard

Sidebar → Dashboard → Por Cliente

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Metrics Displayed

Client Activity Summary
  • List of all clients with quotation metrics
  • Total quotations per client
  • Conversion rate per client
  • Last quotation date
  • Assigned sales representative
Client Conversion Analysis
  • Shows which clients have high/low win rates
  • Helps identify clients worth pursuing
  • Flags clients with lots of quotes but no wins (may need different approach)

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Use Cases

Account Management
  • Identify high-value clients deserving extra attention
  • Spot dormant clients for re-engagement campaigns
  • Review client profitability
Sales Strategy
  • Focus efforts on high-conversion clients
  • Review low-conversion clients to understand why
  • Identify upsell opportunities

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Filtradas Dashboard

The Filtradas (Filtered) dashboard lets you create custom reports with multiple filter criteria.

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Accessing Filtradas Dashboard

Sidebar → Dashboard → Filtradas

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Available Filters

Fecha Desde / Fecha Hasta (Date Range)
  • Select start and end dates
  • Filters by quotation creation date
  • Leave blank for all dates
Cliente (Client)
  • Multi-select dropdown
  • Filter to specific clients
  • Useful for account reviews
Estado (Status)
  • Multi-select dropdown for quotation status:
    • SI - Won/Closed successfully
    • NO - Lost/Not successful
    • PEND - Pending client response
    • ENCOTIZACION - In quotation (draft)
    • PEND A/C - Pending approval
Vendedor (Sales Representative) - Admin only
  • Multi-select dropdown
  • Filter to specific representatives
  • Not visible to Comercial/Operaciones users
Via (Destination)
  • Single-select dropdown
  • Filter by destination port/city
  • Useful for analyzing specific trade lanes

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Applying Filters

1

Select filter criteria

Choose values in one or more filter fields.
2

Click Aplicar or Buscar

The dashboard updates with filtered results.
3

Review the summary

The top of the page shows:
  • Total quotations matching filters
  • Total closed (won) quotations
  • Total profit from filtered quotations
  • Breakdown by status
4

Review the detail list

Below the summary, see the full list of quotations matching your filters with:
  • Quote number
  • Client name
  • Status
  • Profit
  • Date
  • Sales representative
5

Adjust filters as needed

Change filter values and reapply to refine your analysis.

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Use Cases

Period Reviews 
Fecha Desde: 2026-01-01
Fecha Hasta: 2026-01-31
Estado: SI
→ Shows all won quotations in January
Client Performance 
Cliente: ACME Corporation
Fecha Desde: 2025-01-01
→ All quotations for ACME this year
Trade Lane Analysis 
Via: Shanghai
Estado: SI, NO
→ All closed quotations (won + lost) for Shanghai route
Representative Review 
Vendedor: María López
Fecha Desde: 2026-02-01
Fecha Hasta: 2026-02-29
→ María's February performance

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Exporting Filtered Data

Currently, there’s no built-in export feature. To export filtered data:
  1. Apply your filters
  2. Select the quotation list table
  3. Copy (Ctrl+C) and paste into Excel
  4. Or use browser Print to PDF (Ctrl+P)

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Contactos Dashboard

Admin only - This dashboard is only accessible to Director, Gerente, and Administración roles.
The Contactos (Contacts/Engagement) dashboard helps you track client engagement and identify inactive accounts.

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Accessing Contactos Dashboard

Sidebar → Dashboard → Contactos

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Metrics Displayed

Actividad por Vendedor (últimos 30 días) (Activity by Sales Rep - Last 30 Days)
  • Table showing each representative’s recent activity:
    • Total quotations created
    • Number of unique clients quoted
    • Client engagement rate
  • Helps identify representatives with high/low activity
  • Automatic 30-day rolling window
Clientes Sin Cotizar (Clients Without Recent Quotations)
  • List of active clients with no quotations in the last 30 days
  • Includes:
    • Client name
    • Assigned sales representative
    • Last quotation date (if any)
  • Helps identify dormant accounts needing attention

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Use Cases

Sales Activity Monitoring
  • Track team engagement levels
  • Identify representatives not actively quoting
  • Ensure consistent client contact
Client Retention
  • Find clients who haven’t been quoted recently
  • Create re-engagement campaigns
  • Prevent client churn
Territory Management
  • Review client distribution across representatives
  • Identify overloaded or underutilized representatives
  • Reassign clients for better coverage

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Understanding Profit Calculations

Profit is automatically calculated for each quotation and aggregated in dashboards: 
Profit = (Flete Venta - Flete Neto) + (Gastos Origen Venta - Gastos Origen Neto)
Components:
  • Flete Venta - Sales price for freight
  • Flete Neto - Net cost of freight
  • Gastos Origen Venta - Sales price for origin costs
  • Gastos Origen Neto - Net origin costs
If any component is null or zero, it’s treated as zero in the calculation.
Profit is calculated at quotation creation and update time. Changing pricing tables doesn’t retroactively update profit on existing quotations.

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Dashboard Best Practices

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For Sales Representatives (Comercial/Operaciones)

Check your dashboard weekly: Review your personal metrics every Monday to set priorities for the week.
Track conversion rates: If your close rate is low, review lost quotations to understand why and adjust your approach.
Focus on top clients: Use the Top 10 Clientes chart to identify which relationships to prioritize.

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For Managers (Director/Gerente/Administración)

Weekly team reviews: Use the Por Vendedor dashboard in Monday meetings to discuss team performance.
Monthly client audits: Review the Contactos dashboard to identify dormant clients and assign follow-up tasks.
Spot trends early: Monitor weekly charts for sudden drops in quotation volume or conversion rates.
Combine filters: Use the Filtradas dashboard to create detailed reports for specific scenarios (e.g., “All lost quotes over $10k profit in Q1”).

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Data Hygiene

Update quotation status: Dashboards are only as good as your data. Make sure representatives consistently update the “Cerrada” status field.
Set close dates: When marking a quotation as SI or NO, ensure the Fecha de Cierre is accurate for proper period reporting.
Review data quality: Periodically spot-check quotations to ensure profit calculations, dates, and status values are correct.

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Troubleshooting Dashboard Issues

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Dashboard Shows “Cargando…” (Loading) Forever

Possible causes:
  • Network connectivity issue
  • Database query timeout (very large dataset)
  • Session expired
Solutions:
  1. Refresh the browser (F5)
  2. Check your internet connection
  3. Log out and log back in
  4. Clear browser cache and retry
  5. Contact your system administrator if the issue persists

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Missing Data in Charts

Symptom: Charts are empty or show “No se encontraron datos” Checks:
  1. Verify quotations exist in the database (go to Cotizaciones list)
  2. Check that quotations have valid dates
  3. Ensure the week/month fields are populated (older quotations may need recalculation)
  4. For role-specific views, confirm you have quotations assigned to you

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Week Numbers Show as “null”

Cause: Imported quotations without calculated week/month/year fields Solution: Ask your system administrator to run the migration script: 
npx tsx src/db/migrate-v5.ts
This recalculates derived date fields for all quotations.

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Profit Values Look Wrong

Checks:
  1. Open the affected quotation and review the pricing fields
  2. Manually calculate: (Flete Venta - Flete Neto) + (Gastos Origen Venta - Gastos Origen Neto)
  3. Check for null values being treated as zero
  4. Verify currency consistency (mixing currencies can cause confusion)

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Representative Can’t See Their Data

Symptom: Comercial user dashboard is empty but they have quotations Checks:
  1. Verify the quotations have vendedor_id set to their user ID
  2. Check that the user is logged in with the correct account
  3. Confirm the user’s role is set correctly in their account
  4. Try logging out and back in to refresh the session

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Future Analytics Features

Planned enhancements for future versions:
  • Export to Excel: Download dashboard data directly to spreadsheets
  • Custom date ranges: Select arbitrary date ranges instead of fixed periods
  • Profit margins: Calculate and display margin percentages
  • Year-over-year comparisons: Compare current period to same period last year
  • Goal tracking: Set targets and track progress toward goals
  • Email reports: Schedule automatic dashboard emails
Contact your system administrator or Anomaly Co. support for updates on these features.

Related Guide

Learn how quotation data flows into analytics dashboards

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