Pathway: Sales > Pipelines > Opportunities
This page displays all Contracts and Proposals Sales Representatives currently have to help better keep track of current activity. The information is shown in a grid broken down by months prior month, current month, next month, in the next 2 months, to in the next 3+ months and high, medium, and low. Once an amount is selected it populates all the details about each proposal or contract below.
Use the image you captured here for a section detailing how the bottom fields are populated and what each represent.
Outline to consider for this page (we can talk more about this)
Section 1 - details what the tool is (you have this mostly done)
Description of tool - you have this done
Add: Image of tool with nothing added to it (no arrows/highlighting areas)
Add: Table with filter field descriptions
Section 2 - details the Grid
Description of grid - you could break apart the description you already created and have the grid portion here.
Add: Image focusing on the Grid
Add: Table with Grid Field Descriptions which should also include what the columns represent and rows represent and also check boxes
Section 3 - details of the lower portion of the screen
Add: Description - really just needs to say something to the effect fields populate based on what is selected in the grid.
Add: Image - the image you already have with the arrow would work perfect here
Add: Table with field descriptions