Viewing the Bid Board Tile

Once created, the Bid Board Tile will display on the O4 Home Page. The tile displays complex information in a compact manner for quick and easy readability. The tile will show the total number of bids in the bid board, the total sell value, and the total earnings.

Click the tile to view each bid along with the columns that were set up in the tile's configuration. The tile provides the Cards View and Table View, each containing different functionality.

The Cards View

The Cards View displays each bid as a card. Each card will show the project rank color on the left border of the card by default regardless if it is set up in the tile's configuration. Users can click on a card to open the Outside Sales View of the project in O4. Users can also change the number of cards displayed.

Sorting the Cards View

Users can sort the cards alphabetically or in ascending order. The page is sorted by Bid Date by default.

1. Click the Sort menu, then select a field from the drop-down list:

• Sell
• Earnings
• Date (Bid Date)
• Name
• Workgroup
• Location

2. The page will update to reflect the new sort.

The Table View

The Table View displays the bids in a table format. Users can click on a row to open the Inside Sales View of the project in O4.

Filtering the Table View

Users can click  to open Quoter or Sales Account view the bids grouped by the respective users. Each grouping displays the total sell and total earnings by default. 

Clicking a row within a grouping will generate a filter for the table.