The Bid Board Tile is linked to the "Bid Board" feature in Projects. It allows a quoter, sales account, or owner to view the bid board items that pertain to their visibility of the business. For example, a quoter may set up the tile to only show his/her projects and exclude projects that do not pertain to him/her. This tile updates every 15 minutes.
Use this tile to complete the following tasks:
- Customize the tile to only show specific projects
- Filter bid information by CSR, quoter, sales account, and workgroup
- View a snapshot of each bid on the bid board
- Track total sell value and total earnings
For each tile that is created, a individual gauge will appear on the Home Page of the users who are given access to the tile. This gauge functions to display complex information in a compact manner to allow for ease and readability. The tile gauge is presented below. Note: all tile gauges may differ in appearance, due to the number of bids, total sell value, and total earnings.