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    Sales target table for more than 150 sales engineers

    Asked by mohammednadeem on January 29, 2017 at 02:03 AM

    we have a requirement, where we need to give a sales target letter of each month to around 150 sales engineer and they will have 2 button (accept/reject) and upon acceptance, it will generate a pdf file and send it to their manager and same for rejection also. example of the table :

    Note: each sales engineer, upon login with their PIN, they can able to see their own sales target data/table, how we can achieve this by using jotform?

    Month/ KPI

    Sales Volume

    AR % Overdue

    AR Provision

    Gross Margin %

    January

     

     

     

     

    February

     

     

     

     

    March

     

     

     

     

    April

     

     

     

     

    May

     

     

     

     

    June

     

     

     

     

    July

     

     

     

     

    August

     

     

     

     

    September

     

     

     

     

    October

     

     

     

     

    November

     

     

     

     

    December

     

     

     

     

  • Profile Image
    JotForm Support

    Answered by liyam on January 29, 2017 at 03:33 AM

    Hello,

    Unfortunately, the table that you have shared did not reflect here on the forum. Perhaps you can upload a screenshot instead?

    But based on how you have explained it, I believe it's only partial on what you have stated that JotForm can accomplish. If you wish to send an individual email with the PDF to each one of your 150 sales engineers, that's possible. You can make use of the email alerts feature to send these emails to your sales engineers individually. But if you wish to send to all 150 on a single click, I would recommend to make use of other services like MailChimp or Madmimi for mass emailing services.

    If your method of sending email is by submitting a form one by one, then it's possible to make use of JotForm and allow your recipients to edit the form submission where they can accept and reject.

    You can check this guide to know more about email alerts: https://www.jotform.com/help/30-Explanation-of-Email-Notification-and-Autoresponder-Settings

    And check this guide for editing submissions for possible instances of your sales engineers to do acceptance/rejections: https://www.jotform.com/help/325-How-to-Edit-Submissions-Made-on-Your-Forms 

    With entering PIN codes unfortunately, there is no clean and secure method for this with JotForm since JotForm's method for possible use of conditions on forms is by javascript and the information for such codes can be seen by viewing the HTML source. You can check this guide for the logical approach of what I am referring to: https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    If I am missing something, or if you can provide a more details of the flow that you wish to make happen, please let us know.

    Thanks.

     

  • Profile Image

    Answered by mohammednadeem on January 29, 2017 at 03:40 AM

    HI, thanks for your reply

    please see the screenshot of table, how it looks like only 2 rows are appearing, where as 12 rows are there actually (12 months), regarding email, need to send to individual only at one time. but here, how we can show different tables in a form to each sales engineer?

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    JotForm Support

    Answered by Boris on January 29, 2017 at 04:35 AM

    I'm sorry if I did not understand this part, but will the data in the table be populated by you, or by your users?

    You can use a Matrix field for collecting tabular information:

    By showing a different table to each person, if you meant to pre-fill the table that you send to each person with different values, then you can simply use our form prepopulation feature and prepopulate the fields with desired values that way:

    https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    Then, you would send each engineer their own prepopulated form link, so they can fill out your form with their personalized data and submit it.

    Please try it out, and let us know if there is anything else we can do to help.