The Lightspeed portal, on demo data
One system for the whole sale: find the district, quote it, get it approved, send it to the reseller, take their PO, and see the quarter's number move. Pick who you are; switch any time from the bar at the bottom of every page.
Maya Chen
Works her territory's opportunities, builds quotes, sends them to resellers, logs calls by voice.
Priya Natarajan
Opens on the quarter: booked against target, forecast, every rep's number. Approves discounts; the orders team marks POs received and deals Won.
Jordan Ellis
A reseller in the partner portal: quotes waiting for a PO, downloads for their own quote, deal registration, support, training.
- Priya opens on Revenue: booked against target this quarter, the forecast, the gap, and every rep's number.
- Maya opens Opportunities and sees Harbor Point School District's open classroom-audio bid in her territory.
- She builds a quote in Pricing with real part numbers, picks the reseller, and asks for an extra discount, which goes to Priya for approval.
- Priya approves it in Quotes; Maya sends it from her own address. Watch it arrive in the Demo mailbox.
- Jordan (the reseller) opens the quote with no login, downloads it for his own quote, and accepts with his PO.
- The order desk marks the PO received and the deal Won: the Pipeline, the CRM and Priya's Revenue page follow.
Everything here is invented: districts, resellers, people and numbers. Part numbers and price structure are Lightspeed's; the dollar figures are illustrative, not the confidential price list. Nothing leaves the demo: emails go to the Demo mailbox. The demo resets every night. Reset it now.
Demo