Source: https://oguzerol.com/en/role-based-sales-operations-screens/

[![One order, three role views. Illustrative interface: ORDER-104 · Sales: quote approved · Operations: preparing · Manager: awaiting dispatch · Same record. Fields for each role; Shared status; Clear handover.](https://oguzerol.com/gorseller/hizmet-kapaklari/satis-operasyon-rol-bazli-ekranlar-seri-v2-en.webp)

View full size](https://oguzerol.com/gorseller/hizmet-kapaklari/satis-operasyon-rol-bazli-ekranlar-seri-v2-en.webp)

# Role-Based Screens for Sales and Operations

[Oğuz Erol](https://oguzerol.com/en/about-me/)  |  2 min read

Sales can create a quote, operations can receive a preparation list after confirmation, and management can follow the backlog from a summary view.

## How the Role-Based Screens for Sales and Operations can work

These are different views of one record, not separate copies. I can shape fields, actions and status transitions around the hand-offs your team already uses.

Excel and Google Sheets can support filtering, co-editing and different views. When records and actions must be personalised by role, the application can make those rules explicit and easier to govern.

As Oğuz Erol, I develop custom web apps for this workflow. Once the team hand-offs are clear, I aim to prepare an initial working version quickly; I set timing from record stages and screen needs.

## Frequently Asked Questions

### Can each role use a different screen?

Yes. A sales quote screen, an operations preparation list and a management summary can all use the same record.

### Which team is alerted when a status changes?

A transition can place the work in the next team’s queue with the information that team needs.

## Discuss your workflow

[Discuss your workflow](https://oguzerol.com/en/contact/)

[Explore custom web apps for your team](https://oguzerol.com/en/custom-web-apps-for-your-team/)

## Related services

- [Excel Cell-Level Permissions Panel](https://oguzerol.com/en/excel-cell-permissions-panel/)
- [Assigned Records Tracking Portal](https://oguzerol.com/en/assigned-records-tracking-portal/)

[Back to top ↑](https://oguzerol.com/en/role-based-sales-operations-screens/#icerik)

## You may also find these useful

[Excel Allow Users to Edit Ranges: Permissions ExplainedSet up Excel Allow Users to Edit Ranges, check Windows domain and Mac limitations, and distinguish editing rights from private record access.](https://oguzerol.com/en/excel-cell-permissions-panel/)[Expense Permissions and Reporting ScreenA tailored panel that separates expense entry, team visibility and company-total access by user role. Built for Excel and Google Sheets workflows.](https://oguzerol.com/en/expense-permissions-reporting-screen/)[Custom Web Applications Your Team Can Use TogetherI turn Excel and Google Sheets workflows into custom multi-user web apps that run on a server: permissions, approvals, stock, expenses and reports.](https://oguzerol.com/en/custom-web-apps-for-your-team/)

[Browse all articles →](https://oguzerol.com/en/articles/)

WHAT YOU CAN ASK FOR

## How do I work?
Work-hour packages

Tell me about your business and what you need on WhatsApp or by phone; we agree on **a work block of somewhere between 5 and 40 hours** and I start doing what is needed. What you get is not a calendar window — it is net working hours spent directly on your business. I can use 40 hours working three days straight, or deliberately spread it out and finish it over a year — whatever the work calls for. I do not spend my time estimating how long something will take, I spend it doing the work; every hour I spend leaves a lasting result in your business. We keep going for as long as you find it useful.

WORK BLOCKS

## Why not monthly?
Is 40 hours a week?

On a fixed monthly fee both sides are watching the wrong thing: you watch a fixed cost, the other side watches how many more contracts like this they can line up. Working by the hour puts us both in front of the same thing — the real value of the work that got done. I know not having an upfront answer to "how much will this cost in total?" is the natural cost of this model. But instead of paying a fixed fee for months to a setup that is not producing results, you only pay for the qualified time spent on your work — and you see exactly where that time went, start to finish. That is why my clients keep coming back.

5hours300€ + VAT60€ per hour[Choose this block](https://wa.me/905496546489?text=Hi%2C%20I%27d%20like%20info%20about%20the%205-hour%20work%20block.)

10hours500€ + VAT50€ per hour[Choose this block](https://wa.me/905496546489?text=Hi%2C%20I%27d%20like%20info%20about%20the%2010-hour%20work%20block.)

20hours800€ + VAT40€ per hour[Choose this block](https://wa.me/905496546489?text=Hi%2C%20I%27d%20like%20info%20about%20the%2020-hour%20work%20block.)

40hours1,400€ + VAT35€ per hour[Choose this block](https://wa.me/905496546489?text=Hi%2C%20I%27d%20like%20info%20about%20the%2040-hour%20work%20block.)