Overall Team KPI
Activity: today · Pipeline: selected periodMy KPI
Only your assigned leads and recorded activityOverall Pipeline Summary
Total Leads
0
Qualified
0
Quote in Prog
0
Prop. Sent
0
Leads Won
0
Total Proposal Value
0
Total Won
0
Action Required — Deal Closures Awaiting Confirmation
0Sales representatives have reported closing outcomes (PO Received, Won, or Lost). As Manager/Admin, review each deal and officially update the status to WON or LOST to confirm.
| Reported Outcome | Lead / Project | Deal Value | Reported By / Days Pending | Action |
|---|
Action Required — Follow-ups Due
Saved follow-ups that are due or past due in the selected period. Inactivity alerts remain in Activity Reports.
| Priority | Lead / Project | Assigned / Manager | Action Reason | Follow-up Date | Open |
|---|
Leads by Status
Proposal vs Won vs Lost Amount
Win Reason Analysis
Loss Reason Analysis
Disqualified Reason Analysis
| Lead ID | Dates | Customer Name | Project / End Client | Status / Category | Assigned / Manager | Actions |
|---|
Client & Partner Intelligence
Relationship performance for the selected financial period. Decision Win % excludes disqualified leads.
Opportunities
0
Leads in this period
Active
0
Open opportunities
Proposal Sent
0
At proposal stage
Won
0
Closed successfully
Decision Win %
0.0%
Won ÷ (Won + Lost)
Active Pipeline
₹0
Open proposal value
End Clients
Direct customer and end-user opportunity performance
| End Client | Opportunities | Active | Proposal | Won | Lost | Disqualified | Win % | Active Pipeline | Won Value |
|---|
Contractors
Channel contribution and contractor pipeline
| Contractor | Opportunities | Active | Proposal | Won | Lost | Disqualified | Win % | Active Pipeline | Won Value |
|---|
Consultants
Consultant influence, pipeline and conversion
| Consultant | Opportunities | Active | Proposal | Won | Lost | Disqualified | Win % | Active Pipeline | Won Value |
|---|
Add New User
Manage Users
| User Name | User Email | Role | Status | Weekly KPI Targets | Actions |
|---|
Pending Invites
| User Email | Invited At | Actions |
|---|
User Performance Statistics
Decision Win % = Won ÷ (Won + Lost). Disqualified leads are shown separately and are not counted as sales decisions.
| User Email | Role | Assigned | Qualified | Quote in Prog | Proposal Sent | Negotiation | Won | Lost | Disqualified | Won Amt | Active Proposal Value | Total Proposal Value | Decision Win % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Activity & Effort Reports
Use this page for the weekly sales review and action planning.
Weekly Team Scorecard
Fixed week (Monday–Saturday) versus the previous week. Activity counts come only from saved sales activities; stage moves count actual status changes.
| User | New Leads | Calls | Meetings | Emails | Site Visits | Stage Moves | Proposal Moves | Leads Touched | Activities | Previous 7d | Trend | Weekly Targets | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Monthly Team Scorecard
Selected month effort versus the previous month. Reactive to top navbar period filters.
| User | New Leads | Calls | Meetings | Emails | Site Visits | Stage Moves | Proposal Moves | Leads Touched | Activities | Previous Mo | Trend | Monthly Targets | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Yearly Team Scorecard (Fiscal Year)
Financial year (April 1–March 31) effort versus previous FY. Ideal for appraisals and team rewards.
| User | New Leads | Calls | Meetings | Emails | Site Visits | Stage Moves | Proposal Moves | Leads Touched | Activities | Previous FY | Trend | Yearly Targets | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Neglected High-Value Leads
Active deals not updated in 7+ days.
🕳️ The Black Hole
Proposals sent > 10 days ago with no updates.
Audit Trail
Global chronological activity feed (Last 7 Days).
Profit & Loss (P&L) Dashboard
Showing all commercial leads with project cost.
Total Revenue (Won)
0
Total Project Cost
0
Net Profit
0
Gross Margin %
0%
| Project & ID | Customer Name | Status & Date | Revenue Value | Project Cost | Profit / Loss | Margin % |
|---|