Dashboard
Welcome back, User. Here's how the team is doing.
Open Enquiry Ageing
Open pipeline by age since Sales Record / enquiry date
New Sales Records
Real records created in the current week
Added This Week
0
No previous-week comparison yet
Advanced Analytics FiltersThese filters apply to the advanced analytics section below. The top Dashboard summary follows the period selector above.
Enquiries & Orders Trend
Monthly enquiry count, orders, pipeline, and booked value
Enquiry Ageing
Open pipeline by age since enquiry
Expected Closure Forecast
Overdue, this month, current quarter, and unscheduled
Offer Value Progression
How quoted value progresses from initial offer to actual order booking
Top Hotlist Cases
Highest open opportunity value
Top Salespeople
Order value, conversion, and closure speed
Sales Records
One list and one form for initial leads and official enquiries. Start simple and add advanced details only when required.
Filters
0 recordsActive Pipeline: ₹0
| Type | Date | Company / Client | Contact | Enquiry No. | Status / Stage | Business Value | Salesperson | Source | Actions |
|---|
Advanced Import History & RollbackView validation files and roll back an imported batch when required.
Import History
Every preview and committed Advanced Enquiry import is recorded.
| Date | File | Status | Rows | Imported | Validation | Actions |
|---|
Follow-ups
Track leads that need attention and complete follow-up actions.
Filters
0 follow-ups
| Customer | Company | Owner | Expected Date | Stage | Value | Actions |
|---|
Sales Funnel
Form-aligned funnel. Click any card to see the exact Sales Records behind its count and INR value.
Funnel Record DetailsSelect a card to view records.
| Enquiry No. | Customer | Exact Stage | Business Value (INR) | Sales Person | Last Follow-up | Next Follow-up | Age | Status |
|---|---|---|---|---|---|---|---|---|
Select a funnel card. | ||||||||
Advanced Enquiries
Complete enquiry, offer, negotiation, order, competitor, and closure lifecycle.
Filters0 enquiries
| Date | Enquiry No. | Client / Project | Region | Salesperson | Industry | Stage | Offer Value | Order Value | Status |
|---|
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Reports & Sales MIS
Management, enquiry, offer, order, loss, performance, customer, and lead-time reporting.
Report FiltersExports use the same selected scope.
Performance
Team-wide performance overview with person-wise metrics
Filters
1
24 members
User-wise Business Value
Top 10 by open + won business value
User-wise Enquiries & Won Orders
Official enquiries vs won orders by salesperson
EnquiriesWon Orders
Person Workload
Official enquiries, won orders, conversion, won value, and workload by team member
| Team Member | Role | Industry | Enquiries | Won Orders | Conversion | Won Value | Status |
|---|
Identity & Access Management
Invite members, assign roles, and control every permission individually.
Filters
24 members
| Name | Role | Status | Last Active | Actions |
|---|
Roles & Permission Sets
Role permissions are inherited by members. Individual allow/deny overrides can be applied from Edit Access.
Sales Entry & Visibility
Administrator maps who an eligible sales-entry user may enter records for. Executive / BDE / Sr. BDE / BDM / Sr. BDM / Manager / Coordinator can be mapped; Administrator, Director and Sales Director are excluded. Manager record visibility remains a separate advanced control.
Request another executive
Use this only when you need to see an executive who is not in your normal team.
My visible team
My requests
1
0 selected
Select Entry User
Choose any eligible sales-entry user who may create a Sales Record for another eligible sales person.
2
Who can this person enter for?
Just tick the names. No manager-grant terminology here.
— can always enter for themselves.
Select an Entry User to show the checkbox list.
3
Result in Add Sales Record
This is exactly what the selected entry user will see.
Sales Person / Assign To
Created By remains —. The selected person becomes the Sales Person / Order Owner.
Select an Entry User to preview their Sales Person / Assign To list.
Simple rule:
Admin selects an Entry User → ticks the eligible people they may enter for → Save.
This mapping controls entry/assignment only. It does not automatically give the entry user access to those people's other records. Administrator, Director and Sales Director are not selectable in this mapping.
Admin selects an Entry User → ticks the eligible people they may enter for → Save.
This mapping controls entry/assignment only. It does not automatically give the entry user access to those people's other records. Administrator, Director and Sales Director are not selectable in this mapping.
Advanced: Manager Record Visibility Separate from Sales Entry mapping
Manager Record Visibility Requests
These controls only which Sales Records a Manager may view.
Active Manager Visibility Grants
These grants do not control who a Sales Entry user may enter records for.
Security Audit Log
Section 7 is visible to Administrator by default. An Administrator may explicitly grant or revoke this section for an individual Manager or Director from Edit Member Access → Audit.
| Date & Time | Member | Action | Entity | IP Address |
|---|
Masters
Manage the dropdown values used in Sales Records without changing application code.
Salesperson is managed through IAM & RolesSales users are not duplicated as a separate master. Add/edit employees in IAM so assignment, permissions and performance remain linked to the same user.
Master Values0 values
| Name | Parent | Sort | Status | Actions |
|---|
No values found in this master.
Email Settings
Configure the SMTP sender used for CRM notifications.
Database Backup & Restore
Create timestamped SQL backups, schedule automatic backups, and restore safely.
Safe restore workflow
A new safety backup is created automatically before every restore. Restoring signs out all users so permissions and sessions reload cleanly.
Automatic Backup Schedule
Backups use the server's local date and time and are saved in the project backups folder.
Available SQL Backups
Download for off-server storage or restore a selected backup with one click.
| Date & Time | Filename | Type | Size | Actions |
|---|