₹ US$ Wednesday, 14 Oct 2026 --:--:--

Notifications4

Quotation #QT-531 approved5 min ago

Deal won - 10kW rooftop project1 hr ago

Campaign "Monsoon Saver" launched3 hrs ago

12 new leads assigned to youToday

My TasksOpen

Hit weekly call target (200 calls) Update pipeline stage for 12 deals Write follow-up notes for 5 leads Review 14 pending quotations

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CRM & Sales Dashboard

Leads, pipeline and sales overview

Last refreshed: 06:11 PM

1,284 Total Leads +42 this week

₹12.4 Cr Pipeline Value 312 active deals

24% Conversion Rate Avg 14 days close

18 Active Campaigns 5 ending this week

96 New Customers +18 this month

78% Sales Target ₹31.2 Cr of ₹40 Cr

42 Follow-ups Due 12 overdue

8 Meetings Today 3 remote

156 Calls Logged 63% connected

2,480 Emails Sent 38% open rate

86 Deals Won ₹8.6 Cr value

34 Deals Lost 18% loss rate

Sales Summary

FY 2026

Total Sales ₹34.2 Cr

Collections ₹24.1 Cr

Outstanding ₹10.1 Cr

Commission Paid ₹1.4 Cr

Avg. Deal Size ₹6.8 Lakh

Sales Funnel

Lead stages

New

128

Contacted

Survey Done

Quotation

Negotiation

Won

Top Deals

This month

15kW Ground MountS. Khandelwal ₹13 Lakh

Survey

10kW RooftopR. Behera ₹8.2 Lakh

Negotiation

5kW RooftopM. Panda ₹4.2 Lakh

Quotation

3kW Home SystemT. Pradhan ₹2.6 Lakh

Won

Sales Trend

FY 2026

Lead Sources

This FY

Team Leaderboard

Deals closed

S. Panda 88 deals

A. Das 79 deals

R. Mohanty 74 deals

P. Behera 61 deals

K. Sahoo 55 deals

Today's Follow-ups

Wednesday

Call 6 quotation follow-ups 10:00 AM

Team meeting - weekly target review 12:30 PM

Send "Monsoon Saver" reminder email 03:00 PM

Deal closing call - 10kW project 05:30 PM

Pending Approvals

5 Items

Pending Quotations 14 Review

Discount Approvals 9 Review

Campaign Budgets 6 Review

Customer Credits 5 Review

Price Overrides 8 Review

Recent Activity

Live feed

14 new leads received today2 min ago

38 calls logged in the last hour1 hr ago

Campaign "Monsoon Saver" sent to 2,400 contacts3 hrs ago

Deal won - 5kW rooftop (₹4.2 Lakh)Today

3 meetings scheduled for tomorrowYesterday

Calendar

Today

October 2026

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System Alerts

Live

3 campaigns ending this week - renew now

18 leads stale (no contact 15+ days)

7 quotations expiring in 48 hours