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Total Customers
In your portfolio
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Today's Activities
Logged today
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Open Quotes
In pipeline
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Follow-ups Due
Today & overdue
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Revenue Won
All time closed deals
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Won Deals
All time
Activity Trend
Last 7 days
Quote Pipeline
By status
Recent Activities
Top Sales Reps
Customers
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| Customer | Phone | Status | Assigned To | Added | Actions | |
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Daily Activities
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Positive Outcomes
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Negative Outcomes
| Date | Type | Customer | Outcome | Duration | Notes | Rep | Actions |
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Quotations
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Revenue Won
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Pipeline Value
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Win Rate
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| Date | Customer | Status | Value | Expires | Rep | Actions |
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Follow-ups
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0
Pending
0
Overdue
0
Completed
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Site Visits
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| Date | Customer/Site | Owner & Architect | Details | Purpose & Scope | Rep | Actions |
|---|---|---|---|---|---|---|
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Meetings & Schedule
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Month YYYY
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming
Next 7 Days
History
Completed / Cancelled
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Reports & Analytics
Team performance and revenue insights
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Total Activities
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Revenue Won
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Win Rate
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Pipeline Value
Activities by Type
Win / Loss Ratio
Monthly Revenue (Won Deals)
Sales Rep Performance
| Rep | Activities | Calls | Meetings | Revenue Won | Win Rate | W/L |
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Settings
User management and system configuration
Team Members
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Lighting Calculator
Estimate required lumens and fixtures based on area or watts
Digital Library
Access and share product catalogues, price lists, and technical sheets
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Field Tracking & GPS
Monitor real-time sales force movement and customer check-ins
Off Duty
Recent Field Activity
Chronological history of GPS check-ins
| Time & Status | Executive | Location / Customer | Verification |
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Quick Check-in
Check-in at a customer site to log your arrival location.
Product Catalog
Manage LED SKU details, CCT variations, and price lists.