📊 Dashboard
🔴 Dormant Deal Alerts
No update ≥14 days
⚡ Pipeline Velocity
—
Average days from first contact to Closed Won
🎯 My Target Achievement
👥 Sales Rep Performance
Open Pipeline
🎯 Target Achievement
vs. Annual Target
📊 Monthly Target vs. Actual Performance
Target
Actual Won
🕒 Recent Activity
🏗️ Sales Pipeline
Drag cards to advance stage
📋 Enquiry Ledger
| Enquiry ID | Customer | Component / Requirement | Stage | Value | Weighted | Rep | Follow-up | Actions |
|---|
🏢 Customer CRM
| Customer ID | Customer Name | Industry | Tier | Sales Rep | Open Enqs | Open Pipeline | Actions |
|---|
📝 Quotation Manager
| Quotation No | Customer | Date | Internal Ref | Total (INR) | Rep | Actions |
|---|
New Quotation
📋 Quotation Parameters
📦 Line Items
| TL | Ordering Code | Description | Qty | Rate (₹) | Discount (%) | Value (₹) |
|---|
Payment Terms: —
Delivery Period: —
GST Treatment: —
Subtotal:
₹0.00
GST (18%):
₹0.00
Grand Total:
₹0.00
📈 Business Forecasting
📊 Stage-by-Stage Breakdown
Weighted by Probability
🧮 Revenue Formula
Stage Probability Weights
🌱 Leads10%
💬 Technical Discussion30%
🔬 Tool Trial50%
📄 Commercial Quotation80%
✅ Closed Won100%
🗄️ Raw Database Tables
Live Sync · localStorage
This view mirrors your Google Sheets backend. All three relational tables are displayed below.
Changes made via forms are instantly reflected here.
🔗 Relational Schema
User_Master
🔑 email (PK)
name
role
region
manager (→ email)
target
name
role
region
manager (→ email)
target
→
Customer_Master
🔑 id (PK)
name
industry
tier
rep (→ User.email)
city
name
industry
tier
rep (→ User.email)
city
→
Enquiry_Ledger
🔑 id (PK)
custId (→ Customer.id)
received
component
stage
value
followup
rep (→ User.email)
lastUpdate
note
custId (→ Customer.id)
received
component
stage
value
followup
rep (→ User.email)
lastUpdate
note
🗂️ Product Catalogs
🖼️ Product Images & Videos
🛡️ Admin Panel
Management Only