Total Clients
128
All owners
Tuesday, 29 September 2026
MD performance
Company-consolidated KPIs · hidden from marketing users
Quotation Value
₹2.76 Cr
Submitted + draft
Confirmed Orders
0
Approved and in fulfilment
Pipeline Order Value
₹4.86 Cr
Expected
Weighted Pipeline
₹1.51 Cr
Value × probability
Pending Follow-ups
0
0 overdue
Advance Received
₹38.4 L
Against orders
Balance Outstanding
₹73.6 L
Order − advance
Revisions
0
v2 or later until acceptance
Pending Approvals
0
Client accepted, waiting for you
Quality Issues
0
Post-dispatch, awaiting review
Calls Today
0
All marketing · live
Pipeline Weighted Value
₹1.51 Cr
Same formula, live
Order workflow
Every quotation from draft to delivery · choose a stage
Modules
Enterprise navigation
Pending MD approvals
Duplicates · weights · product data| Type | Requester | Item | Status |
|---|---|---|---|
| Duplicate client | Asha Patel | Harbor Logistics / Harbor Logistix | Pending |
| Weight freeze | James Cole | Gabion 2×1×1 PVC | Pending |
| Product TDS | Priya Shah | NON-IS mesh 10×12 | Review |
My work
Assigned clients and tasks only. Company KPIs, monitoring, approvals, and permissions are hidden.
Assigned clients
4
Ownership filter on
My quotations
₹96 L
Your records
Follow-ups
3
1 overdue
Calls today
0
Your log · live
My assigned clients
Asha Patel| Company | Next action | Status |
|---|---|---|
| Harbor Logistics | Call — gabion qty | Active |
| Kaveri Infra | Revise quotation v2 | Quotation |
| Deccan Highways | Site visit follow-up | Follow-up due |
| Eastern Ports Trust | Await client approval | Submitted |
My tasks
- Harbor Logistics — confirm mesh sizeOverdue
- Kaveri Infra — send revised PDFDue today
- Deccan Highways — log outgoing callDue 30 Sep
Calls
Incoming and outgoing calls logged by the whole marketing team
Your calls only · other marketing users' calls are hidden
Call log
Latest first| Date / Time | Marketing Person | Client | Result | Requirement | Discussion | Next Action | Status |
|---|
Team Activity
Workday and activity summary per marketing user · placeholder data
Today's activity
Minimum presence: 6 hours per day| Employee | Calls | Quotations | Follow-ups closed | Workday | Status |
|---|---|---|---|---|---|
| Asha PatelMarketing | 0 | 2 | 3 | 6.4 h | Meets 6 h |
| James ColeMarketing | 0 | 1 | 2 | 5.2 h | Below 6 h |
| Priya ShahMarketing | 0 | 3 | 1 | 6.8 h | Meets 6 h |
Approvals
Duplicate clients, weight freezes and product data waiting for MD review
| Type | Requester | Item | Status |
|---|---|---|---|
| Duplicate client | Asha Patel | Harbor Logistics / Harbor Logistix | Pending |
| Weight freeze | James Cole | Gabion 2×1×1 PVC | Pending |
| Product TDS | Priya Shah | NON-IS mesh 10×12 | Review |
Factory and bank master
These values print on the Proforma Invoice. Leave a field blank if it is not known — the app will not invent GSTIN, address, account or IFSC. A PI cannot be issued until the selected factory and bank are complete. Master data is saved in this browser on this site only; it is not shared across devices.
Clients
Client and master-client records, allocation and duplicate control
Only clients allocated to you
Clients module
Layout placeholder. The client table will be built here next.
Quotations
Drafts, submitted versions, revisions and approvals for all users
Your quotations only
Saved quotations
| Quotation No. | Date | Client | Marketing Person | Total (incl. GST) | Status | Action |
|---|
Confirmed Orders
Every approved order across the team: PI, advance, production and dispatch
Orders the MD approved for you. Generate the PI, log the advance, then dispatch.
| Quotation No. | Client | Total (incl. GST) | Allocation | Status | PI & Payment | Action |
|---|
Pipeline
Every quotation by stage across the team
Your quotations by stage, from draft to delivery
Follow-ups
Quotations in Follow-up across the team, by next follow-up date
Your quotations in Follow-up, by next follow-up date
| Next follow-up | Quotation No. | Client | Marketing Person | Total (incl. GST) | Action |
|---|
Gabion Weight
Technical data, weight approvals and MD freeze
Gabion Weight module
Layout placeholder. The technical data sheet will be built here next.
User Permissions
Roles, access blocks and audit history · MD only
User Permissions module
Layout placeholder. The access matrix will be built here next.