Welcome back
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All time
Pipeline Funnel
Lead progression across every stage
New Leads Trend
Last 8 weeks
Today's Follow-ups
Tasks due today or overdue
Leads by District
Kashmir & Jammu coverage
Your Team
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Recent Activity
Latest updates across your leads
All Leads
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| Name | Phone | District | Bill | System | Status | Priority | Assigned | Date | Actions |
|---|
Lead Pipeline
Kanban view — click a card to open lead details
Add New Lead
Enter details from website form, WhatsApp, or phone call
Customer Information
Manual sizing override
Override auto-calculated system size, panel count, or cost
Team
No members yet
| Name | Role | Phone | Leads | Won | Last active | Status |
|---|
Settings
Company details
Backend / API
Calculator Config
All values here control what the main website calculator shows customers
Live preview
Test current config with any bill
Units—
Exact kW—
Panels (540W)—
Roof area—
New bill—
Monthly saving—
System cost—
Subsidy—
Net to customer—
Preview uses current values. Save & publish to apply to main website.
P&L & Data Management
Per-job profit entry · Overhead expenses · Backup & recovery
P&L Overview
Overhead Expenses
Backup & Recovery
Data Health
Completed Jobs — Enter profit directly below
Click any field to edit inline · Tab between cells
| Lead | Date | kW | Revenue ₹ | Sale Comm. ₹ | Tech Comm. ₹ | Material Cost ₹ | Other Exp. ₹ | Net Profit ₹ | |
|---|---|---|---|---|---|---|---|---|---|
| No completed orders yet | |||||||||
Monthly Revenue vs Net Profit — Last 6 Months
Revenue
Net Profit
No data yet
Product Catalog
Manage components, kits & accessories — add to any bill or quotation
Total Products
0
Kits Available
0
Companies
0
Categories
0
Tasks & Follow-ups
Scheduled callbacks and reminders
Quotations
Proformas generated for leads — pricing always matches the PDF sent
Quotes Sent
0
Accepted
0
Total Value
₹0
Site Surveys
Field visits and inspection status
Scheduled
0
In Progress
0
Completed
0
Cancelled
0
| Lead / Customer | Address | Assigned To | Date | Status | Notes | Actions |
|---|
Commission Tracker
Profit paid to sales executives and technicians per deal
Total Paid Out
₹0
Sales Exec Profits
₹0
Technician Profits
₹0
Notifications
All system alerts and reminders
Invoices
Auto-generated from confirmed & completed leads
Confirmed Orders
0
Completed Jobs
0
Total Revenue
₹0
from completed orders
Est. Profit
₹0
at 22% margin
| Invoice # | Customer | Phone | System | Base Price | GST | Subsidy | Net Payable | Order Status | Date | |
|---|---|---|---|---|---|---|---|---|---|---|
| No confirmed or completed orders yet. Mark a lead as Confirmed or Completed to see it here. | ||||||||||
Channel Partners
Referral partners from the website — approve, set earnings & manage credentials
Total Partners
0
Approved
0
Pending Approval
0
Total Referrals
0
No channel partner applications yet — they appear here once someone fills the partner application form on the website.