Live Pipeline Funnel
My Target β This Month
Alerts
My Active Leads
| Contact / Company | Asset | Value | Stage | Status |
|---|
Recent Activity & Follow-ups
Deals Won β This Month
| Company | Asset | Value | Rep |
|---|
Team Leaderboard
by pipeline valueDeal Flow β Live Status
Active Contracts
| Contract | Client | Asset | Monthly | Status |
|---|
Pipeline
Alerts & Actions
Recent Activity
Pipeline
All opportunities & accounts
Companies
Company master, ownership, financials and sales classification
Company Directory
| Company | Industry | FY | Revenue | Segmentation | Stage | Inside Sales | Sales POC | Rating | Listing | |
|---|---|---|---|---|---|---|---|---|---|---|
| No companies yet | ||||||||||
Accounts
| Company | Asset Interest | Total Leads | Pipeline Value | Won Deals | Open Pipeline | Last Activity | Stage | Reps |
|---|
Asset Management
| Code | Asset Name | Category | Manufacturer | Location | Current Value | Status | Delivery Date | Actions |
|---|
Deals
Company β Branch β Deal hierarchy
Security Deposits
Customer β Branch β Deal wise security deposit collection and refund tracking
Insurance
Asset insurance portfolio, expiry tracking and insurer exposure
Payments
Invoice Ledger
| Invoice # | Client | Asset | Period | Amount (βΉL) | Contract | Status |
|---|
Reports & Analytics
Business performance and analytics
Revenue by Asset Category
Top Accounts by Revenue
| Account | Contracts | Amount (βΉ) | Payments Health |
|---|
Lead Source Analytics
Live from leads dataLeads by Source β Full Breakdown
| Source Channel | Leads | Qualified | Won | Conv. Rate | Pipeline Value | Avg Touches | Avg Days | Top Rep |
|---|
Export Asset Report
Export Meeting Reports
Rental Schedule
Customer-wise rental collections, dues and overdue tracking
Vendor Payments
| Ref | Vendor | Deal / Contract | Type | % | Amount (₹L) | Due Date | UTR | Status |
|---|
Calendar
Google Calendar Β· Google Meet / Microsoft Teams
Calendar
Call Reports
Meeting reports, qualification and follow-up tracking
Meeting Reports
| Date | Meeting | Company | Nature | Opportunity | Stage | Interest | Capex | Follow-up | Status | |
|---|---|---|---|---|---|---|---|---|---|---|
| No meeting reports yet | ||||||||||
Add Company
Add Branch / Plant
Targets & Performance
Achievement vs targets Β· incentives auto-computed
Pipeline Breakdown
Incentive Earned
Rights & User Management
Create users, assign roles, map hierarchy and allocate territories
Select a user
Settings
Organization
My Dashboard
My Leads
| Contact | Company | Requirement | Value | Source | My Role | Status | Stage | Incentive |
|---|
Welcome
Your asset lease account β all transactions in one place
My Contracts
| Contract # | Asset | Qty | Period | Monthly | Status |
|---|
Payment History
| Invoice | Period | Amount | Status |
|---|
My Assets
| ID | Asset | Make | Capacity | Site | Condition | Next Service |
|---|
Documents
Vendor Portal
Your purchase orders, payment schedule and document submissions
My Purchase Orders
| Contract | Client (Deal) | Asset | Value | Status |
|---|
Payment Schedule
| Type | % | Amount | Due Date | UTR | Status |
|---|
Document Submissions
Financier Portal
Your funded deals, rental exposure and repayment schedule
My Funded Deals
| Contract | Company | Asset | Rate | Tenure | Monthly Rental | Status |
|---|
Rental Exposure by Deal
Repayment Schedule
| Month | Deal | Amount (₹L) | Status | UTR |
|---|
Documents
Company documentation Β· checklist Β· uploads
Pending Documentation
Documentation Completed
Financier Exposure
Deal-wise financed amounts Β· customer mapping Β· rental receivables Β· interest exposure
Financier-wise Exposure
| Financier | Deals | Total Financed (₹L) | Monthly Rental | Rate Range | Repayment Status |
|---|
Deal → Customer → Financier Mapping
| Deal / Contract | Customer | Asset | Monthly Rental | Financier | Rate | Rental Status |
|---|
Audit Trail
Complete system activity log Β· all users Β· all actions
Conversion Analytics
Follow-up impact, team vs individual rates, pipeline velocity
Follow-up vs No Follow-up Conversion
Leads with β₯2 touchpoints = followed upTeam Avg vs Individual Conversion Rate
Pipeline Stage Funnel
Conversion by Source Channel
| Source | Total Leads | Followed Up | FU Conv% | No FU Conv% | Overall Conv% | Avg Days to Convert |
|---|
Operations Dashboard
Active Cases
| Case | Company | Asset | Mandate Date | Checklist | Status |
|---|
Pending Actions
Operations Cases
Finance Dashboard
Financier portfolio Β· sanctions Β· funding pipeline
Alerts & Actions
Sanction Pipeline
Customer-wise Sanction Allocation
Financier allocation and internal funding portion
| Customer | Deal Value | Financiers | Sanctioned | Our Portion | Status |
|---|
Financier-wise Sanctions
Sanction exposure and available limits by financier
| Financier | Cases | Sanctioned | Available Limit |
|---|
Financier Queries
Queries raised to Sales and responses received
| Customer | Financier | Query | Sales Response | Status | Date | Action |
|---|
Finance Documents
Access customer and case documents anytime
| Customer | Document | Type | Status | Uploaded | Action |
|---|
Finance Cases
Rate requests Β· sanctions Β· allocation Β· disbursement
Financier Panel
Onboarded financiers Β· limits Β· rates Β· utilisation