Sales & Customer Tracker
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🏠 Home
| Period | 📞 Calls | % Achieved | % Achieved | % Achieved | 🚗 Visits | % Achieved |
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| Month | Quotes ≥₹50K | Pipeline Value | Won Value | Conversion % |
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| # | Client Name | Location | Date Added | Quarter | Actions |
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Add your first new corporate client above
No overdue clients!
Nothing due this week
| # | Company | Contact Person | Mobile 1 | Mobile 2 | Location | Category | Last Call | Call Status | Last WA | WA Status | Last Mail | Mail Status | Last Visit | Visit Status | Actions | Remarks |
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Add your first client or import from Excel
Supports .xlsx and .xls files
| Name | Role | Actions |
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| # | Status ↕ | Offer No. ↕ | Type ↕ | Client Name ↕ | Requirement | Value (₹) ↕ | Closure Month ↕ | Sales Person | Remarks | Actions |
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Add your first offer to get started
| # | Offer No. | Client Name | Requirement | Value (₹) | Closure Month | Sales Person | Remarks |
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| # | Sales Person | Month | Invoice Date ↕ | Invoice # ↕ | Customer Name ↕ | Base (₹) ↕ | GST (₹) | With GST (₹) ↕ | Due Days ↕ | Status | Total Part Paid | Balance Due (₹) ↕ | 📦 Courier | Actions |
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| # | Bill Date ↕ | Bill # ↕ | Vendor Name ↕ | Base (₹) ↕ | GST (₹) | Total (₹) ↕ | Due Days ↕ | Status | Part Paid (₹) | Balance Due (₹) ↕ | Remarks | Actions |
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Sync from Zoho or add manually
No overdue invoices
No pending invoices
| Sales Person | Invoices | Total Value | Collected | Outstanding | Mail Done | Courier Done |
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No overdue bills
No pending bills
| Vendor Name | Bills | Total Value (₹) | Paid (₹) | Outstanding (₹) |
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This will assign all clients to the selected salesperson.