40 Payment (vs target) Β· 15 Deals won Β· 15 Follow-up work Β· 15 Leads Β· 10 Conversion Β· 5 Process
Action Required Today
Pending / Action Required Status
Counts follow the Dashboard date and Sales Person filters.
Individual Employee KPI & Sales Scorecard
Lead creation and conversion performance for the selected period
Stage Summary
Recent Customers
Pipeline Stage & Aging
Lead Source Performance
Collections by Employee
Loan Disbursement
Operational Bottlenecks
Sales Pipeline
Customers
Site Visits
Plan, group and complete field visits
KSEB Feasibility
Grouped by KSEB Section β active items above, completed items below
Connected Load Enhancement
Grouped by KSEB Section β active items above, completed items below
Follow-ups
Loan Tracker
Inventory
Track materials received, issued to customer sites and current stock
Maintenance
Customer service and maintenance tracking β water service, leakage and other site requirements
Customer
Maintenance required
Added
Scheduled
Status
Technician
Remarks
Actions
AI Insights
Data-driven productivity, operational risk and forecast indicators based on CRM history
Predictions are operational estimates from the data currently stored in this CRM. They are not external AI judgments and become more useful as activity history grows.
Executive KPIs
Daily Team Activity
Completed operational work by team member for the selected period
Daily Management Brief
Automatic management summary based on current CRM activity
Stuck Leads & Closure Help
Leads requiring sales intervention
Operations Workload
Open assignments and completion turnaround by operations staff
Payment Risk
Active customers where collection may need attention
Sales CRM