Prospects
242
▲ 24 wk
Opportunities
87
▲ 11.5%
Win Rate
25%
▼ 1.2 pts
Pipeline
₹4.82 Cr
87 open · ₹554k avg
Revenue · MTD
₹1.16 Cr
target ₹1.40 Cr · 82.8%
Sales Graph
Daily Tracker · Collection & Meetings
7D
30D
QTD
Collection · 7D
₹38.4 L
Meetings · 7D
64
Collection
Meetings
Avg daily collection ₹5.49 L
Avg daily meetings 9.1
BI · Meeting Dashboard
This Week's Meetings
64
total
NBD
18
28%
Repeat
22
34%
Unique
9
14%
Existing
15
24%
Adherence 93%
vs last wk ▲ 12
Outstanding
₹84.2 L
19 invoices · 7 over 60d
0–30d ₹35L31–60d ₹18L60+ ₹31L
Support · Open
12
3 P1
SLA breach: 1 · avg 4.2h FRT
P1 · 3
P2 · 5
P3 · 4
Renewals · 30d
23
₹62L
156 active · 96% retention
Auto-renew 18
Manual 5
Price Adherence
87%
▼ 2 pts
avg discount 11.4% · floor 85%
Active Trials
Trial Conversions
14 Active
6 Expiring <7d
| Company | Product (Item) | Duration | Plan / Users | Days Left | Status |
|---|---|---|---|---|---|
|
MT
Maharashtra Textiles
Solapur
|
0019 · Trial 3 Months | 3 mo | P-Std / 0010 101–150 | 42d | ● Engaged |
|
GT
Ganesh Trading Co.
Pune
|
0018 · Trial 1 Month | 1 mo | P-Strt / 0004 6–10 | 3d | ● Expiring |
|
SE
Saraswati Educational Group
Nashik
|
0020 · Trial 6 Months | 6 mo | P-Ent / 0014 501–1000 | 128d | ● Engaged |
|
KH
Krishna Hospitality
Aurangabad
|
0021 · Trial against credits | Credits | P-Std / 0006 21–30 | 12d | ● At Risk |
|
AA
Ashoka Auto Parts
Chakan
|
0019 · Trial 3 Months | 3 mo | P-Std / 0008 51–75 | 71d | ● Engaged |
|
VF
Vidya Foundation
Mumbai
|
0018 · Trial 1 Month | 1 mo | P-Strt / 0002 Multi-User | 5d | ● Expiring |
Trial → Paid this quarter 38%
Avg time-to-convert 22 days
CRM · Activities
Today's Activity Stream
-
Discovery call · Sharma Industries NBD 10:42 ISTR. Mehta logged 32-min call. Next step: send proposal for item 0009 by Friday.
-
Quote sent · Patel Logistics Existing 09:18 ISTQuote QT-2026-0418 · ₹18,75,000 · item 0014 · awaiting PO from buyer.
-
Outstanding flagged · Krishna Hospitality Outstanding 08:55 ISTInvoice INV-2026-0214 (₹2.1L) crossed 60d. Trial on item 0021 at risk.
-
Site visit · Maharashtra Textiles Existing Yest · 17:30A. Kulkarni met CTO. Trial item 0019 tracking well — likely conversion to 0010.
-
New prospect added · Pune IT Services NBD Yest · 15:12Inbound from website demo form · ~120 seats · matched to item 0010. Assigned to P. Naik.
Today: 14 activities · 4 NBD · 7 Existing · 3 Outstanding
View all