📊 Dashboard
🔴 Dormant Deal Alerts
No update ≥14 days
⚡ Pipeline Velocity
—
Average days from first contact to Closed Won
🎯 My Target Achievement
👥 Sales Rep Performance
Open Pipeline
🎯 Target Achievement
vs. Annual Target
📊 Monthly Target vs. Actual Performance
Target
Actual Won
🕒 Recent Activity
🏗️ Sales Pipeline
Drag cards to advance stage
📋 Enquiry Ledger
| Enquiry ID | Customer | Component / Requirement | Stage | Value | Weighted | Rep | Follow-up | Actions |
|---|
🏢 Customer CRM
| Customer ID | Customer Name | Industry | Tier | Sales Rep | Open Enqs | Open Pipeline | Actions |
|---|
📈 Business Forecasting
📊 Stage-by-Stage Breakdown
Weighted by Probability
🧮 Revenue Formula
Stage Probability Weights
🌱 Leads10%
💬 Technical Discussion30%
🔬 Tool Trial50%
📄 Commercial Quotation80%
✅ Closed Won100%
🗄️ Raw Database Tables
Live Sync · localStorage
This view mirrors your Google Sheets backend. All three relational tables are displayed below.
Changes made via forms are instantly reflected here.
🔗 Relational Schema
User_Master
🔑 email (PK)
name
role
region
manager (→ email)
target
name
role
region
manager (→ email)
target
→
Customer_Master
🔑 id (PK)
name
industry
tier
rep (→ User.email)
city
name
industry
tier
rep (→ User.email)
city
→
Enquiry_Ledger
🔑 id (PK)
custId (→ Customer.id)
received
component
stage
value
followup
rep (→ User.email)
lastUpdate
note
custId (→ Customer.id)
received
component
stage
value
followup
rep (→ User.email)
lastUpdate
note
🗂️ Product Catalogs
🖼️ Product Images & Videos
📦 Items Master Data
| Item Code | Description | Vendor | Product Group | Price | Currency | Material ID | Updated | Updated By | Status | Actions |
|---|
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📝 Commercial Quotations
| Quotation No | Customer Name | Date | Reference | Total Value | Sales Rep | Actions |
|---|
✏️ New Quotation
🤖 Quick Quote Agent (Natural Language Drafting)
📋 Quotation Information
📦 Line Items
| S.No | Ordering Code | Description | MOQ | Unit Rate (₹) | Disc (%) | Value |
|---|
💰 Summary & Taxes
Subtotal:
₹0.00
GST (18%):
₹0.00
Total Amount:
₹0.00
📄 Terms Preview:
• Payment: —
• Delivery: —
• Taxes: —
🧠
AI Copilot Diagnostics
🧠 AI RFQ Parser (Text & Documents)
Paste email lists or upload RFQ documents (PDF, Excel, Images) to extract lines automatically.
No file selected
🛡️ Admin Panel
Management Only
🤖 Follow-up Queue
📈 Sales Insights
🤖 Ask Sales Intelligence Agent
Suggested Questions:
💬 Conversation History
📈
Ask a question above to get started.
⚡ AI Costing Engine
📤 Upload CAD Geometry
📄
Drag & Drop CAD file (.step, .stp, .iges) or browse
Max file size: 5MB. Assemblies are simplified automatically.