3 first-touch breaches
Oldest is 12 min overdue · manager action required
Wednesday, 19 August
Live sales operations
What needs intervention now—not a retrospective dashboard.
Assignment expires soon
Vikram must be accepted in 08:00
Event stream healthy
6 reps online · last event now
Unassigned now
02 oldest 01:42SLA at risk now
09 3 breachedVisits in progress
04 1 running lateProposals awaiting reply
11 ₹18.4L · 2 staleIntervention queue
Live ordering by breach risk, value, and rep status
Unified lead identity
Lead workspace
One lead per workspace and normalized phone number.
| Lead | Stage | Source | Owner | Next action | Updated | |
|---|---|---|---|---|---|---|
| +91 98765 43210 · Hyderabad | New | Referral | PS Priya | Call now3 min overdue | 12 min ago | |
| +91 98480 11672 · Secunderabad | New | Quotation | RT Ravi | First callDue in 8 min | 18 min ago | |
| +91 99630 88442 · Gachibowli | Qualified | Outbound call | RT Ravi | Site visitToday, 2:30 PM | 36 min ago | |
| +91 97012 44018 · Kukatpally | Contacted | Contact form | SM Sneha | Proposal callToday, 4:00 PM | 1 hour ago | |
| +91 93982 77201 · Kondapur | Quote prepared | Referral | PS Priya | Share revisionTomorrow, 10:00 AM | 2 hours ago | |
| +91 99890 11435 · Tolichowki | Contacted | Outbound call | AK Ajay | WhatsApp brochureToday, 5:15 PM | 3 hours ago | |
| +91 98490 12678 · Miyapur | Qualified | Quotation | SM Sneha | Roof assessmentFriday, 11:00 AM | Yesterday |
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Live opportunity flow
Pipeline board
₹46.8 lakh open value across 64 active opportunities.
Lead-linked commercial proposal
Quotation generation
Build a GST-ready solar quotation, revise it, preview the HTML, and share the approved version.
Draft · v1
Lead and site
Commercial identity and surveyed system requirements
Quotation identity and tax
Sequential reference, validity, and place of supply
Bill of quantities
Select catalogue items; mapped rates remain editable for an authorized quotation
| Item and specification | HSN/SAC | Qty | Unit | Rate (₹) | GST | Amount |
|---|
Subsidy is displayed separately as an eligibility-based customer benefit; it does not reduce taxable value.
Scope, payment, and warranty
Terms included in the customer-facing quotation
Quotation activity
Immutable business events for this lead and quotation version
QUOTATION_DRAFT_CREATED · v1Created from Meera Iyer’s completed site survey.
CATALOGUE_PRICES_APPLIEDEleven selected items mapped to the active Telangana residential price book.
Team performance
Activity and workload
Daily progress across Hyderabad Central representatives.
PS
Priya Sharma
Online · Calling Ananya
14Actions
8Connected
3Qualified
RT
Ravi Teja
At site · Meera · 18 min
11Actions
6Connected
2Qualified
SM
Sneha Mehta
Available · Capacity 4 leads
09Actions
7Connected
2Qualified
AK
Ajay Kumar
Offline · Last seen 24 min ago
08Actions
4Connected
1Qualified
Rules and handoffs
Automation
Reliable, auditable rules that keep every lead moving.
Active workflows
4 runningWorkspace control
Hyderabad Central
Configure identity, assignment, SLAs, and source integrations.
Lead identity
Phone numbers are normalized to E.164 before lookup.