Dashboard
RD
Total Leads
142
↑ 24 this month
Total Projects
47
↑ 4 this month
Total Quotations
68
23 approved · 45 sent
Leads by Source
52
Architect
38
Instagram
25
Past Client
18
Direct
9
Walk-in
Leads by Status
34
New
27
Contacted
22
Qualified
19
Proposal
12
Negotiat.
18
Won
10
Lost
Employee-wise Sales Ratio (Leads vs Won)
EmployeeLeadsWonConversion
Rohan Desai4822
46%
Shreya Kapoor3915
38%
Prachi Kulkarni319
29%
Jai Patel2412
50%
Overdue Follow-ups
⚠
Nexus Co-working (L-26-39)
Follow-up 3 days overdue · ₹80L–1.1Cr
Prachi K. · RED
⏰
Priya Mehta (L-26-44)
Follow-up due today · ₹85L–1.2Cr
Rohan D. · AMBER
⚠
Suresh Iyer (L-26-36)
Follow-up 5 days overdue · ₹1.5Cr
Shreya K. · RED
⏰
Meera Reddy (L-26-33)
Follow-up due tomorrow · ₹62L
Rohan D. · AMBER
Total Pipeline
₹8.4Cr
↑18% vs last month
Won This Month
6
₹2.1Cr confirmed
Overdue Follow-ups
12
3 critical — 7+ days
Lost This Month
4
₹1.4Cr lost
Conversion Rate
34%
↑6% YTD avg
—
All 24
Overdue 12
Won 6
DateLead CodeNamePhoneSourceStatusArchitectNext FollowupSales PersonBudgetAction
Showing 1–6 of 24
Proposals This Month
11
₹14.2Cr total value
Approved
4
₹8.1Cr confirmed
Pending Client
3
2 expiring in 5 days
Below 28% GP
2
COO approval needed
11 proposals
DateQT CodeClientLead RefModelTotal ValueGP%DiscountStatusValidityVersionAction
25/05/2026Q-DCP2618-01Ananya Kapoor (SO-26-01 · Q-DCP2618-01 · DCP-26-18)L-26-41Model 1₹3.2Cr34.2%0%Approved15/06/2026v2
👁 View✏ Edit Quotation📄 PDF🔗 Share Link
22/05/2026Q-DCP2617-01Horizon HotelsL-26-42Model 1₹3.5Cr29.1%2%Sent30/05/2026v3
👁 View✏ Edit Quotation📄 PDF🔗 Share Link
18/05/2026Q-DCP2615-01Vikas OberoiL-26-42Model 2₹2.4Cr26.8%5%Sent28/05/2026v1
👁 View✏ Edit Quotation📄 PDF🔗 Share Link
20/05/2026Q-DCP2614-01Nexus Co-workingL-26-39Model 2₹92L19.4% ⛔8%BLOCKED25/05/2026v1
✏ Revise GP📄 PDF
15/05/2026Q-DCP2611-01Dr. Rekha ShahL-26-37Model 3₹78L31.5%0%Approved20/06/2026v2
👁 View✏ Edit Quotation📄 PDF
Showing 1–5 of 11
Active BOQs
18
Across 47 projects
Total BOQ Value
₹22.4Cr
All active projects
Avg GP%
30.8%
Target: 28%+ ✓
Revision Pending
3
Client approval needed
—
DateBOQ CodeProject CodeClientTotal ItemsSupplier CostLogisticsClient PriceGP%CountryVersionStatusAction
Showing 1–4 of 18
Active Orders
47
Stages 4–13
Order Value MTD
₹6.8Cr
8 orders this month
Delayed Orders
5
7+ days behind
Completed MTD
3
Avg NPS: 8.4/10
Payment Blocked
2
Client payment pending
47 active orders
DateSO CodeClientModelTierStageOrder ValueGP%Payment StatusExpected Del.TeamDelayAction
Showing 1–5 of 47
Total Employees
44
41 workstations + 3 exec
On Leave Today
3
2 planned, 1 sick
Late Arrivals (MTD)
8
2 above threshold
Active Loans
4
₹3.2L outstanding
Permissions for Employee
Module View Add Update Delete Dashboard Export Chat Is Approval
Company Identity
Company Details
Registered Address
Contact Details
GP Protection Gate — Critical Business Rules
% — PO cannot be raised
% — target minimum
% — CEO needed above this
PO Approval Matrix
Up toLakhs (INR)
Up toLakhs (INR)
AboveLakhs
Revenue Targets
₹Crore
₹Crore avg.
% minimum
% at ₹100Cr
Currency Configuration
USD $EUR €CNY ¥IDR Rp
Primary Bank Account (INR Operations)
Forex / SWIFT Bank (for International Payments)
Warehouse & Port Locations
3 locations
Location NameTypeAddressContactStorage RateStatusAction
DC Warehouse — AhmedabadWarehouseGIDC Vatva, Ahmedabad+91 98765 00001₹8 / CBM / dayActive
✏ Edit📦 View Stock
JNPT — MumbaiPortNhava Sheva, MumbaiMehta CHA Services₹12,000 / container / dayActive
✏ Edit
Mundra PortPortMundra, GujaratSingh CHA ServicesStandard demurrageActive
✏ Edit
Alert & Notification Thresholds
days
days
days
Above ₹L + 30 days
days → PM + COO
days → IE Head + PH
days
days
days in prod.
Above ₹K
B-26-19 Horizon Hotels (DCP-26-17) Draft
BOQ Header
Line Items
Blended GP: —
—
Lead Details
Activity Log 8
Project Details
BOQ 2
Quotation 1
Q-DCP2601-01 Priya Mehta (L-26-44) Draft
Proposal Header
Quotation Line Items
GP: —
BOQ Details
Quotation Details
Total Clients
47
Active accounts
Tier 1
12
₹1Cr+ projects
Active Projects
38
Outstanding
₹4.2Cr
—
DateClient IDNamePhoneCityTierProjectsTotal ValueOutstandingStatusAction
Showing 1–5 of 47
Total Suppliers
34
6 countries
Approved
28
On Probation
4
Blacklisted
2
—
DateSupplier IDNameCountryCategoryContactLead TimeQualityReliabilityStatusAction
Showing 1–5 of 34
Add New Client
CLT-2026-0048New
Basic Information
Contact
Address
Tax & Classification
Notes & Documents
📄
NDA
Click to upload
📄
MOU
Click to upload
📄
Signed Proposals
Click to upload
Total Architects
18
Referral partners
Active Partners
11
Referred in last 45 days
Projects Referred
34
This year
Commission Paid
₹1.2Cr
YTD total
—
DateArchitect IDNameFirmCityCommission %Projects ReferredOrder ValueCommission PaidStatusAction
Showing 1–4 of 18
Add New Architect
ARCH-2026-0019New
Architect Details
Details
Add New Supplier
SUP-2026-0035New
Supplier Identity
Categories & Contact
Commercial Terms
Order History (auto-calculated)
Usage Notes
Documents
📄
Factory Invoice Samples
Click to upload
📜
Compliance Certs
Click to upload
📦
Samples
Click to upload
Add New Employee
EMP-2026-0045New
Basic Information
Contact & Identity
Bank & Salary
Leave & Loan (auto-tracked)
Exit Details (if resigned / terminated)
Documents
📄
Offer Letter
📄
Contract
📄
NDA
🪪
ID Proof
Details
Details
Rohan Desai (EMP-2026-0001)
BD HeadActive
Casual Leave
9 / 12
Sick Leave
5 / 6
Earned Leave
4 / 10
Basic Information
Full NameRohan Desai
DesignationBD Head
PodBD / Marketing
Date of Joining12/03/2022
Employment TypeFull Time
Reporting ToAnil Mehta (COO)
StatusActive
Contact & Identity
Mobile+91 98100 11111
WhatsApp+91 98100 11111
Emailrohan@designconnect.in
AadhaarXXXX XXXX 1234
PANABCDE1234F
Salary Structure
Basic₹60,000
HRA₹24,000
Special Allowance₹16,000
Gross₹1,00,000
Total CTC₹13.2L / year
CommissionStandard — per project
Bank & Documents
Bank AccountHDFC ••••4567
📄 Offer letter 📄 Contract 📄 NDA 🪪 ID proof
Project Details
DCP-26-18Stage 5 of 14Active
Project Identity
Team Assignment
Financials
Timeline
Sourcing & Suppliers
Shipping & Customs
Documents
📄
Brief
📄
PO
📜
QC Certs
🚢
Shipping Docs
🧾
Invoice
📄
MOU / NDA
Total Products
186
Across all categories
Active
172
Categories
7
Linked Suppliers
34
—
DateProduct IDNameCategorySub-categorySourceFOB RangeLead TimeStatusAction
Showing 1–5 of 186
Add New Product
DC-FUR-0187New
Product Identity
Specifications
Pricing
Product Images (multiple uploads)
🖼
Upload
🖼
Upload
➕
Add more
Modular Lounge Sofa (DC-FUR-0001)
Furniture · SofasActive
Product Details
Product NameModular Lounge Sofa
CategoryFurniture
Sub-categorySofas
Sourcing CountryItaly
Linked SuppliersMolteni & C
MaterialWalnut frame, fabric
Lead Time12 weeks
Specs & Pricing
Dimensions (L×W×H)2330 × 1063 × 660 mm
Finish OptionsMatte, Natural
Colour OptionsCharcoal, Beige, Teal
Technical SpecsLoad 300kg
FOB Range₹2.8L – ₹3.5L
Last Quoted₹3.1L · 15/04/2026
Product Images
🛋
🛋
🛋
Total Categories
7
Sub-categories
28
Linked Products
186
7 categories · 28 sub-categories
CategorySub-categoriesProductsStatusAction
FurnitureSofas Chairs Tables Beds68Active
✏ Edit+ Sub-category
LightingCeiling Wall Floor Table34Active
✏ Edit+ Sub-category
SurfacesMarble Wood Tiles22Active
✏ Edit+ Sub-category
BathroomBathtubs Fittings Vanities19Active
✏ Edit+ Sub-category
Soft FurnishingsRugs Curtains Cushions25Active
✏ Edit+ Sub-category
AccessoriesDecor Art12Active
✏ Edit+ Sub-category
CustomBespoke6Active
✏ Edit+ Sub-category
Active Projects
47
↑ 4 this month
Total Value
₹52Cr
All active
In Production
18
Stage 8–11
Avg GP%
31.4%
Target 28%+
—
DateProject CodeClientProject NameModelTierTeamStageValueGP%Action
Showing 1–5 of 47
Project Details
Items — Supplier Pricing
Total: —
#ProductPhotoDetailsRemarkQty Original RateDiscountINR RateMargin %Margin AmtTotal Amount
Sales Order
Date-wise attendance for all employees
Present
0
Absent
0
Half Day
0
On Leave
0
Employee Attendance — Today
Emp IDEmployee NameDesignationPodStatusCheck InCheck OutRemarkAction
Employee leave applications & approvals
Pending
0
Approved
0
Rejected
0
Total Requests
0
All Leave Requests
Request IDEmployeeTypeFromToDaysReasonStatusApplied OnAction
Mark Attendance
New Leave Request
Employee Attendance
Complete attendance history
Present
0
WFH
0
Half Day
0
On Leave
0
Absent
0
Total Days
0
Attendance History (Latest First)
DateStatusCheck InCheck OutRemarkAction
Quality Control inspections — Gate 1 through Gate 4
Total Inspections
0
Pass
0
Conditional
0
Fail
0
Pending
0
QC Inspection Records
QC IDDateProjectSales OrderProductGateResultInspectorAction
Record a new QC inspection
Step 1 — Select Project, Sales Order & Product
Step 2 — Product Snapshot
Auto-filled from selected sales order line item
Select a Project, Sales Order, and Product above to see specifications here.
Step 3 — Select QC Gate
Click a completed gate to view its photos
Step 4 — QC Result & Photos
QC Inspection
Convert to Sales Order
Confirm the order details below to generate a unique Sales Order number.
—
—
—
—
Add Category / Sub-category
Add New Lead
Client Information
Project Details
Activity Log
Log Activity
Convert Lead → Project
Project code auto-generated: DCP-26-XX
Mark Lead as Lost
New Proposal / Quotation
Proposal Setup
Line Items (Supplier info hidden on client PDF)
#Product DescriptionCategoryQtySupplier Cost (INR)Client Price (INR)GP%
1—
2—
TOTAL₹0₹0—
—GP%
Enter line items to calculate GP
Target: 28%+ | Warning: 22–27% (COO approval) | Block: below 22%
Max 7% (above 7% = CEO approval)
New Sales Order
New Purchase Order
PO Details
Payment Terms & Approval
#Item (from BOQ)QtyUnit Price (Supplier CCY)Unit Price (INR)Total (INR)
1₹8,20,560₹8,20,560
2₹30,307/ea₹1,21,228
Mark Attendance
Record Client Payment
Update Order Stage
QC Gate Entry
New Dispatch Plan
New Shipment Record
Add / Update Container
Record Sales Receipt
Release Purchase Payment
Add Expense Claim
Update Exchange Rates
Changes are logged with timestamp and user. All future transactions use updated rate. Existing transactions retain stamped rate.
Stock Entry / Issue
Create KRA Template
KRA Template Details
Employee Selection Select employees this KRA applies to (multiple)
Hold Ctrl (Windows) or ⌘ Cmd (Mac) to select multiple. All employees under the selected designation will appear here.
Double-click to move →
Double-click to remove ←
KRA Field Definitions Define each performance field, its max points, and who audits it. Total should = 100. Total: 0 / 100
# Field Name (Performance metric to measure) Max Points Audit Employee (who scores this field)
1
2
3
4
Total points must equal 100 before saving 100 / 100 ✓
KRA Points Quick Entry
KRA Fields — Project Delivery KRA
#Field NameMax PtsAchieved Pts
1Client Update Compliance20
2Stage Progression On-Time20
3QC Gates Completed Without Delay20
4Client NPS Score15
5Team Coordination & Escalation15
6Documentation Accuracy10
Total1000
KRA Score Breakdown — Shreya Kapoor
88%Overall
88 / 100 Points
A+ Grade
Trend vs last month: ↑ +4% (was 84% in April)
#Field NameAudit ByMax PtsAchievedScore %Grade
1Client Update Compliance (Friday 5PM)COO201890%A+
2Stage Progression On-TimeCOO201785%A
3QC Gates Completed Without DelayIE Head201575%B
4Client NPS Score (avg)COO151493%A+
5Team Coordination & EscalationCOO151493%A+
6Documentation AccuracyCOO1010100%A+
TOTAL1008888%A+
Shreya has consistently maintained client communication. QC Gate delays in May were due to supplier delay — not within her control. Documentation improved significantly from March. Recommend for A+ grade.
COO Weekly Inputs — CEO Dashboard
Only these three fields are manual. All revenue, GP, payment, and project data is auto-calculated from ERP.
Project Gantt View — All Active Projects
Showing 4 of 47 active projects. Red bars = delayed 5+ days. Amber = 1–5 days behind plan.
Project
Apr
May W1
May W2
▲ Today
May W3
May W4
Jun W1
Jun W2
Jun W3
Jul
Aug+
DCP-26-18 Ananya K.
Stage 12 — Delivery ✓
DCP-26-17 Horizon H.
Stage 9 QC · ETA Jun 15
DCP-26-14 Blue Moon ⚠
Stage 8 BLOCKED — payment overdue +12d
DCP-26-15 Vikas O.
Stage 7 PO Raised · +7d delay