₹4.82 Cr
Open pipeline value · 23 active deals
▲ 18% vs last quarter
14
Quotations sent this month · 5 in revision
▲ 3 more than June
32%
Win rate · last 90 days
— steady
7
Overdue follow-ups across the team
▲ 2 added since yesterday
Pipeline by stage value in ₹ lakh
Leads by source · this quarter
Expos & conferences
Website inquiry
Referral
Direct / repeat
Today's follow-ups & reminders 3 overdue
2d
Bharat ThermoTech — quotation Rev-2 decisionRajiv promised confirmation by Friday · WhatsApp reminder sent
Overdue
1d
Meridian Labs — advance payment follow-upPI shared 12 Jun · 40% advance pending
Overdue
4p
Nexus Pharma — techno-commercial callDiscuss FOB vs Ex-Works terms before agreement draft
Today
Fri
Orion Foods — call back on walk-in chamber specNote: "connect with customer next Friday" · auto-reminder set
Scheduled
Mon
Shakti Polymers — send revised technical specificationVoltage variant changed to 415 V / 3-phase
Scheduled
Payments due · next 30 days ₹96.4 L expected
| Order | Milestone | Amount | Due |
|---|---|---|---|
| Vertex CoatingsUV-450 · ORD-1042 | FAT +30d | ₹28.0 L | 12 Jul |
| Nexus PharmaST-800 · ORD-1039 | Advance 40% | ₹22.4 L | 15 Jul |
| Orion FoodsWK-1200 · ORD-1035 | Final (SAT) | ₹18.6 L | 21 Jul |
| Shakti PolymersMC-2000 · ORD-1031 | Milestone 2 | ₹27.4 L | 29 Jul |
Revenue vs target · monthly ₹ lakh
Active quotations & revisions
| Quotation | Customer | Rev | Value | Status |
|---|---|---|---|---|
| QTN-2107 | Bharat ThermoTech | R2 | ₹64.0 L | Negotiation |
| QTN-2104 | Nexus Pharma | R1 | ₹56.0 L | Sent |
| QTN-2101 | Meridian Labs | R0 | ₹38.5 L | Sent |
| QTN-2098 | Orion Foods | R3 | ₹46.5 L | Accepted |
| QTN-2095 | Kaveri Electricals | R1 | ₹21.0 L | On hold |
FAT & delivery schedule auto WhatsApp reminders on
| Order | Machine | FAT date | Mode | Delivery window | Days left | Documents |
|---|---|---|---|---|---|---|
| Vertex CoatingsORD-1042 | UV Curing Chamber UV-450 | 18 Jul 2026 | Online | by 05 Sep | FAT report pending | |
| Shakti PolymersORD-1031 | Modular Chamber MC-2000 | 02 Aug 2026 | Offline · China | by 28 Sep | Calibration ✓ | |
| Orion FoodsORD-1035 | Walk-in Chamber WK-1200 | Done · 09 Jun | Online | shipped 24 Jun | All uploaded |
11
Open tickets · 3 breaching SLA in 24h
▲ 2 new today
4
Live installations across 4 sites
1 delayed — site not ready
2.4 days
Avg. ticket resolution time
▼ from 6.1 days (pre-system)
5
AMC renewals due in 60 days
₹9.2 L renewal value
Open service tickets SLA timers live
| Ticket | Customer / machine | Issue | Resolution step | Engineer | SLA |
|---|---|---|---|---|---|
| TKT-0341 | Vertex CoatingsUV-450 · Pune | UV lamp intensity drop | 3 · On-site visit | A. Deshmukh | 6h left |
| TKT-0340 | Nexus PharmaST-800 · Baddi | Humidity sensor drift | 2 · Video diagnosis | S. Iyer | 1.2d left |
| TKT-0338 | Orion FoodsWK-1200 · Nashik | Door gasket replacement | 1 · Email guidance | — | On track |
| TKT-0336 | Kaveri ElectricalsMC-1600 · Hosur | Controller firmware error | 2 · Video diagnosis | R. Naik | On track |
| TKT-0332 | Shakti PolymersMC-2000 · Vapi | Spare — heater coil (OEM China) | Awaiting spares | Procurement | ETA 14 Jul |
Tickets by resolution step
1 · Email / remote
2 · Video call
3 · On-site
Spares wait
Engineer allocation — who is where this week
ADAmit DeshmukhSenior Engineer
Vertex Coatings, Pune
UV-450 · Ticket TKT-0341 (on-site)
Mon–Wed · then available
UV-450 · Ticket TKT-0341 (on-site)
Mon–Wed · then available
SISneha IyerService Engineer
Orion Foods, Nashik
WK-1200 installation · 72% done
All week · SAT target 18 Jul
WK-1200 installation · 72% done
All week · SAT target 18 Jul
RNRohit NaikService Engineer
Meridian Labs, Hyderabad
ST-800 unboxing + inspection
Tue–Thu · packing list ✓
ST-800 unboxing + inspection
Tue–Thu · packing list ✓
VKVikram KulkarniTrainee Engineer
Bench / support
Assisting video diagnoses
Available for allocation
Assisting video diagnoses
Available for allocation
Installation progress 1 delayed
WK
Orion Foods — Walk-in Chamber WK-1200Daily photos ✓ · SAT scheduled 18 Jul
ST
Meridian Labs — Stability Chamber ST-800Inspection stage · damage report: none
MC
Kaveri Electricals — MC-1600 (line 2)Delay logged: customer site not ready · +6 days
UV
Vertex Coatings — UV-450 (unit 2)Training done · SAT signed · final payment triggered
FUM, spares & AMC queue
F
FUM sheet Rev-1 — Meridian LabsAwaiting customer acknowledgement · 3 days
Pending
S
Heater coil ×2 — OEM ChinaFor TKT-0332 · shipped, customs clearance
In transit
A
AMC renewal — Kaveri ElectricalsExpires 30 Aug · quote auto-drafted
60 days
A
AMC renewal — Vertex CoatingsExpires 12 Sep · reminder scheduled
Queued
T
Training sheet — Vertex unit 26 participants · e-signatures captured
Done
₹3.14 Cr
Revenue booked YTD · target ₹7.5 Cr
▲ 42% of annual target by Q2
₹1.36 Cr
Outstanding receivables · 9 orders
₹46.4 L overdue > 15 days
92%
Service SLA compliance · this month
▲ from 61% pre-system
78%
Engineer utilisation · 4 field engineers
1 engineer free for allocation
Every order, on one line — Lead to AMC live order positions
23
Leads
+5 this wk
8
Quotation
MeridianBharat R2
3
Agreement
Nexus
2
PO / PI
Nexus adv.
4
Payment
2 overdue
2
FAT
Vertex 18 JulShakti 02 Aug
1
Shipment
Orion ✓
3
Installation
Kaveri +6d
1
Training
Vertex ✓
2
SAT
Orion 18 Jul
17
AMC / Service
5 renewals
Revenue & collections trend ₹ lakh · monthly
Service health
Tickets resolved within SLA
Installations on schedule
AMC customers retained YTD
Feedback gate on final payments4 of 4 recent SATs — feedback collected before closure
100%
Needs your attention 6 alerts
Payment overdue 18 days — Bharat ThermoTech
2h₹19.2 L milestone · last reminder ignored · escalate?
Ticket TKT-0341 breaching SLA in 6 hours
4hVertex Coatings · on-site visit in progress
Installation delayed +6 days — Kaveri Electricals
1dReason logged: customer site not ready · timeline reshared
FAT in 11 days — Vertex Coatings (online)
1dFAT report template ready · OEM confirmed slot
5 AMC renewals worth ₹9.2 L due in 60 days
2dRenewal quotations auto-drafted for approval
Quotation QTN-2107 idle for 5 days at Rev-2
3dBharat ThermoTech · owner: Yash · follow-up nudged
Team performance · this quarter
| Member | Role | Leads owned | Quotes sent | Won value | Pending tasks |
|---|---|---|---|---|---|
| Yash A. | Sales | 9 | 6 | ₹1.10 Cr | |
| Priya M. | Sales | 8 | 5 | ₹86.0 L | |
| Arjun T. | Inside Sales | 6 | 3 | ₹52.5 L | |
| Service team | 4 engineers | — | — | ₹9.2 L AMC |