Dashboards

Company

User Management

Product/Inventory Management

Pricing &Payment Options

Templates

CRM

For in detail view please click on link)

Call Hub

Calling option / SMS option/ call history option)

Messenger

(We want messging app intergartes here - when sales rep login to this app they can chat or send msg from here only to communicate with team,

Email Box

(Backup of al email under super admin)

Home

Lead Name

Status

Step

Lead Source

Probability

k/w

Selling Price

Price Approval Amount

Actual Price

STC Amount Recieved

Total Profit

Creation Date

Last Update Date

Closed Date

Balance Recieved

Rebate applied

Set Quoted
100%

Solar Choice

100%

8.6kw

$10,678

$10,478

$10,278

$2578

R2 INSTALL

Connected Need Nurturing
100%

Solar Choice

100%

8.6kw

$10,678

$10,478

$10,278

$2578

Post Install

Formalities Closing in 24 hrs
100%

Solar Choice

100%

8.6kw

$10,678

$10,478

$10,278

$2578

Post Install

Cancelled
100%

Solar Choice

100%

8.6kw

$10,678

$10,478

$10,278

$2578

Note – Above is director all lead view. As shown in the above screenshot, we want all leads to be displayed in a listing format. We have mentioned different prices in the columns. We want all these values to be displayed on the main window. This way, if the director wants to check the margin of a particular project, he can do so directly from the listing instead of having to open each lead individually.

Formulla  –

“Formula for Total Profit: If the price approval request is not accepted by the director, then the total profit should be calculated as the selling price minus the actual price. If the price approval request is accepted by the director, the approved value should be activated as final project value  in the calculation. In this case, the total profit should be determined as the price approval amount minus the actual price.”

 

 

 

Filter In detail View

Filter using following option also, we  want filter using installation status.

Filter total view

By Last Activity

Filter by step

By Status

By user

Filter By Installation Status