48
Total Leads
↑ 6 this week
14
Converted
↑ 29% conv. rate
32
Generators In Stock
↑ 8 models
5
Follow-ups Today
3 overdue
Lead Pipeline — Monthly
Lead Status Breakdown
Top Models Sold
Revenue by KVA Range
Team Call Activity
Today's Follow-ups
5 due| Lead Name | Mobile | Requirement | Status | Scheduled | Quick Actions |
|---|---|---|---|---|---|
Suresh Patel Rajkot · Industrial | +91 98765 43210 | 125 KVA · Factory Use | In Progress | 10:30 AM | |
Nikhil Desai Ahmedabad · Commercial | +91 87654 32109 | 62.5 KVA · Hospital | New | 12:00 PM | |
Farhan Sheikh Surat · Textile Mill | +91 76543 21098 | 250 KVA · Manufacturing | Follow-up | Overdue |
All Leads 48
| # | Customer | Mobile | Requirement | Address | Status | Follow-up | Assigned | Actions |
|---|---|---|---|---|---|---|---|---|
| 001 | Suresh Patel +91 99887 76655 (Alt) | +91 98765 43210 | 125 KVA Factory · Industrial | Plot 42, GIDC, Rajkot | New | 20 Mar 2026 | Ramesh K. | |
| 002 | Nikhil Desai +91 88776 65544 (Alt) | +91 87654 32109 | 62.5 KVA Hospital · Commercial | S.G. Road, Ahmedabad | In Progress | Today | Priya S. | |
| 003 | Manoj Tiwari — | +91 76543 21098 | 15 KVA Residence · Backup | Sector 12, Gandhinagar | Converted | — | Anil M. | |
| 004 | Ramila Ben — | +91 65432 10987 | 25 KVA Shop · Commercial | Ring Road, Surat | Not Interested | — | Ramesh K. | |
| 005 | Farhan Sheikh +91 55443 32211 (Alt) | +91 54321 09876 | 250 KVA Textile Mill · Heavy Load | Industrial Area, Surat | Follow-up | Overdue | Priya S. |
3
Overdue
5
Due Today
8
This Week
All Scheduled Follow-ups
| Lead Name | Mobile | Requirement | Follow-up Date | Priority | Assigned To | Actions |
|---|---|---|---|---|---|---|
Farhan Sheikh Textile Mill · 250 KVA | +91 54321 09876 | 250 KVA · Heavy Load | Overdue – 15 Mar | High | Priya S. | |
Suresh Patel Factory · 125 KVA | +91 98765 43210 | 125 KVA · Industrial | Today – 10:30 AM | Medium | Ramesh K. |
New Quotation
⚡ PowerGen Solutions
Generator Sales & Service · GST: 24XXXXX1234Z1
To: Suresh Patel | Plot 42, GIDC, Rajkot | +91 98765 43210
| # | Description | KVA | Qty | Unit Price | Total |
|---|---|---|---|---|---|
| 1 | Kirloskar 125 KVA Silent DG Set With AMF panel, Canopy, Battery | 125 | 1 | ₹8,50,000 | ₹8,50,000 |
| 2 | Installation & Commissioning | — | 1 | ₹15,000 | ₹15,000 |
| 3 | 2 Year Onsite Warranty | — | 1 | Included | — |
Grand Total (incl. GST 18%): ₹10,17,700
Terms: Payment 50% advance. Delivery: 15–20 working days. Warranty: 2 years parts & labour. Subject to availability. This quotation is computer generated and valid for 30 days from date of issue.
Generator Capacity Calculator
ApplianceQtyWatts ea.Total W
💡 Lights (LED)×=100 W
🌀 Fans×=375 W
❄️ AC (1 Ton)×=2400 W
⚙️ Motors (HP)×=750 W
🖥️ Computers×=900 W
📺 TV / Display×=150 W
🔌 Other Load×=500 W
Total Connected Load
5,275 W
Recommended Capacity
7.4
KVA (with 40% safety buffer)
5,275 W ÷ 0.8 pf = 6,594 VA → ×1.4 buffer
Suggested Generator
Kirloskar 10 KVA Silent
10 KVA canopy model · ideal for small commercial use
32
Total In Stock
47
Units Sold (MTD)
12
Units Pending/Transit
3
Low Stock Alerts
Stock Overview — Model Wise
| Model | Brand | KVA | Type | Total Stock | Sold | Available | Stock Level | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
KG 125 AS Silent Canopy | Kirloskar | 125 | Silent | 10 | 7 | 3 | Low Stock | ||
CG 62.5 OE Open Frame | Cummins | 62.5 | Open | 15 | 8 | 7 | In Stock | ||
GC 250 SA Silent Industrial | Greaves | 250 | Silent | 5 | 5 | 0 | Out of Stock | ||
MP 15 P Portable | Mahindra | 15 | Portable | 20 | 12 | 8 | In Stock |
WhatsApp & Email Log
Quotation sent to Suresh Patel
Kirloskar 125 KVA · QT-2026-0318 · WhatsApp attachment
Lead: Suresh Patel · Sent by: Ramesh Kumar
PI sent to Nikhil Desai
Cummins 62.5 KVA · PI-2026-0031 · Email with PDF
Lead: Nikhil Desai · Sent by: Priya Singh
Generator brochure — Mahindra 15 KVA
Product catalogue PDF · Spec sheet attached
Lead: Ramila Ben · Sent by: Ramesh Kumar
Follow-up reminder — Farhan Sheikh
Greaves 250 KVA — awaiting order confirmation
Lead: Farhan Sheikh · Sent by: Priya Singh
All Activity — Auto Logged
Call — Suresh Patel (+91 98765 43210)
Duration: 4 min 22 sec · Discussed 125 KVA requirement, pricing, site visit date. Customer interested.
Today · 09:10 AM · Ramesh Kumar
WhatsApp — Quotation sent to Suresh Patel
QT-2026-0318 · Kirloskar 125 KVA Silent · Attachment delivered & read
Today · 09:14 AM · Ramesh Kumar
Call — Nikhil Desai (+91 87654 32109)
Duration: 7 min 10 sec · Hospital project 62.5 KVA. Meeting scheduled for site survey 20 March.
Yesterday · 03:40 PM · Priya Singh
Site Visit — Farhan Sheikh, Surat Industrial Area
Visited customer site for 250 KVA load assessment. Measurement done. Finalisation pending.
16 Mar · 11:00 AM · Priya Singh
Email — PI sent to Nikhil Desai
PI-2026-0031 · 62.5 KVA Cummins · Payment terms 50% advance
Yesterday · 04:45 PM · Priya Singh
Add Activity
3
Active Staff
24
Calls Today
18
WA / Email Sent
6
Quotations Sent
RK
Ramesh Kumar
Senior Sales Executive
18
Leads Assigned
12
Calls Today
4
Follow-ups Done
3
Converted
PS
Priya Singh
Sales Executive
16
Leads Assigned
8
Calls Today
3
Follow-ups Done
7
Converted
AM
Anil Mehta
Field Sales
14
Leads Assigned
4
Calls Today
2
Follow-ups Done
4
Converted
Export Data
All Leads
48 records with status, notes, follow-ups
Inventory Report
All models, stock levels, sales
Quotation Log
All quotations sent with status
Follow-up List
Pending, overdue, completed
Activity Log
All calls, WhatsApp, emails logged
Import Data
📂
Drop Excel / CSV file here
or click to browse
Supports .xlsx, .csv
Import Templates
Last Import
Inventory.xlsx · 16 Mar 2026 · 18 records · ✓ All imported