Captures prospective solar leads & triggers smart workload load-balanced auto-assignment.
Solar Executive Dashboard
Real-time business workflow from Lead Intake to DISCOM Registration, Bank Disbursal & Project Commissioning.
Sales Executive Quick Actions Toolbar
Tailored operations for Amit Sharma (Sales Executive)
Visual Analytics: Sales Executive Perspective
Tailored charts for Amit SharmaMonthly Lead Intake & Conversion
Revenue & Cash Collections (₹ Lakhs)
Lead Source Contribution
Recent Customer Pipeline
Latest accounts & active solar project statuses
| Customer | Location / DISCOM | Capacity | Assigned Executive | Status |
|---|---|---|---|---|
D Demo +91123123 | Mumbai MSEDCL | 4 kW | Unassigned | Registration Pending |
D Demo +91123123 | Mumbai MSEDCL | 4 kW | Unassigned | Registration Pending |
V Vaibhav Sutar +91 9819079774 | Mumbai MSEDCL | 2 kW | Unassigned | Registration Pending |
T Testing Shukla +123123123 | Pune BESCOM | 2 kW | Amit Sharma | Survey Completed |
Y Yash Singh +91 91234123 | Rajasthan MSEDCL | 1 kW | Unassigned | Registration Pending |
Recent Business Activity Feed
Live operations & automated event logs
Project "Demo - 4kW Solar Rooftop" moved to Material Ready stage.
Project "Demo - 4kW Solar Rooftop" moved to Loan stage.
Project "Demo - 4kW Solar Rooftop" moved to Registration stage.
Project "Demo - 4kW Solar Rooftop" moved to Survey stage.
Field Engineer Rajesh Kumar submitted technical survey & details for Demo (4kW). Auto-assigned to Registration Executive Priya Deshmukh (Lowest Registration Workload: 8 apps).
Field Engineer Rajesh Kumar submitted technical survey & details for Demo (4kW). Auto-assigned to Registration Executive Priya Deshmukh (Lowest Registration Workload: 7 apps).