Dashboard tour /a/dashboard
Your daily command centre. Four KPIs at the top, your sales pipeline on the left, and the things that need chasing — overdue follow-ups, stuck subsidies, loans awaiting sanction and low stock — on the right.
The four KPIs
My Leads
Leads currently assigned to you that haven't been Won, Lost or marked Junk.
Active Projects
Installations that are Not Started or In Progress — Commissioned and Cancelled are excluded.
Collections
Total payments recorded this month across every project, shown in Indian numbering (e.g. ₹1,66,330).
Open Tickets
After-sales tickets in Open or In Progress status.
Sales Pipeline
Each progress bar is the count of leads in that stage. Click the Leads button at the top right of the dashboard to jump straight into the kanban.
Overdue Follow-ups
Lists every lead whose follow-up date is in the past and whose status isn't Won, Lost or Junk. Each row shows the full due date (e.g. Due: 01 Jul 2026). Click View to open that lead's detail page.
Right-hand cards
| Card | What it shows | Click through to |
|---|---|---|
| Stuck Subsidies | Subsidy applications that have sat in the same portal status longer than the threshold in Settings → Company Profile → Subsidy Follow-up Threshold (default 45 days). Empty state reads "No stuck applications." | Subsidy Tracker |
| Loans Awaiting Sanction New | Count of customer loan applications the bank hasn't sanctioned yet (for example status Applied or Documents Pending). | Loans via View Loans → |
| Low Stock Items New | Count of stock-tracked catalog items whose on-hand quantity is at or below their reorder level. | Inventory via View Inventory → |
Recent Leads Activity
The latest leads with customer name, current status and the date they were added. Useful for a quick "what came in" scan at the start of the day.
Role-specific views
The same dashboard reshuffles based on your role:
- Admin / Owner — everything above, including stuck subsidies, loans and low stock.
- Sales Executive — My Leads count, today's follow-ups, and quotes sent >7 days ago without a reply.
- Field Technician — today's site surveys and the next week of project milestones assigned to you.
From here, jump to Leads to capture a new customer, or Subsidy Tracker to chase pending applications.