Today's field activity real check-ins per salesperson
Leads needing attention
Flagged visits last 7 days
Daily field activity who actually visited, how long, and any red flags
All visits
Monthly fuel claims approve once the month is over
Daily km calculated every night from on-duty tracking · adjust a day if needed
Drag a card to move it between stages. Dropping on Won asks for the PO; dropping on Lost asks for a reason.
Open pipeline by machine category value by stage
Forecast weighted value by expected closing month
Funnel
Stuck deals
Lead-source performance which sources turn into orders
Won orders
Lost deals — reasons
Salespeople raise these from the app once a deal is marked Won. Each one is emailed to Accounts (managers in CC, installation team when installation is required). Recipients are set in Settings → Billing request emails.
Salespeople add each payment they collect on a won order (amount, UTR / cheque no., screenshot). Check it against the bank statement and verify it. An order counts for incentive only when the verified amount (incl. TDS) covers the full order value. Rules are in Settings → Payments & incentive.
Product catalog & price list
All deals & quotes open the Pipeline page for the board and forecast
Day by day
By salesperson
By branch
Insights
Target vs Achieved (this month)
Achievement %
Leads by status
Leads by source
Deals by stage
Win / Loss
Revenue won (last 6 months)
Deals by category
Per-salesperson performance
Monthly targets —
Set each rep's revenue target for this month; achievement = revenue from orders marked Won this month.
Incentive by salesperson live calculation from won orders (PO value) vs monthly target
Targets are set on Reports & targets. “Generate statements” freezes the numbers as drafts; approve them after month-end, then mark paid. Approved and paid statements are never changed by recalculation.
Scorecard activity and results for the month — ranked by won value
Incentive plans the newest active plan that has started applies; a plan for specific people overrides the general one
Branches each person belongs to one branch; branch managers see only their branch(es)
Add team member
People sign in to the app and this dashboard with their email and a one-time code — no password. Only emails you add here (or any @bne.org.in address) can sign in.
Pending & recent invites
People & access role decides what they can do; branch decides what they can see
Admin / Head: everything, all branches. Branch manager: leads, pipeline, live map, travel, payments and incentives of their branch(es) only; can approve for their branch. Salesperson: own data only. Coordinator / Tele-caller: lead desk for all leads.
Machine categories used for leads, quotes and orders
Lead setup
Lead assignment
Leads created by a salesperson are always assigned to themselves.
Duty hours
Check-in rules
Pipeline & order confirmation
PO number, PO date and order value are always required.
Tracking & fuel location every few minutes between Start Day and End Day
Duty auto-ends at the "Auto end-day" time in Duty hours. Changes apply from the next Start Day.
Per-salesperson vehicle and rate can be set on the Team page. Road distance needs the Google Routes API enabled on your Maps key; until then the factor is used automatically.
Billing request emails who receives the invoice request when a salesperson submits it
Emails go out through Resend. To deliver to these addresses, the sending domain (e.g. bne.org.in) must be verified in Resend and the RESEND_FROM secret set — use “Send test email” to check.
Payments & incentive how collected payments unlock incentive
Every change is recorded in the audit log with who changed it and when. Incentive plans are on the Incentives & scorecards page.