Groverzmart Ventures Pvt Ltd

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Quarter pace

Follow-ups

Date

Employee

Payment Status

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Daily Target (₹)

Business Target & Employee Sales Targets

Set the overall business target and the monthly sales target for each employee. Actual sales = money actually RECEIVED in the month (each advance / installment counts in the month it was paid), calculated automatically from the payments on Won leads and Daily Sales Entry.

ADMIN • TARGET CONTROL

Employee Sales: Target vs Actual

Monthly actual sales compared with each employee's assigned target

Target Actual

Monthly Summary -

Leads, sales value and conversion come from the leads and Daily Sales Entry. Conversion = sales value ÷ leads value. Enter the office expenses and purchase amount for the month; revenue or deficit is worked out against the sales value.

Leads Assigned to Team	Target	Count	Leads Value	Sales Received	% Conversion	Remarks

Product-wise Billing

Billed = sales value. Advance = the first payment. Outstanding = billed minus everything collected. Uses the Employee filter above.

Product	Bills	Billed	Advance	Collected	Outstanding	% Collected

Team-wise Outstanding

What each employee's customers still owe (same period as above).

Employee	Bills	Billed	Collected	Outstanding	Pending bills	% Collected

All figures are calculated automatically from Lead Management → Daily Sales Entry and the leads. Clear the date to see all dates.

Lead Pipeline

New Leads by Day

Month-wise

Month	New	Facebook	Form	Previous cust.	Won

Team Lead Stats

Live from the leads and Daily Sales Entry. Target, Achievement and Balance are for the month chosen on the Sales Dashboard (this month by default).

Employee	Assigned	New	Contacted	Follow Up	Qualified	Won	Lost	Follow-ups Due	Upcoming	Sales Value	Conversion	Monthly Target	Achievement	Balance

Daily Calls

Each employee must contact 15 customers every day. A call is counted when a lead's Contacted Date is that day (each lead counts once per day). Last 7 days, today on the right.

Daily Sales Entry

Admin, and employees the admin has given access to. (Own-sales access shows only that employee's sales; accounts access shows the whole team.) Won leads appear here on the day they are won. Enter the Sales Value, then use the 💰 button to record the advance and every installment the customer pays. Collected, Due and Status update automatically.

Date

Employee

Date	Ref.	Customer	Employee	Product	Sales Value	Advance	Collected	Due	Status

All Leads

	Lead	Name	Customer Form	Contact	Dates	Product	Amount	Source	Employee	Stage	Follow-up

Upload columns: Date, Enquiry Date, Name, Phone, Place (required; the same phone with a different product is added as a repeat purchase), Email, Product, Amount, Source, Employee, Follow-up Date, Contacted Date, Stage, Notes. Dates can be DD-MM-YYYY or YYYY-MM-DD. If Enquiry Date is empty it is set to the Date (or the upload day).

Year (for the tables)

Month (reports & statements end here)

Employee (history table)

Download Statement

Choose the duration, then click Download Statement. The period ends with the month selected above (last month by default). PDF is a bank-statement style document; Excel (CSV) opens in Excel.

Statement for

File type

Duration

Employee Performance -

Conversion (value) = sales value ÷ leads value, the same as the Monthly Summary. Conversion (count) = won leads ÷ leads created in the month. Target is each employee's current monthly target.

#	Employee	Leads	Leads Value	Won	Sales Received	Booked (Sales Value)	Conv. (value)	Conv. (count)	Target	Achieved	vs Prev. Month Sales

Employee Month-by-Month History

Every month of the selected year, newest first, with a Month Total row for each month. Monthly Revenue = sales value − office expenses − purchase amount for the whole company (shown when all employees are selected). * = expenses / purchase not entered for that month, so the revenue is overstated. Rows with no leads and no sales are hidden.

Month	Employee	Leads	Leads Value	Won	Sales Received	Conv. (value)	Conv. (count)	Target	Achieved	Monthly Revenue

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Business Target & Employee Sales Targets

Monthly Summary -

Product-wise Billing

Team-wise Outstanding

Lead Pipeline

New Leads by Day

Team Lead Stats

Daily Calls

Daily Sales Entry

All Leads

Download Statement

Employee Performance -

Employee Month-by-Month History

Admin sign in

Employee sign in

Groverzmart Ventures Pvt Ltd

Business Target & Employee Sales Targets

Monthly Summary -

Product-wise Billing

Team-wise Outstanding

Lead Pipeline

New Leads by Day

Team Lead Stats

Daily Calls

Daily Sales Entry

All Leads

Download Statement

Employee Performance -

Employee Month-by-Month History

New Lead

Add Employee

Employees

Add Sale

Advance & Installments

Follow-ups Due

Change my password

Current Status list

Upload result

Customer Form

Customer Form Answers