Dashboard
Active (Open+Revised)
—
Open + Revised
Won Value
—
₹ value of won deals
Pipeline Value
—
Active
Today's Activities
—
Logged today
Opportunity Status Breakdown
Active Pipeline by Stage
Recent Opportunities
| Opportunity | Company | Status | Amount |
|---|
Opportunities
Active (Open + Revised) opportunities
My Opportunities
| Code | Opportunity | Company | Type | Status | Amount (₹) | Close Date | Actions |
|---|
Activity Log
Track all sales activities
All Activities
User Master
System Users
| Name | Role | Modules | Status | Actions |
|---|
Company Master
Companies
| Company | Location | Type | Industry | Contacts | Added By | Actions |
|---|
Contact Master
Contacts
| Name | Company | Location | Dept | Mobile | Added By | Actions |
|---|
Product Master
Products / SKUs
| Category | Make | Model | SKU | Price (₹) | Warranty | Actions |
|---|
Targets
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Reports
Sales performance & activity reports
Report Filters
Opportunities Report
0 recordsImport Historical Data
Import existing opportunity records from Excel
📋 Expected Excel Format
Your Excel file should have these columns (row 1 = headers):
| Column | Required | Notes |
|---|---|---|
| Location | Optional | City/location |
| Company Name | Required | Auto-created if not found in master |
| Make | Optional | Product make/brand |
| Solution | Optional | e.g. IPC, Printer |
| Solution Component | Optional | Sub-type |
| SKU | Optional | SKU / Part Code (e.g. ZT411-A001) |
| Status | Optional | Win / Loss / Open / On Hold / Revised |
| Qty | Optional | Quantity |
| Unit Price | Optional | Per unit price |
| Amount Without Tax | Optional | Ex-tax amount |
| Tax | Optional | Tax amount |
| Amount With Tax | Optional | Inc-tax total |
| PO Number | Optional | Required for Win records |
| Month | Optional | 1–12 or January–December |
| Year | Optional | e.g. 2024 |
| Sales Executive | Optional | Must match UserName in SalesCRM |
⚠️ Important Notes
✅ Make sure Company Master is set up first — companies not found will be auto-created as "End Customer / Others".
✅ Sales Executive name must exactly match UserName in User Master. Unmatched rows are assigned to you (the importer).
✅ Win records are imported and remain visible in the Opportunities list.
✅ Each row creates one Opportunity + one Line Item.
⚠️ Large files: import in batches of 500 rows for best performance.
📤 Upload Your File
Click to browse or drag & drop your Excel file
.xlsx or .xls · Max 5MB
Progress tip: Import will process all rows — this may take a moment for large files.