Sales KPIs
SMP campuses, SplitRide corporates, ALLEN and SHE Shuttl in one view.
Pipeline by stage count · ₹/month
Needs follow-up
SMP campus route · GE0 → GE4 Update counts
Team this week · last 30 days
Daily performance
Field activity counts itself from the activity log. Outcomes and notes come from each person's end-of-day check-in.
Scorecard
Check-in notes
Last 14 days field activities per day · colour shows targets hit
Pipeline
Open a card to edit it or move its stage. On a computer you can also drag cards between columns.
Accounts
Log activity
Every visit, call, survey or meeting, the same day. Logging updates the account's last touch.
Recent activity
GE funnel
GE0 is the MoU with the campus. GE1–GE4 are students per live campus: discovery, form fill, interest, paid.
Campus counts edit a number, then Save that row
Targets & export
Targets drive the KPI tiles. Owners drive every owner dropdown.
Export
Download the current data as CSV for Excel or Google Sheets.
How follow-up states work
Overdue: the next step date has passed. On track: a next step date is set and still ahead. Stale: no next date and no touch within the stale window. No next date: touched recently but nothing scheduled. Prospects, On hold and Lost are not tracked.