BOXDEPOT Pilot · 1 user
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Client score
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Score breakdown
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Weighted: payment 35% · order value 25% · TAT 15% · delivery terms 15% · working terms 10%
Print colour profile · CMYK
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Commercial terms
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Payment history

Synced from ERP · invoices last 6 months
InvoiceOrderInvoicedAmountDuePaidDays lateStatus
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Sales planner · Week 45

My pipeline

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All went well · still no PO
5 deals stalled after final call
A reason is required before a stalled deal can be closed or snoozed.
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Payment follow-ups
₹38.6 L due from 9 clients
ClientDueOverdueNext action
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Restricted · Owners, Directors, CEO, CFO

Sales dashboard

All factories · FY 2026–27 to date · margins from ERP costing
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Pipeline by stage
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Lead → PO conversion: 22% · Quote → PO: 41%
Receivables ageing
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Current clients · profit after margin

Top 6 by revenue
ClientScoreRevenue YTDMarginProfitOutstandingOwner
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Phase 2 · Salesperson value
See the Salesperson profile tab for the pilot rep. Comparison across reps unlocks once more are onboarded.
Restricted · Director view · Q3 FY 2026–27

Rohan Patil

Sales & client servicing · Joined Jun 2023 · Reports to Anil Shah · 6 clients across 3 plants
Value multiple
6.4×
Profit contributed ÷ cost to company
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Intelligence

Built from ERP invoices, CRM activity and pipeline · refreshed 04 Nov, 09:30
Summary

Rohan is on pace for revenue and collections but behind on new client acquisition: 1 of 3 won with a third of the quarter left. His book is concentrated, with Shreeji and Coastal making up 59% of profit. Most of his upside sits in Zenith Auto Parts, where order value is high but TAT has slipped to 14 days and the latest ₹16 L deal is stalled on a competitor quote.

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Q3 close forecast · revenue
Likely ₹1.04 Cr · 95% of target
Booked ₹74 L Likely from final call ₹20 L Upside if Zenith closes ₹16 L Target ₹1.1 Cr
vs company benchmark
Rohan Company avg
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Suggested next actions
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Quarterly goals · Q3
58 of 91 days elapsed (64%)
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Vertical tick = where he should be today if pace were even.
Monthly target vs achieved · ₹ Lakh
Target Achieved
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Earning potential
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Biggest gaps: Zenith Auto Parts (₹1.18 Cr untapped), Coastal Foods (₹79 L).

Client book · contribution

ClientRevenueProfitShareOverdue
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Activity · this quarter
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Incentive · Q3
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Director notes