Saturday revenue desk
Priorities, pipeline and forecast in one view.
Seller worklist
Next best actions
Negotiation • Horizon GroupCall procurement lead and confirm revised commercial termsOpportunity value ₹41L • Last activity yesterday
Proposal • Meridian LabsSend final revenue-dashboard proposalOpportunity value ₹32L • Proposal due today
Qualification • Atlas RetailReview intent score and confirm discovery meetingOpportunity value ₹18L • Follow-up overdue by 1 day
Discovery • Zenith FoodsSummarise workflow requirements from yesterday’s callOpportunity value ₹22L • Notes ready
Lead • Pinebridge HealthRespond to website automation enquiryLead score 76 • Response SLA exceeded
Opportunity management
Move deals through a visible sales path.
Use the stage controls on each card to update the demonstration pipeline.
High intent
Atlas Retail
CRM transformation
₹18LNew
Northwind Services
Workflow automation
₹11LSLA risk
Pinebridge Health
Lead-response system
₹13LWorkshop done
Zenith Foods
Sales workflow
₹22LDiscovery booked
Crestline Mobility
Partner CRM
₹15LRequirements
Oakridge Education
Admissions CRM
₹12LDue today
Meridian Labs
Revenue dashboard
₹32LProposal viewed
BlueRock Advisory
Lead automation
₹14LCommercial review
Summit Manufacturing
RFQ CRM
₹9LSecurity review
Veridian Finance
Client onboarding
₹12LCommercial terms
Horizon Group
CRM rollout
₹41LLegal review
Axion Energy
Service CRM
₹17LFinal call
Nexa Hospitality
Group enquiries
₹8LLead management
New enquiries and assignment status.
| Lead | Company | Source | Score | Owner | Status | Next action | Actions |
|---|---|---|---|---|---|---|---|
| Aarav Mehta | Pinebridge Health | Website | 76 | Unassigned | New | Respond within 30 min | |
| Sara Khan | BlueRock Advisory | Referral | 81 | Riya S. | Working | Discovery call today | |
| Neel Shah | Summit Manufacturing | Event | 63 | Unassigned | New | Review requirement | |
| Maya Rao | Meridian Labs | Outbound | 88 | Arjun K. | Qualified | Proposal preparation | |
| Kabir Singh | Oakridge Education | Webinar | 69 | Riya S. | Working | Share case study |
No leads match the current filters.
Workflow automation
Rules that keep follow-up moving.
Assign high-intent website leads
When source is Website and score is 70 or higher, assign to the available inside-sales owner.
Create task after proposal view
When a proposal is viewed, create a seller task due within one business day.
Escalate uncontacted priority leads
If a high-priority lead has no activity in 60 minutes, notify the team lead and create an urgent task.
Flag stale opportunities
When no activity is recorded for seven days, mark the opportunity for manager review.
Revenue forecasting
Commit, best case and pipeline by month.
Values are illustrative and update when pipeline cards move or close.
Quarter forecast
₹ lakhsJul
Aug
Sep
PipelineBest caseCommit
Proposal automation
Build an illustrative commercial proposal.
Pricing is for interface demonstration and requires final project scoping.