Admin

Good Morning, Priyanka

Admin

Here's what's happening across your solar operations and sites today.

Wednesday, 04 November 2026 · Live synced with database

Pending Documents

7

Below required file count

Pending Material Requests

1

Site requisitions awaiting action

Warehouse Stock Valuation

₹27.5 L

10 catalog items

Approved Operating Expenses

₹11K

Debited to actual costs

Total Contract Value

₹95.1 L

Accepted project revenue

Total Project Actual Costs

₹1.4 L

Net materials + approved expenses

Gross Project Profit

₹93.7 L

Operating margin

Outstanding Customer Balance

₹78.7 L

Receivables to collect

Sales & Project Pipeline

Sales Pipeline

Open opportunities by stage

Open pipeline
New1₹4.4 L
Site Survey1₹2.7 L
Quoted6₹1.51 Cr
Negotiation1₹3.5 L
Won5₹91.0 L

Revenue Analytics

May — Oct 2026

Project Pipeline

EPC execution stages

Open projects

Sales Funnel

Inquiry to won, with conversion between stages

Inquiries10
Site Surveys110%
Quotations6600%
Negotiation233%
Won (Projects)6300%

Today's Operations

Today's Operations

Daily field & sales tracking

Open daily tracking
2Tasks
2Completed
2In Progress
0Pending
0Overdue
Engineer / MemberProjectActivityStatus
Imran SheikhPRJ-2045Daily site inspectionIn Progress
Sameer QureshiPRJ-2046Daily site inspectionIn Progress

Today's Team Activity

Live activity log from field and system operations

View all logs

  1. 2026-09-04 11:20 AM

    Logged ₹2,500 site travel and hardware expense for PRJ-2045

  2. 2026-09-03 04:30 PM

    Requested 20 Waaree 540W modules for project PRJ-2048

  3. 2026-09-02 02:15 PM

    Approved Customer Aadhaar card for Ahmed Khan (PRJ-2045)

  4. 2026-09-01 10:00 AM

    Issued 60m solar DC cable to Imran Sheikh for PRJ-2045

Projects Requiring Attention

1 project(s) delayed or at risk

View all
  • PRJ-2045Ahmed Khan· 5 kW

    Testing · 3 days delayed · Reason: Waiting for DISCOM net meter release confirmation

    Due 18 Sept 2026

    Delayed

Finance & Solar Operations

Payment Overview

Across all active projects

Open payments

Total Project Value

₹95.1 L

Collected

₹16.4 L

Pending

₹78.7 L

Overdue

₹0

Payment Aging

Outstanding by days overdue

0-30 Days₹39.3 L31-60 Days₹19.7 L61-90 Days₹11.8 L> 90 Days₹7.9 L

Solar Subsidy Tracker

PM Surya Ghar applications linked to active projects

Open subsidy tracker

1

Total

1

Submitted

1

Processing

0

Inspection

0

Approved

0

Disbursed

ProjectCustomerCapacityStageHealth
PRJ-2026-001Rahul Sharma10 kWHandoverOn Track

DISCOM Status

Open DISCOM
  • New Applications0
  • Processing0
  • Inspection Pending0
  • Meter Pending0
  • Completed0

Installation Monitoring

Today's site progress across active installs

Open installation
1Scheduled
1In Execution
1Completed
0Delayed
Structure
80%
Panels
65%
Inverter
50%
Cabling
45%

After Sales

After Sales

Service, AMC & warranty at a glance

0

Open Tickets

0

High Priority

0

Today's Visits

1

AMC Active

0

AMC Expiring

0

Warranty Cases

1

Resolved This Month

Service Ticket Pipeline

Open tickets
0Open0Assigned0In Progress0Resolved0Closed

AMC Expiring Soon

1 total active warranty/AMC sites

View all

  • Rahul Sharma

    Site PRJ-2026-001 · 10 kW

Detail & Reporting

Active Projects

Live EPC execution across all stages

View all
ProjectCustomerCapacityValueManagerEngineerStageProgressDue DateStatus
PRJ-2045Ahmed Khan5 kW₹4.2 LAhmed SheikhImran SheikhTesting
75%
18 SeptDelayed
PRJ-2046Kunal Textiles45 kW₹26.1 LAhmed SheikhSameer QureshiTesting
82%
12 SeptOn Track
PRJ-2047Om Sai Warehousing85 kW₹46.8 LAhmed SheikhImran SheikhSubsidy
92%
20 SeptOn Track
PRJ-2048Deshmukh Motors10 kW₹7.6 LAhmed SheikhSameer QureshiInstallation
40%
25 SeptOn Track
PRJ-2051Priya Deshmukh3 kW₹2.6 LAhmed Sheikh—Documentation
15%
05 OctOn Track
PRJ-2026-001Rahul Sharma10 kW₹7.8 LAhmed SheikhImran SheikhHandover
100%
30 AugOn Track

Team Performance

Sales & site execution across active users

Full report
EmployeeRoleInquiriesFollow-upsQuotationsWonProjectsTasksPerformance
Priyanka IyerAdmin483228
85%
Ahmed SheikhProject Manager0000414
88%
Sunita SharmaOperations & Documentation Manager000028
91%
Rahul BhosaleOffice Executive483228
94%
Imran SheikhSite Engineer0000414
97%
Rajesh DeshmukhClient000028
85%

Customer Overview

Open customers

12

Total Customers

5

New This Month

6

Active Projects

0

Completed Projects

0

Service Customers

Residential67%
Commercial17%
Industrial16%

Lead Source

Where inquiries come from

  • Referral20%
  • Google Ads10%
  • Direct Walk-in10%
  • Website20%
  • Exhibition0%

Capacity Analytics

158 kW across portfolio

1
< 5 kW
1
5 - 10 kW
2
10 - 25 kW
1
25 - 50 kW
1
> 50 kW

Recent Quotations

View all
QuotationCustomerSystemAmountStatusDate
QT-1052Rahul Sharma4 kW₹3.5 LNegotiation2026-08-26
QT-1053Sana Industries120 kW₹62.4 LSent2026-08-20
QT-1055Deshmukh Motors10 kW₹7.6 LAccepted2026-08-19
QT-1051Ahmed Khan5 kW₹4.2 LAccepted2026-08-07
QT-1054Kunal Textiles45 kW₹26.1 LAccepted2026-07-25
QT-1056Om Sai Warehousing85 kW₹46.8 LAccepted2026-06-08

Recent Inquiries

View all
InquiryCustomerSourceCapacityStatusAssigned Rep
INQ-1048Vikram PatilWhatsApp5 kWNEWRahul Bhosale
INQ-1046Meera JoshiFacebook3 kWQUALIFIEDRahul Bhosale
INQ-1044Priya DeshmukhInstagram3 kWFOLLOW_UPRahul Bhosale
INQ-1047Deshmukh MotorsWalk-in10 kWCONVERTEDRahul Bhosale
INQ-1042Rahul SharmaReferral4 kWQUOTATION_SENTRahul Bhosale
INQ-1049Anjali RaoWebsite4 kWCONVERTEDRahul Bhosale

Quick Actions

New InquiryNew CustomerNew QuotationConvert ProjectCreate TaskSchedule SurveyRecord PaymentCreate Service Ticket