Sales dashboards & targets

The CRM dashboard turns your opportunities into a manager’s view of performance geographic breakdowns, per-engineer win rates, target-vs-achievement, and headline KPI cards. Everything on it honours the active filters and your data scope.

Filtering the dashboard

Three filters drive every panel and KPI together:

Region: one of your configured regions.
Salesperson: a specific sales engineer (subject to data scope; a sales engineer cannot filter to someone else’s data).
Time period: month, quarter or financial year, all on the Indian April, March fiscal calendar. Quarters run Apr, Jun, Jul, Sep, Oct, Dec and Jan, Mar.

Filters combine (region and salesperson and period). Clearing a filter widens the view again. An empty selection shows a defined empty state, never an error. A boundary date lands in exactly one bucket, 31 March and 1 April fall into different financial years.

The summary panels

Overall KPI cards

At the top, KPI cards show total target, total achieved, the overall conversion rate and total offers for the current selection. These reconcile exactly with the detailed panels below them.

By region, target vs achieved

One row per region shows its target, achieved value and achieved % for the selected period.

Achieved is the total won value of Won opportunities in that region and period.
Achieved % is achieved ÷ target. Where no target is set the row shows “no target set” rather than a division error.
All seeded regions are listed even when they have zero activity, and sub-state regions (Outer Chennai, Coimbatore) appear as their own rows.

A visual bar/KPI view plots % target achieved per region and per salesperson so you can spot leaders and laggards at a glance. Over-100% achievement shows the true figure; zero-target entries show a placeholder rather than a broken bar.

By state and by city, win %

Opportunities are summarised by state and by city, each row showing the count of opportunities, wins, losses and win %.

Win % = wins ÷ (wins + losses). In-flight deals (Open, Offer Made) are excluded from the denominator.
A bucket with no closed deals shows win % as ”, ”, never an error.
City rows roll up exactly to their state totals.

By sales engineer and application engineer

One row per engineer shows opportunities handled, wins, losses and win %, using the same division-safe rule. A deactivated engineer with historical opportunities still appears so history is preserved. Opportunities with no application engineer are excluded from the AE rows but still counted in the totals. Under data scope, a manager sees every engineer while a sales engineer sees only their own row.

Offer, conversion and rejection tracking

Offer tracking: how many offers were made, grouped by region and by salesperson.
Conversion tracking: successful conversions (Won opportunities) as a rate: conversions ÷ offers made. With zero offers the rate shows ”, ”.
Rejection tracking: Lost and Rejected opportunities by region and salesperson with their reasons grouped so you can see the top reasons deals are lost.

Beneath the summary, a paginated, sortable widget lists the opportunities behind the numbers, customer, engineers, stage/status, potential value, last activity and age. Click a row to open the underlying offer or order. You can sort by value, age or last activity, and collapse the whole detail area to focus on the headline KPIs (the collapsed/expanded state is remembered for you between sessions).

Setting region targets

Targets are what target-vs-achievement compares against. They are maintained by a manager or org admin.

Open Settings → Regions & targets.
The seven Flowtech regions (Tamil Nadu, Outer Chennai, Kerala, Coimbatore, AP Telangana, Karnataka) are seeded; an authorised user can add, rename or deactivate regions. Regions are configuration, not free text.
Set a target (INR) per region and per salesperson for a given financial year.
Editing a target is audited. Targets for past financial years remain intact, so history is preserved.

A region or person with no target for the selected year is treated as “no target set” downstream. Only managers and org admins can edit targets; sales engineers see them read-only.

Exporting the report

Choose Export to download the region-wise performance report as XLS or CSV. The export honours your active filters and data scope, and its totals match the on-screen KPI cards exactly. An empty selection exports the headers plus a “no data” indicator rather than failing.