Sales Control Center

Sales Executive Overview & Control

Real-time command center for monitoring incoming customer leads, pipeline velocity, and active solar sites.

Live CRM Sync

Inbound Sales Pipeline Performance

Incoming Leads

Awaiting Action →

Pending Leads

Contact & Qualify →

Survey Stage

Accepted & Sizing →

Converted to Order

Won as Project →

Total Leads

Total Pipeline →

Order Lost

Closed / Cancelled →

Master Solar Plant Infrastructure

Open Sales & Payments →

Total Monitored Sites

All active plant arrays

Non Subsidy Sites

Direct / Non-subsidy grid

PM Subsidy Sites

PM Surya Ghar / Subsidy units

Hybrid / Off-Grid

Battery & standalone

Total Running Capacity

0 kW

Cumulative generated kW

Pipeline & Leads

Active Enquiries & Surveys

Follow up on customer enquiries transferred from Super Admin, schedule site engineers, and track order conversions.

Survey & Capacity Calculator

EB 2-Month Bill to Solar kW

Instant solar kW sizing, single/3-phase recommendation, 555W panel count, and required rooftop shadow-free area from meter bill units.

Quotation Dispatch Hub

Instant Proposals & Uploads

Generate professional engineered quotes with PM Surya Ghar subsidy calculations or upload customized PDF/Excel files.

Sales & Payments

Converted Master Installations & Payments

Browse full registry of active converted solar plants with inverter logins, subsidy categories, and payment ledger.

Awaiting Leads (Top Preview)

View All Leads →

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Recent Sites (Top Preview)

View All 34 Sites →

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Lead Management & Customer Enquiries

Manage inbound enquiries, qualify customer interest, and convert accepted customer leads to the Site Survey stage.

Client Details	Capacity & Timeline	EB Service & Bill	Address & Location	Preferred Contact	Action
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Site Code	Client Name	Address	Capacity	Status	Actions
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Sales & Payments — Master Solar Projects & Financial Ledger

Complete repository of 0 active monitored arrays, inverter logins, subsidy allocations, and project payments.

Site Code	Client Name	Address	Capacity	Status	Actions
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Solar Proposal & Quotation Dispatch Hub

Generate instant engineered solar proposals with PM Surya Ghar subsidy calculations or upload customized PDF/Excel documents.

1. Ready / Auto-Generate Solar Quote

System Sizing + Pricing Breakdown

Configures plant capacity, panels, inverter type, PM Surya Ghar subsidy deduction, and creates a branded downloadable PDF proposal with client cover note.

2. Upload Document (PDF / Excel)

External Quotations & BOQ Files

Attach external EPC vendor quotes, excel estimations, or signed customer proposal agreements and immediately dispatch via WhatsApp / Email.

Site Code	Date	Client Name & Contact	Address / Location	Capacity & Type	Status	Actions & Convert
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Site Survey Registry & Capacity Sizing

Centralized registry of consumer EB site surveys, technical solar capacity calculations, and PV rooftop area feasibility.

Sl.No	Date	Customer Name & Phone	Meter Number	Sanctioned Load	Avg 2-Mo Units	Avg Amount (₹)	Units / Mo	Units / Day	Req. kW	Planned AC	Phase	Panel (W)	No. Panels	Total DC (W)	Solar Structure	Area Req. (sq.ft)	Status	Actions

Review & Complete Survey Naveen Auto

Review consumer parameters, verify formula calculations, and submit survey to finalize solar capacity.

1. Consumer EB & Site Parameters

Live Formula Engine

Customer / Organization Name *

Customer Phone Number

EB Meter / Consumer Number *

Sanctioned Load & Phase

TANGEDCO / EB 2-Month Consumption Inputs

Average Units (2 Months) *

Units

Formula: Units/Mo = Total ÷ 2

Average 2-Month Bill (₹)

₹

Bi-monthly electricity charges

Solar Panel Rating (Watts) (Default 555W)

Solar Generation Rate (Daily kWh/kW) Standard benchmark: 4.7 units/kW/day

Solar Mounting Structure Specification

2. Live Sizing Results & Phase Determination

Automatic Calculation

Planned Solar Capacity (Inverter AC)

-- kW

Calculated Solar Requirement: -- kW

Grid Phase Requirement

Pending Units Entry

                                    Enter 2-Month EB Units to calculate system capacity & phase
                                

Units / Mo D3 / 2

Avg Monthly units

Units / Day G3 / 30

Daily consumption

Capacity Req. H3 / 4.7

Min Solar Peak Need

No. of Panels Req / Watts

555 W Module

Total DC Power Panels × W

-- kWp Array

Single Panel 2.28 × 1.13m

2.584 m² footprint

Net Panel Area Area × Count

Raw module footprint

Area Required Net × 1.2

+20% Clearance

Avg Unit Cost Bill ÷ Units

Grid Tariff per Unit

Project ROI Cost ÷ Bill

Click to enter value

Solar Structure Recommendation: Awaiting Survey Inputs

Pending Structure Specification

Solar Project Payments & Financial Collections

Comprehensive ledger tracking total project contract costs, advance/milestone collections, and outstanding balance payments.

Total Project Value

₹ 0

Across all solar installations

Total Received

₹ 0

0% Collected

Balance Pending

₹ 0

Outstanding dues

Fully Paid Sites

100% Settled

Balance Due Sites

Follow-up required

Site Code	Client Name & Contact	Address & Location	Capacity / Type	Project Cost (₹)	Payment Received (₹)	Balance Pending (₹)	Payment Status	Actions
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Sales Executive Overview & Control

Inbound Sales Pipeline Performance

Master Solar Plant Infrastructure

Pipeline & Leads

Survey & Capacity Calculator

Quotation Dispatch Hub

Sales & Payments

Awaiting Leads (Top Preview)

Recent Sites (Top Preview)

Lead Management & Customer Enquiries

Incoming Solar Leads & Enquiries (Moved to Sales) 0 New Leads

Sales & Payments — Master Solar Projects & Financial Ledger

Solar Proposal & Quotation Dispatch Hub

1. Ready / Auto-Generate Solar Quote

2. Upload Document (PDF / Excel)

Site Survey Registry & Capacity Sizing

Review & Complete Survey Naveen Auto

Solar Project Payments & Financial Collections

PMSR-050

Customer Name

Mandatory Document Uploads & Verification

Assign Maintenance Engineers

Sales Executive Overview & Control

Inbound Sales Pipeline Performance

Master Solar Plant Infrastructure

Pipeline & Leads

Survey & Capacity Calculator

Quotation Dispatch Hub

Sales & Payments

Awaiting Leads (Top Preview)

Recent Sites (Top Preview)

Lead Management & Customer Enquiries

Incoming Solar Leads & Enquiries (Moved to Sales) 0 New Leads

Sales & Payments — Master Solar Projects & Financial Ledger

Solar Proposal & Quotation Dispatch Hub

1. Ready / Auto-Generate Solar Quote

2. Upload Document (PDF / Excel)

Select Site & Prepare / Send Quotation

Site Survey Registry & Capacity Sizing

Site Survey Registry (Excel Format Database)

Review & Complete Survey Naveen Auto

Calculate Project ROI

Solar Project Payments & Financial Collections

PMSR-050

Customer Name

Mandatory Document Uploads & Verification

Assign Maintenance Engineers

Register New Solar Enquiry

Convert to Project & Assign Engineers

Solar Proposal & Quotation Dispatch

Live Quotation Preview

Uploaded Documents & Attachments

Record Project Payment