Field Sales Control Tower
RK
Ramesh KumarDeal Closer · Chennai
⌄
41Field Executives
17Available
8At Customer
6Travelling
5Available Later
2Fully Booked
2Fully Leave
3On Leave
96Total Visits
41Completed
BengaluruVelloreChennaiSalemCoimbatoreTiruppurHosur
AvailableTravellingAt
CustomerAvailable LaterFully Booked
AKArun Kumar Available
Coimbatore | 18 km away
Current: Available · Next: 3:00 PM – Tiruppur
Workload: 2/5
visits
Products: BioSTP, Bioseptic
⚠ Visits Needing Action
8Unassigned visits ›
3Pending acceptance ›
2Running late (>30 min) ›
1Location mismatch ›
4Customer unconfirmed ›
2Incomplete visit forms ›
✦ Priority Site Visits
| Customer | Product | Value | Intent | Location | Time | FSE | Status | Action |
|---|
✦ Ask Dispatch AI
Quick Actions
2Request Site Visit (from CRM)
3AI Dispatch Recommendations
Best Executives for This Visit
AI analysed location, availability, skills,
workload and travel time
Recommended
AK
Arun Kumar● 18 km · ETA 32 min
- Free 9:30 AM – 12:30 PM
- Workload 2/5 visits
- BioSTP Certified · Tamil
KU
Kumar● 32 km · ETA 45 min
87%
- Free 10:00 AM – 1:00 PM
- Workload 1/5 visits
- BioSTP Certified · Tamil
RA
Ravi● 11 km · ETA 28 min
72%
- Free 2:30 PM
- Workload 3/5 visits
- BioSTP, Rocotile · Tamil
4Dispatch Board (Daily Timeline)
9 AM10 AM11 AM12
PM1 PM2 PM3 PM4 PM5 PM
AK
Arun Kumar
ABC Builders
Coimbatore
Coimbatore
Travel
XYZ Infra
Tiruppur
Tiruppur
DEF Homes
Erode
Erode
KU
Kumar
AAA Constr.
Salem
Salem
BBB Infra
Erode
Erode
CCC Builders
Nammakal
Nammakal
RA
Ravi
DDD Homes
Tiruppur
Tiruppur
Free Window
EEE Infra
Coimbatore
Coimbatore
MA
Manoj
Office / Training
PR
Priya
FFF Constr.
Hosur
Hosur
GGG Builders
Salem
Salem
5Site Visit Tracking
Requested
09:02
09:02
AI Matched
09:02
09:02
Assigned
09:03
09:03
Accepted
09:04
09:04
Customer
09:06
09:06
Travel
09:52
09:52
Check-in
10:24
10:24
Visit
Verified
AI Summary
Next Action
SV-20250927-0107 In Progress
CustomerABC Builders
ProductBioSTP
PurposeSite assessment
Assigned FSEArun Kumar
Customer contactMr. Suresh
Lead intent91 · HOT
Live Status On route
Travel started
10:02 AM · Arun is on the way
10:02 AM · Arun is on the way
ETA 10:34 AM
About 18 km remaining
About 18 km remaining
Check-in pending
Customer site arrival
Customer site arrival
Visit & checkout
Awaiting arrival
Awaiting arrival
Location & Route
ETA 32 min18 km · Tiruppur
ABC Builders
Avinashi, Tiruppur
Avinashi, Tiruppur
6Exceptions Command Centre
Lead / Opportunity CRM
Lead IDBIO-28971
CustomerABC Builders
Lead sourceGoogle Ads
Intent score89 · HOT
Product interestBioSTP
Potential value₹8,50,000
Active Leads
| Lead / Customer | Product | Region | Intent | Stage | Next Step |
|---|---|---|---|---|---|
| ABC Builders | BioSTP | Tiruppur | 89 · HOT | Hot | |
| Sri Lakshmi Constructions | Bioseptic | Salem | 91 · HOT | Warm | |
| Greenfield Infra | Rocotile | Erode | 87 | Hot |
Customer Directory
| Customer | Contact | Region | Recent Visit | Product | Action |
|---|---|---|---|---|---|
| ABC Builders | Mr. Suresh | Tiruppur | Today · 10:30 AM | BioSTP | |
| Sri Lakshmi Constructions | Ms. Priya | Salem | Today · 11:30 AM | Bioseptic | |
| Greenfield Infra | Mr. Karthik | Erode | Today · 2:00 PM | Rocotile | |
| MS Infra | Ms. Deepa | Hosur | Tomorrow · 11:00 AM | BioSTP |
Customer Activity
Call completed · ABC BuildersToday, 9:20 AM · Mr. Suresh
Site visit requestedToday, 9:02 AM · Technical assessment
Product brochure sharedYesterday, 4:10 PM · BioSTP
Customer confirmed visitYesterday, 3:45 PM · WhatsApp
Field Executive Master
AK
Arun Kumar
FSE-042 · Coimbatore · Active
Current statusAvailable
Working hours9:00 AM – 6:00 PM
Primary territoryCoimbatore
Max visits / day5 visits
ProductsBioSTP · Bioseptic
LanguagesTamil · English
Availability & Daily Calendar
TimeTodayTomorrowFriday
9 AM
ABC Builders
Available
Green Homes
11 AM
Travel / Site
Sri Lakshmi
Available
2 PM
Available
Customer visit
Available
Working days: Mon–Sat · Service radius: 80 km · 2 of
5 visits scheduled
Territory & Coverage
80 km service radiusPrimary territoryCoimbatore
Secondary territoriesTiruppur · Erode
Nearby qualified leads8 · 3 high intent
Team coverage5 executives · 4 active
Primary · CoimbatoreSecondary · TiruppurNearby
Leads · 8
Management Dashboard · Field Sales Performance
Site Visit Requests2,184
Assigned2,106
Customer Confirmed1,972
Verified Visits1,846
Visit Conversion Funnel
Requested 2,184 · 100%
Confirmed 1,972 · 90%
Verified 1,846 · 85%
Quotation 1,309 · 60%
Orders 478 · 22%
Visits & Orders Trend
VisitsOrders
Apr
May
Jun
Jul
Aug
Sep
Revenue from visited leads₹4.52 Cr
Pipeline in progress₹12.80 Cr
Avg. assignment time3m 42s
On-time arrival91%
Product-wise & Region-wise Analytics
Visits, Quotations & Orders by Product
VisitsQuotationsOrders
Region-wise Performance
| Region | Visits | Quotes | Orders | Conv. |
|---|---|---|---|---|
| Tamil Nadu | 1,025 | 742 | 288 | 28% |
| Karnataka | 482 | 301 | 112 | 23% |
| Andhra Pradesh | 321 | 201 | 58 | 18% |
| Telangana | 186 | 112 | 36 | 19% |
Orders by Product
478Orders
BioSTP 38%Bioseptic 24%Rocotile 16%Bioman 16%Other 6%
Deal Closer Dashboard
This MonthRK
Ramesh KumarDeal Closer · Chennai
Leads426
Visit Requests312
Assigned298
Verified262
Quotations186
Orders72
Pipeline by Stage
Top Executives
| Executive | Visits | Orders | Conv. |
|---|---|---|---|
| Arun Kumar | 68 | 18 | 26% |
| Kumar | 55 | 12 | 22% |
| Ravi | 48 | 10 | 21% |
| Manoj | 45 | 8 | 18% |
| Priya | 38 | 7 | 18% |
Lead Source Performance
Visit Outcome & Next Action
Visit Outcomes
1,846Visits
Quotation given 31%Follow up 28%Not interested 15%Site not ready 10%Requires design 8%Other 8%
Next Action Aging
Customer Feedback & Verification
Customer Verification Status
1,846Visits
Verified by customer 76%Pending confirmation 14%Not responded 6%Disputed 2%Not required 2%
Customer Ratings
4.6
328 verified reviewsField Executive Performance Report
| # | Executive | Visits | Quotations | Orders | Conversion | On Time | Rating |
|---|---|---|---|---|---|---|---|
| 1 | Arun Kumar | 68 | 54 | 24 | 26% | 94% | 4.7 |
| 2 | Kumar | 55 | 48 | 18 | 22% | 89% | 4.5 |
| 3 | Ravi | 48 | 41 | 14 | 21% | 87% | 4.4 |
| 4 | Manoj | 45 | 36 | 11 | 18% | 82% | 4.3 |
| 5 | Priya | 38 | 31 | 9 | 15% | 85% | 4.5 |
Reports & Export
to
| Date | Customer | Product | Executive | Location | Status | Outcome |
|---|---|---|---|---|---|---|
| Today | ABC Builders | BioSTP | Arun Kumar | Tiruppur | Completed | Quotation |
| Today | Sri Lakshmi | Bioseptic | Kumar | Salem | In Progress | Follow Up |
| Yesterday | Greenfield Infra | Rocotile | Ravi | Erode | Scheduled | Prospect |
Saved Report Views
Weekly Visit SummaryLast run today · 96 visits
Executive PerformanceLast run yesterday · All regions
Lead ConversionLast run Sep 28 · This month
Dispatch & AI Configuration
Notifications & Visit Forms
Saved
Customer WhatsApp notificationSend confirmation on assignment
Executive push notificationNotify on new visit or schedule change
Location verificationRequire check-in within 100 m
AI visit summaryGenerate summary when visit is completed
✦ Dispatch AI Assistant
Ready
Ask for an executive match, a route plan, or a visit status. The assistant uses the dashboard's current sample dispatch data.
Details