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Notifications
3 New
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Mark all as read
Manage Lead
New Lead Created
Just Now
Manage Customer
New Payment Made
5 Mins ago
Manage Customer
Lead Converted to Customer
10 Mins ago
Manage Course
New Course Created
1 Hr ago
Manage Exam
New Exam Created
1 Day ago
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New Batch Created
2 Days ago
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New Certificate Request Given
3 Days ago
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Certificate Request Accepted
3 Days ago
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New Directory Added
4 Days ago
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New Workshop Created
1 Week ago
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Coupon Type
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Pongal Offer ₹ 1,500 Discount
A7D9K2L3M0
₹ 1,500
18-Jan-2025
05
Uzhavar Thirunal 10% Offers
H12OUB89D6
10 %
18-Jan-2025
03
Good Morning,
Anu
! 👋,
"Small steps, big impact—tackle your tasks with focus!"
Regular Work
05
50 New Leads
Need to add new 50 leads
01-Sep-2025
Daily
20 New Conversions
Convert 20 leads daily
01-Sep-2025
Daily
10 New Follow-Ups
Do 10 Followup for new Leads totally
01-Sep-2025
Daily
5 Appointments
Meet 5 potential appointments
05-Sep-2025
Monthly
Prepare Sales Report
Complete Monthly sales report and submit
03-Sep-2025
Monthly
Assigned Work
02
Call Prospects
Make at least 20 calls to potential leads
31-Aug-2025
Daily
Task Extended 2 days ago
Update CRM
Update client interactions in CRM
01-Sep-2025
Daily
Absolutely! Let’s Get Started with Today’s Tasks!
Good Evening,
Anu
! 🙏,
"Mission accomplished! Take pride in what you’ve achieved."
Regular Work
05
50 New Leads
Need to add new 50 leads
01-Sep-2025
Daily
20 New Conversions
convert 20 leads daily
01-Sep-2025
Daily
10 New Follow-Ups
Do 10 Followup for new Leads totally
01-Sep-2025
Daily
5 Appointments
Meet 5 potential appointments
05-Sep-2025
Monthly
Prepare Sales Report
Complete Monthly sales report and submit
03-Sep-2025
Monthly
Assigned Work
02
Call Prospects
Make at least 20 calls to potential leads
31-Aug-2025
Daily
Task Extended 2 days ago
Update CRM
Update client interactions in CRM
01-Sep-2025
Daily
Wrapped Up! Happy with Today’s Achievements 🎉
Ready to begin? Start your work now and give your best.
Lets' Go !
Manage Goalset
Metrics Management
Oct-2025
Pending Goalset for
[ BH, PC, CRE ]
Add Goalset
Category
All
Lead Management
Customer Management
Course Management
Sub Category
All
Appointment
Followup
Reschedule
Training Mode
All
Online
Offline
Video
Trainer
Staff
Reset
Go
Senior Sales Executive
Sales
Pre Sale
Regisration Count
:
30
Business Value
:
65,00,000
Collection Value
:
12,00,000
MPC
:
8,000
ABV
:
88,00,000
ACV
:
14,00,000
CR
:
95 %
Description
-
Junior Sales Executive
Sales
Pre Sale
Regisration Count
:
30
Business Value
:
65,00,000
Collection Value
:
12,00,000
MPC
:
8,000
ABV
:
88,00,000
ACV
:
14,00,000
CR
:
95 %
Description
-
Senior Sales Executive
Sales
Post Sale
Regisration Count
:
30
Business Value
:
65,00,000
Collection Value
:
12,00,000
MPC
:
8,000
ABV
:
88,00,000
ACV
:
14,00,000
CR
:
95 %
Description
-
Junior Sales Executive
Sales
Post Sale
Regisration Count
:
30
Business Value
:
65,00,000
Collection Value
:
12,00,000
MPC
:
8,000
ABV
:
88,00,000
ACV
:
14,00,000
CR
:
95 %
Description
-
Senior Sales Executive
Sales
Closing Sale
Harvest Amount
:
20,00,000
Min.Collecting Harvest Amt(%)
:
90 %
Description
-
Junior Sales Executive
Sales
Closing Sale
Harvest Amount
:
20,00,000
Min.Collecting Harvest Amt(%)
:
90 %
Description
-
Senior Trainer
Production
Trainer
Min. Students Allotted
:
48
Max. Free Slot(%)
:
10 %
Productivity Performance
:
10
Description
-
Junior Trainer
Production
Trainer
Min. Students Allotted
:
48
Max. Free Slot(%)
:
10 %
Productivity Performance
:
10
Description
-
Business Head
Internal Support
BH
Target Amount
:
40,00,000
Description
-
Project Co-Ordinator
Internal Support
PC
Max. Slot Allotted Hrs
:
48 Hours
Slot Allotted (%)
:
10 %
Description
-
Customer Relationship Executive
Internal Support
CRE
Max. Resolved Complaints Hrs
:
24 Hours
Resolved Complaints (%)
:
95 %
Description
-
Customer
E-Mail
Ph No
Service
Action
Priya Dharshini
Partially Paid
priya@gmail.com
9876543210
2
View
Edit
Delete
Work List
Work Assign
INV-005004/07/2024
20-Jul-2024
11,400.00
10%
18,468.00
18%
80,000.00
1,43,868.00
71,934.00
71,934.00
Priya Dharshini
Partially Paid
priya@gmail.com
9876543210
2
View
Edit
Delete
Work List
Work Assign
INV-005004/07/2024
20-Jul-2024
11,400.00
10%
18,468.00
18%
80,000.00
1,43,868.00
71,934.00
71,934.00
Create Goalset
Schedule Month
*
Department
*
Select Department
Sales
Production
Internal Support
Sub Department
*
Select Sub Department
Job Position
*
Select Job Position
Registration Count
*
Business Value (In Amount)
*
Collection Value (In Amount)
*
MPC (Minimum Product Cost)
Description
ABV (Average Business Value)
0
ACV (Average Collection Value)
0
CR (Conversion Rate)
0
%
Harvest Amount
*
Min.Collecting Harvest Amt(%)
*
Description
Min. Students Allotted
*
Max. Free Slot(%)
*
Productivity Performance
*
Description
Target Amount
*
Description
Max. Slot Allotted Hrs
*
Slot Allotted
0
%
Description
Max. Resolved Complaints Hrs
*
Resolved Complaints
0
%
Description
Cancel
Create Goalset
Update Goalset
Schedule Month
*
Department
*
Select Department
Sales
Production
Internal Support
Sub Department
*
Select Sub Department
Pre Sale
Post Sale
Closing Sale
Job Position
*
Select Job Position
Senior Sales Executive
Junior Sales Executive
Registration Count
*
Business Value (In Amount)
*
Collection Value (In Amount)
*
MPC (Minimum Product Cost)
Description
-
ABV (Average Business Value)
88,00,000
ACV (Average Collection Value)
14,00,000
CR (Conversion Rate)
95
%
Cancel
Update Goalset
View Goalset
Schedule Month
:
Sep-2024
Department
:
Sales
Sub Department
:
Pre Sale
Job Position
:
Senior Sales Executive
Registration
:
30
Business Value
:
65,00,000
Collection Value
:
12,00,000
MPC (Minimum Product Cost)
:
8,000
Description
-
ABV (Average Business Value)
88,00,000
ACV (Average Collection Value)
14,00,000
CR (Conversion Rate)
95
%
Schedule Month
:
Sep-2024
Department
:
Production
Sub Department
:
Trainer
Job Position
:
Senior Trainer
Min. Students Allotted
:
45
Max. Free Slot(%)
:
10 %
Productivity Performance
:
Employee Salary X
10
Description
-
Schedule Month
:
Sep-2024
Department
:
Internal Support
Sub Department
:
BH
Job Position
:
Business Head
Target Amount
:
30,00,000
Description
-
Schedule Month
:
Sep-2024
Department
:
Internal Support
Sub Department
:
PC
Job Position
:
Porject Co-Ordinator
Max. Slot Allotted Hrs
:
48 Hours
Slot Allotted (%)
:
10 %
Description
-
Schedule Month
:
Sep-2024
Department
:
Internal Support
Sub Department
:
CRE
Job Position
:
Customer Relationship Executive
Max. Resolved Complaints Hrs
:
24 Hours
Resolved Complaints (%)
:
95 %
Description
-
?
Are you sure you want to Delete Goalset ?
Senior Sales Executive
Yes,delete!
No,cancel