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3 New
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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
Manage Batch
New Batch Created
2 Days ago
Manage Certificate
New Certificate Request Given
3 Days ago
Certificate Authority
Certificate Request Accepted
3 Days ago
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New Directory Added
4 Days ago
Events
New Workshop Created
1 Week ago
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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
! đź‘‹,
"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 !
Team Task
Task Management
Select User Role
Sales Team Lead
Sales Execuetive
Faculty
PC
CRE
Sales Executive
Daily Task
Conduct team huddles with trainers, counselors, and administrative staff
Percentage of team members attending daily huddles (Goal: 100% attendance)
Assign tasks and review performance to achieve daily targets
Percentage of daily targets achieved (Goal: 95%+ completion)
Monitor and manage student inquiries through multiple channels
Response time to inquiries (Goal: < 2 hours)
Personally handle high-priority prospects and parent consultations
Conversion rate of high-priority prospects (Goal: 35%+)
Review fee collection status and manage payment follow-ups
Daily fee collection amount vs. target (Goal: 95%+ of daily target)
Weekly Task
Conduct week planning, target setting, and team goal alignment
Percentage of weekly targets achieved (Goal: 90%+)
Perform team productivity assessments
Weekly team productivity index (Goal: 85%+ team average)
Analyze lead conversion and follow-up activities
Weekly lead conversion rate (Goal: 25%+)
Evaluate academic quality and program delivery
Class observation scores (Goal: 4.5/5.0)
Generate financial reconciliation reports
Percentage of accounts reconciled (Goal: 100%)
Monthly Task
Execute month launch, target communication, and strategic planning
Percentage of staff aligned with monthly targets (Goal: 100%)
Conduct staff performance reviews and feedback sessions
Percentage of staff receiving structured feedback (Goal: 100%)
Perform financial audits and budget planning
Budget adherence (Goal: Within 5% variance)
Facilitate partnership development meetings
Number of new partnership opportunities identified (Goal: 2+ per month)
Participate in strategic planning sessions with senior management
Implementation rate of approved strategic initiatives (Goal: 90%+)
Monthly Schedule Task
Month launch and target communication meeting
Percentage of staff present in meeting (Goal: 100%)
1st of Month
Strategic planning for the month
Completion of strategic plan document (Goal: Approved by 5th)
1st - 5th of Month
Previous month KPI report submission to senior management
On-time submission (Goal: 100%)
5th of Month
Financial audits and budget planning
Audit completion rate (Goal: 100% of scheduled audits)
10th of Month
Mid-month performance review
Percentage of KPIs on track (Goal: 75%+)
15th of Month
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Weekly
Monthly
Monthly Schedule
Task Name
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Start Date
End Date
Measurement Metrics
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