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Carbiforce
PS
Good morning, Priya
Friday, 15 August · Carbiforce · West region
cfx AI · daily briefing
2 items slipped from yesterday — clear those first. Then: Meraki Alloys (₹4.2L) hasn't been touched in 9 days and their quote expires Monday, the Sunrise quote is due before your 15:30 site visit, and ticket #218 breaches SLA at 16:00. Work the queue top-down and you're covered.
Today
Meetings, calls and deadlines on one track
Meet
Calls
Due
--:--
Focus queue
Ranked by cfx AI — value at stake × urgency
01
Follow-up — Shakti Precision quote
Slipped from yesterday · was due 17:00 · quote sent Tuesday, no response
02
Call back — Orion Diecast
Missed yesterday · planned 17:00, never made · they asked for a callback
03
Call Nikhil Bansal — Meraki Alloys
Qualified lead, no touch in 9 days · quote expires Mon · ₹4.2L at stake
02
Prepare quote — Sunrise Castings site visit
Task due before 15:30 meeting · carbide inserts, 3 SKUs · 30 pts
03
Ticket #218 — Vertex Tools, grinding wheel defect
SLA breaches at 16:00 · customer since 2023 · assigned to you
04
Add GSTIN — Falcon Forge
Blocks conversion to account · deal is otherwise ready to close
05
Confirm SO-26-0139 — Deccan Tools
Sales order drafted from won deal · ₹2.1L, Net 30 · confirm to reserve stock
06
First touch — 3 new IMTEX expo leads
Assigned this morning from campaign · respond within 24h converts 3× better
Quote & stock health
Live checks against Zoho-synced rates and stock
3 quotes priced below current rate — list price moved after you quoted₹42k exposure ›
2 quoted SKUs out of stock — chase warehouse before promising dates₹6.2L pipeline ›
Margin under 15% on 2 deals — quoted rate vs purchase costreview ›
13 other quoted lines: price current, stock availableOK
My orders · Aug
₹6.2L booked
Your sales orders from confirm to cash
1Draft₹0.6L
›
3Confirmed₹1.8L
›
2Packed₹1.1L
›
1In transport₹0.8L
›
2Invoiced₹1.4L
›
1Payment pending₹0.7L
›
6Paid₹4.2L
Team pulse — West
6 executives · reporting to Arjun Mehta · Carbiforce
cfx AI · team insight
Qualified → Converted fell 12% this month. 9 of the 12 stalled deals share one blocker: pending GSTIN verification. Vikram is carrying 31 open tasks (2× team median) while Karan has capacity — reassigning 8 tasks would clear the overdue backlog by Tuesday.
Quick actions
Team pipeline
₹0Cr
67 open deals · 6 executives
Converted MTD
₹0L
6 deals · ▲ 18% vs Jul · 69% of company
Overdue tasks
0
▲ 6 since Monday · 17 on two people
Calls today
0
team target 72 · on pace
Members
Sorted by who needs attention
VS
Vikram Singh 12 overdue
Sr. Executive · last activity 2h ago
Load31 open
₹52L
pipeline
SI
Sneha Iyer 5 overdue
Executive · last activity 40m ago
Load22 open
₹38L
pipeline
PS
Priya Sharma on track
Sr. Executive · active now
Load18 open
₹31.4L
pipeline
RG
Rohan Gupta on track
Executive · last activity 1h ago
Load16 open
₹28L
pipeline
AR
Ananya Rao on track
Executive · active now
Load14 open
₹22L
pipeline
KP
Karan Patel has capacity
Jr. Executive · last activity 20m ago
Load9 open
₹14.6L
pipeline
My tasks — Arjun4 today
10:00Approve Q3 price list update
14:301:1 with Vikram — overdue backlog
16:00Review 12 GSTIN-blocked deals
17:30Prep Monday pipeline review
Pipeline funnel · Aug
New124 · ₹78L
▼ 69% advance
Contacted86 · ₹62L
▼ 55% advance
Qualified47 · ₹46L
▼ 19% convert −12% vs Jul
Converted6 · ₹9.8L
Stage velocity · avg days
From lead status logs · Aug
New→Cont.2.1d
Cont.→Qual.4.3d
Qual.→Conv.8.9d▲ 2.2d vs Jul
Qualified→Converted slowed the most — matches the GSTIN blocker pattern.
Call outcomes · team
312 calls · Aug MTD
Interested 41%
Call back 27%
No reach 22%
Not int. 10%
Karan's "not reachable" is 38% — coach on call timing (team avg 22%).
Leaderboard
Task points · this month
1Rohan Gupta250
2Priya Sharma210
3Ananya Rao185
4Sneha Iyer145
5Vikram Singh122
6Karan Patel96
Needs a decision
3 items
Deals and leads slipping through
—
7 unassigned leads from IMTEX 2026 campaign
Oldest is 2 days without an owner · region rule matched no one for Kolhapur
—
₹12L Deccan Tools deal idle 14 days at Qualified
Owner Vikram Singh · 3 follow-up tasks overdue on this deal
—
12 stalled deals pending GSTIN verification
Conversion is blocked until GSTIN is captured · ₹31L combined
Sales & fulfillment · team
₹22.4L / ₹30L target
Order book Aug · every order from confirm to cash
4Draft₹2.8L
›
12Confirmed₹8.6L
›
8Packed₹5.2L
›
6In transport₹4.1L
›
9Invoiced₹6.4L
›
5Payment pending₹3.9L
›
21Paid₹14.8L
Sales booked by rep · Aug
Priya₹6.2L
Rohan₹4.8L
Vikram₹4.1L
Sneha₹3.4L
Ananya₹2.6L
Karan₹1.3L
Needs a push
In transport > 3 days2 shipments
Payment overdue (Net 30)₹2.4L · 3 invoices
Confirmed but not packed > 2 days3 orders
Quoted below price-list band4 deals ›
Avg confirm → dispatch2.8 days
Command center
All companies · Carbiforce + Metaldur · 28 active users
cfx AI · executive insight
Metaldur pipeline grew 24% this quarter — but 3 Books syncs failed yesterday on duplicate GSTINs, so revenue there is understated. IMTEX 2026 is your cheapest lead source at ₹410/conversion. South region drives 60% of losses; the pattern is pricing, not follow-up.
Scope
Quick actions
Revenue MTD
₹0L
▲ 18% vs Jul · target ₹18L
Open pipeline
₹0Cr
214 deals · avg ₹1.1L
Win rate
0%
▼ 3 pts vs Jul · GSTIN blocker
Activity today
0
calls + meetings + tasks done
Order fulfillment · all companies
₹31.8L booked · 48 orders
Every open order from confirm to cash · Aug
7Draft₹4.2L
›
19Confirmed₹12.8L
›
12Packed₹7.6L
›
9In transport₹6.3L
›
15Invoiced₹10.9L
›
8Payment pending₹6.9L
›
34Paid₹19.6L
Converted revenue
Monthly · ₹ lakh · hover for detail
CarbiforceMetaldur
My tasks3 today
12:30Review 3 failed Books syncs
15:00Sign off SO number series FY27
17:00Approve IMTEX budget extension
Pipeline by region
West42%
South27%60% of losses
North19%
East12%
Campaign efficiency6 active
IMTEX 2026 expo₹410 / conv
Google Ads — inserts₹1,240 / conv
Dealer referrals₹620 / conv
Cold outreach Q2₹3,800 / conv
Zoho Books sync
Last run09:42 today · 41s
Accounts pushed (24h)132
Failed jobs3 — duplicate GSTIN ›
Product catalogSynced · 2 orgs
Service levels
Tickets breaching SLA4
Open tickets31
Median first response2.4h
Open cases12 · 2 escalated
Meetings this week47
Sales orders · Aug
Booked48 · ₹31.8L
Awaiting dispatch7
Payments overdue₹6.2L · 5
New customers9 accounts
Next numberSO-26-0143 FY 26–27 ✓
My reports
★ Monthly conversion by regionRun ›
★ Dead leads by loss reasonRun ›
★ Rep activity vs conversionsRun ›
Last run: today 09:15 by you
Recent changes
Arjun reassigned 8 tasks → Karan12m
Priya converted Meraki Alloys1h
You updated Dealer 2026 price list3h
Sneha deleted lead "Test entry"5h
Inventory health
Below reorder level12 SKUs ›
Stock, no movement 90d34 SKUs ›
Courier lanes missing6 destinations ›
Sync — Carbiforce / Metaldur2h ✓ · 26h ⚠
Receivables
Total unpaid invoices₹48.6L · 24
Current (within terms)₹28.2L
Overdue 1–30 days₹14.2L
Overdue 30+ days₹6.2L · 4 ›
Avg days to collect34
User & access health
Active users26 / 28
No company assigned2 ›
Roles w/o report access3 ›
Logins today19
High-value pipeline
Top 6 of 214
Open deals by value · all companies
| Deal | Company | Stage | Owner | Idle | Value |
|---|---|---|---|---|---|
| Deccan Tools — annual inserts contract | Carbiforce | Qualified | Vikram Singh | 14d | ₹12.0L |
| Shakti Precision — tooling refit | Metaldur | Qualified | Sneha Iyer | 3d | ₹8.6L |
| Meraki Alloys — carbide rods Q3 | Carbiforce | Qualified | Priya Sharma | 9d | ₹4.2L |
| Sunrise Castings — inserts, 3 SKUs | Carbiforce | Contacted | Priya Sharma | 1d | ₹3.9L |
| Orion Diecast — wear parts | Metaldur | Qualified | Rohan Gupta | 2d | ₹3.4L |
| Falcon Forge — brazed tools | Carbiforce | GSTIN pending | Priya Sharma | 4d | ₹1.8L |
Sales orders in flight
7 of 48
Where every open order sits · click a stage to update
| Order | Company | Stage | Rep | Age | Value |
|---|---|---|---|---|---|
| SO-26-0143 — Meraki Alloys | Carbiforce | Draft | Priya Sharma | today | ₹2.4L |
| SO-26-0139 — Deccan Tools | Carbiforce | Draft | Priya Sharma | 2d | ₹2.1L |
| SO-26-0138 — Shakti Precision | Metaldur | Packed | Sneha Iyer | 1d | ₹1.6L |
| SO-26-0136 — Orion Diecast | Metaldur | In transport | Rohan Gupta | 3d | ₹1.2L |
| SO-26-0134 — Sunrise Castings | Carbiforce | Invoiced | Priya Sharma | 2d | ₹0.9L |
| SO-26-0131 — Vertex Tools | Carbiforce | Payment pending | Karan Patel | Net 30 · due Fri | ₹0.7L |
| SO-26-0128 — Falcon Forge | Carbiforce | Paid | Ananya Rao | ✓ | ₹1.1L |