User Accounts & Passwords

Configure user credentials, set passwords, adjust roles, and manage system access.

Add New User

Username	Password	System Role	Actions

Total Orders Received 2026-27

Track business achievements, contract values, project segments, and dispatch status for the current financial year.

Add Data

Annual Target Accomplishment

₹ 0 / ₹ 5,00,00,000

0% Achieved

All Segments Wet Cast Paver Plant Mixer Backup Plant Backup Plant KBT Press Machine Dry Mix Motar Plant Other All Statuses Pending In Production Partially Dispatched Dispatched

Date	Customer Name	Project Segment	Order Value	Source	Dispatch Status	Generated / Closed By	Actions

No orders received match your criteria.

Click "Add Data" to register a new order receipt.

Hot Customers (Prospective Orders)

Manage and track high-priority pipeline prospects, order estimates, and engagement status.

Add Hot Customer

Total Prospective Order Value

₹ 0

All Members Shrikant Kulkarni Charushila Chormale Kailesh Sawant Poonam Mane Pranav Gonugade Balasaheb Gonugade Sudhakar Kore

Date Added	Customer Name	Project Segment	Estimated Order Value	Source of Order	Sales Representative	Actions

No hot customer records registered.

Click "Add Hot Customer" to register a new lead.

Orders Inhand

Track production pipeline, machines booked, quantity details, and estimated dispatch dates.

Add Order

Orders Inhand Summary

0 Orders | ₹ 0

Active Production

All Members Shrikant Kulkarni Charushila Chormale Kailesh Sawant Poonam Mane Pranav Gonugade Balasaheb Gonugade Sudhakar Kore

Date Registered	Customer Name	Machines & Quantities	Order Value	Dispatch Target	Status	Assigned Member	Actions

No inhand orders found matching your criteria.

Click "Add Order" to register a new order inhand.

Pending Orders (Overdue)

Track orders that have missed their target dispatch deadline and remain undispatched.

Pending Orders Summary

0 Orders | ₹ 0

Overdue Dispatch

All Members Shrikant Kulkarni Charushila Chormale Kailesh Sawant Poonam Mane Pranav Gonugade Balasaheb Gonugade Sudhakar Kore

Date Registered	Customer Name	Machines & Quantities	Order Value	Dispatch Target	Status	Assigned Member	Actions

No pending orders found.

All active orders are currently within their target dispatch deadline.

Pending Retention Amount

Track dispatched orders with outstanding retention payments and remaining amounts.

Add Data

Pending Retention Summary

0 Orders | ₹ 0

Accounts Receivable

ID	Customer Name	Dispatch Date	Total Order Value	Remaining Retention Amount	Order Member	Actions

No pending retention records found.

Click "Add Data" to register a new retention record.

Marketing KPI Sheet 2026-27

Monthly target metrics, inquiries follow-up, negotiations progress, and overall hit ratios.

Fill KPI Data

#	Metric	Status	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Jan	Feb	Mar

Welcome back, Administrator

Here is the real-time operational status for Balaji Group across all key departments.

New Quotation Add Task

Total Orders Received 2026-27

₹ 0

Target: ₹ 5,00,00,000 0% Achieved

Prospective Orders (Hot Customers)

₹ 0

Hot Prospects High Priority Pipeline

Orders Inhand

0 Orders / ₹ 0

Active Inhand Production pipeline

Pending Orders

0 Orders / ₹ 0

Overdue Dispatch Missed deadline

Pending Retention Amount

0 Orders / ₹ 0

Retention Outstanding Order Val: ₹ 0

Checklist Tasks Completed

6 / 10

60%

Quotations Drafted

12

14.2% this month

Departmental Activities Overview

Live Monitor

Marketing (Quotes)

Production (Work Orders)

Accounts (Ledger)

Recent System Activity

Clear Logs

• HR Department 10 mins ago

  New employee record created for Rajesh Kumar (Production Officer).

Quotations

Generate, edit, track and print professional business proposals and quotations.

Manage Predefined Machines Manage Predefined Quotations Generate Quotation

All Statuses Draft Sent Approved Declined All Types Standard Customised Newest First Oldest First Highest Amount Lowest Amount

Quotation ID	Client Name	Date	Valid Until	Net Amount	Type	Status	Actions

No Quotations Found

Try refining your search terms or create a new quotation proposal.

Work Checklist & Members

Organize, track, and manage departmental assignments and member performance targets.

Add New Task Register Member

General Tasks Board Member Performance Tracker

Department Execution Index 6 of 10 tasks completed (60%)

60%

All Departments Marketing Sales Accounts Purchase Production HR All Priorities High Priority Medium Priority Low Priority

To Do 2

In Progress 2

Completed 6

All Departments Marketing Sales Accounts Purchase Production HR

From

To

No Team Members Configured

Register team members and assign tasks to track their performance.

Accounts & Invoicing

Manage tax compliance, client billing invoices, and accounts receivable.

Awaiting Payment

₹ 3,45,200

8 outstanding invoices

GST Liabilities (Q2)

₹ 1,12,000

Due on 20th next month

Recent Invoices

Invoice ID	Client	Issued Date	Due Date	Amount	Status
INV-2026-009	TATA Enterprises	02 Aug 2026	02 Sep 2026	₹ 4,80,000	Paid
INV-2026-010	Reliance Industries	04 Aug 2026	04 Sep 2026	₹ 2,15,500	Pending

Expense Tracking

Review internal purchase ledger expenditures and reimbursement requests.

Expense Ledger

Financial analytics dashboard for expense classifications.

Tax & Audit Reports

Tax statements, GST reports, and trial balances.

Financial Audit Files

Automated GST breakdown and auditor portal access.

Sales Pipeline

Track business leads, deal value, and customer conversions.

Leads in Pipeline

42 Active

Weighted value: ₹ 14L

CRM Client Directory

Customer details, historical contracts, and account managers.

Client Name	Industry	Primary Contact	Sales Executive	Rating
Adani Ports	Infrastructure	Amit Shah (VP)	Vikram Singh	⭐⭐⭐⭐⭐

Purchase Orders

Issue raw material purchase requests and track inbound supplies.

PO Number	Supplier	Category	Status
PO-2026-077	Apex Steel Tubing	Raw Steel Reels	Shipped

Vendor Profiles

Manage list of external vendors, credit agreements, and delivery ratings.

Factory Work Orders

Oversee machine assembly logs, output targets, and shop floor status.

Quality Inspection

Log defect ratios, batch safety criteria, and ISO inspections.

Employee Directory

Manage staff rosters, contact books, salaries and job categories.

Add Employee

Staff ID	Name	Department	Designation	Join Date	Status

Leave Management

Monitor sick leaves, annual vacations, and attendance statistics.