VSC Sales Dashboard

📞 Day 0 — Call to Debashish + Email reminder

📞 Day +1 — Second call to Debashish

🚨 Day +2 — Escalation call to Sandeep

Total Leads

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All time

This Week

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Last 7 days

Today

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Submitted today

Overdue

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Past deadline

Due Today

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Action needed

🔴 Critical

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High priority

🟡 Moderate

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Medium priority

🟢 Low

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Low priority

📅 Meeting Fixed

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Meeting scheduled

📝 Engagement

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Letter sent

🏦 Banker Ready

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Investor / Banker ready

🏆 Deal Won

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Closed successfully

❌ Rejected

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Deal lost

All Leads

Date	Name	Designation	Company	Phone	Next Action	Action Date	Submitted By	Status	Category	Docs	Actions
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New lead action In Progress Overdue Closed Click any day cell to see all leads for that date

Add New Lead

Tab 1 fields are required. Financial details (tabs 2–7) are from the Debt/Equity checklist — fill what's known at the time of meeting.

📋 Lead Information

Contact Name *

Designation *

Phone Number *

Email Address (for newsletters)

Alternative Phone Numbers

Company Name *

GSTIN (GST Number)

Amount of Funds Needed (in Crores)

Meeting Date *

Your Name

Lead Name *

Industry / Sector

Priority Category *

Start Date

Due Date

Next Meeting Date

Engagement Signing Date

Due Time (for reminders)

🎯 Purpose of the Meeting First 3 required

1

Minimum 10 characters

2

Minimum 10 characters

3

Minimum 10 characters

Outcome & Next Proposed Action *

Next Action Deadline * (Reminders will trigger on this date)

💰 Borrower & Loan Details OPTIONAL

#1 — Who is Borrower

#2 — Total Money Requirement (Loan Amount) ₹

#2(a) Debt Breakdown ₹

Working Capital

Term Loan

Takeover

#2(c) Equity Breakdown ₹

Working Capital

Term Loan

Takeover

🏠 Security Details OPTIONAL

#3 — What is Security

#3(a) Residential (Value ₹)

#3(b) Commercial (Value ₹)

#3(c) Third Party / JV

#3(d) Detail of Security Owner

#3(e) Property Title Certificate Date (from Reputed Law Firm)

If Share is a Security (#4)

#4(a) Demat Account Certificate / Copy

#4(b) Pledge % Already Pledged

#4(b) Amount Borrowed Against Pledge ₹

#4(c) SEBI Restrictions on Share Funding?

No Yes — details below

SEBI Circular Details (if yes)

#5 — Valuation Report Date (CRISIL / Kotak / HDFC Empanel Valuer) Valid 6 months from issue

📈 How Will Repay (#6) OPTIONAL

Enter figures for each financial period (₹ in Lakhs or as agreed).

Metric	1 Oct'21 – 31 Mar'22	1 Apr'22 – 30 Mar'23	1 Apr'23 – 30 Sep'24	1 Oct'24 – 31 Mar'25
#6(a) Cash Flow
#6(b) Top Line
#6(c) EBITA
#6(d) PAT

📊 CIBIL Report (#7) OPTIONAL

#7(a) Company CIBIL Score

Company CIBIL Remarks

#7(b) Promoters CIBIL Score

Promoters CIBIL Remarks

#7(c) All Group Company CIBIL

🏦 Existing Sanction Letters — All Lenders (#8) OPTIONAL

🔍 Audit & Personal Discussion (#9–#12) OPTIONAL

#9 — Name of Auditor & Address

#9A — Auditor Email ID

#9A — Auditor Phone No

Enter dates for each financial period (dd/mm/yyyy or use date picker):

Document	1 Oct'21 – 31 Mar'22	1 Apr'22 – 30 Mar'23	1 Apr'23 – 30 Sep'24	1 Oct'24 – 31 Mar'25
#10 PD with Promoters
#11 PD with CFO
#12 Confidential Report

✅

Lead Submitted!

Saved to dashboard. Debashish will be notified.
Reminders will trigger on the action deadline date.

📞 Reminder Call Log

Tracks all automated reminder calls placed to Debashish & Sandeep

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Total Called

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Acknowledged

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Pending Ack

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Escalated

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👥 Contacts

Manage your mailing list by sector — used for newsletter targeting

Name	Email	Company	Sector	Designation	Phone	Actions
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📧 Newsletter

Compose & send targeted newsletters to leads by industry sector

✍️ Compose Newsletter

Target Audience (Sector)

Select sector to preview recipients

Email Subject

Email Body

📋 Send History

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🏭 BIDA Registrations

Click a row to view details, update status & assign actions

DATE	NAME / ORG	PHONE	CITY	DEPT INTEREST	STATUS	ASSIGNED TO
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🤝 Consultant Hub

Manage consultants, projects & activity logs

📋 Agenda & Outcome

Track daily agendas, outcomes and next actions

👥 HR Portal

Manage jobs, applications, interviews & offers

Title	Department	Type	Location	Status	Posted	Applications	Actions
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Date	Name	Role	Experience	Phone	Stage	Resume	Actions
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🔐 Users & passwords

Only Super Admins can see this page. Passwords are stored scrambled (hashed) — nobody, including you, can read one. When you set or reset a password the person is asked to choose their own the next time they sign in, and is signed out on every other device straight away.

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All

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⏳ Pending Approval

0

Today

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This Week

0

>3d Late

0

Done / Failed

0

🚨 Urgent

0

⭐ Top

0

🏢 In-house

0

📞 Calls

0

💰 Funding

0

All Tasks & Projects

S.N	File No	Type	Title	Assigned To	In-charge	Priority	Category	Status	Start	Due Date	Milestones	Actions
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