Welcome Back 👋
Sign in to manage your NRG AI sales leads
NRG AI Secure Sales System
Skip to dashboard content
Sales Lead Dashboard

🔔 Notification Center 0 unread

Loading notifications…

🕒 Activity Timeline

Persisted AuditLog · actor, role, action, path and status
Loading activity…

Shows persisted audit records. Older records created before audit tracking was enabled cannot be assigned an actor retroactively.

📤 Export Center

Live data · manager and admin
Choose a report. Empty dates include all available records.

CSV, Excel, PDF and printable reports are generated from the protected backend using real database records.

📊 Reports Center

Daily / monthly summaries from saved records
Choose a report and date range.

Sales and revenue use actual saved sales. Follow-ups show currently scheduled items. Employee names appear only when a salesperson ID was saved with a sale.

🔐 Employee Login Accounts

These accounts are saved in the database for login. The older Employee & Technician staff profiles elsewhere on this page are stored in this browser.

✅ Step 2 — Select Module Access
Choose a role first…
The chosen role is the maximum permission level. Dashboard always stays enabled. A selected module cannot bypass backend role restrictions.
Loading accounts…
Change my password

Employee logins and module selections are database-backed. Admin manages module checklists; non-admin roles can never gain permissions outside their role. Existing accounts without a custom selection keep their role defaults. New passwords require at least 12 characters.

🎛️ My Dashboard Preferences

Saved per logged-in user in the database.

Loading preferences…

⚙️ Dashboard Settings

Saved settings apply to this dashboard after login. Company and notification choices are shared across managers.

Loading settings…

🛡️ Data Safety & Backup

Admin-only operational backup. Authentication secrets and API keys are never included.

Not checked yet.

🎙️ NRG AI Voice Assistant

Employee Assistant

🟢 Voice Assistant Ready

बोलें: “Sales History खोलो”, “Customer Rahul खोजो”, “विक्री अहवाल उघडा”, या AI से सवाल पूछें।

Microphone दबाकर बोलें
👋 नमस्ते! मैं NRG AI हूँ।
आप मुझसे बोलकर काम पूछ सकते हैं।
TOTAL LEADS
0
NEW
0
INTERESTED
0
FOLLOW-UP
0
CONVERTED
0

📅 Upcoming Follow-ups

Loading follow-ups...

🕘 Follow-up History

Loading history...

📊 Advanced Sales Analysis

Master structure first. Detailed analytics will be developed one-by-one.

TOTAL SALES
—
Selected period
REVENUE
—
Sales value
CONVERSION RATE
—
Leads → Sales
AVG. DEAL VALUE
—
Average sale
PREVIOUS PERIOD SALES
—
Comparison
PREVIOUS PERIOD REVENUE
—
Comparison
NEW LEADS
—
Selected period
INTERESTED
—
Selected period
FOLLOW-UPS
—
Selected period

📋 Detailed Sales Report

Generated from the same live API data and selected date range
Report will appear after the analysis loads.

📈 Sales Trend

Revenue / sales over time
⏳ Loading sales trend...

🎯 Sales Funnel

Lead → Conversion
⏳ Loading sales funnel...

🚗 Vehicle Sales Overview

Live vehicle-wise sales
⏳ Loading vehicle sales...

🏆 Sales Performance

Live salesperson performance
⏳ Loading sales performance...
Select dates to load employee performance.

📑 Analysis Tools

🚗 Vehicle-wise Analysis

Complete vehicle sales structure — analytics will be upgraded feature-by-feature.

TOTAL VEHICLES SOLD
—
Selected period
TOP VEHICLE
—
By sales count
VEHICLE REVENUE
—
Available sales amount
MODELS TRACKED
—
Unique vehicle names

🚘 Vehicle Sales

Sales by model
⏳ Loading vehicle sales...

💰 Vehicle Revenue

Revenue by model
⏳ Loading vehicle revenue...

⚖️ Model Comparison

Compare models
⏳ Loading model comparison...

🎯 Vehicle Conversion

Leads → Sales
⏳ Loading vehicle conversion...

📋 Vehicle Performance Table

Model-level detailed view
⏳ Loading vehicle performance...

👤 Customer Profile

Complete customer master profile — identity, lead status, vehicle interest, journey and activity.

👥 Customer Directory

Select a customer to open the complete profile.
0 customers
Loading customer directory...

Edit customer
Select a customer to view quick action history on this device.
👤
Select a customer
Customer profile is ready
LEAD STATUS —
PRIORITY —
INTERESTED VEHICLE —
NEXT FOLLOW-UP —

👤 Basic Information

Select a customer to view basic information.

🚗 Vehicle Interest

Select a customer to view vehicle interest.

🔄 Customer Journey

Select a customer to view the customer journey.

📝 Notes & Activity

Select a customer to view activity.

💰 Purchase / Sales Information

Select a customer to view purchase / sales information.

🧾 Verified Purchase History

Select a customer to view actual Sales API records.

🔍 Advanced Search & Filters

📄 Documents & Customer Timeline

Customer-specific documents and important profile events.
📁 Documents
Select a customer to view documents.
🕐 Timeline
Select a customer to view timeline.

🏆 Customer Overview

Quick relationship and engagement summary for the selected customer.
No customer selected
Select a customer to view the relationship summary.

🔥 Customer Leads

ID CUSTOMER PHONE EMAIL VEHICLE CITY BUDGET FINANCE STATUS PRIORITY NEXT FOLLOW-UP ACTION
Loading leads...

🛠️ Service & Battery History

Customer-wise service, battery and warranty record
🔧 Services0
🔋 Battery—
🕐 Last Service—
🔔 Next Service—

➕ Add Service Record

🔋 Battery Information

🧰 Service History

Select a customer to view service history.

💳 Payment & Finance History

Customer-wise payment, EMI and transaction summary
Select a customer to manage payment & finance details.

🛡️ Warranty & Complaint Management

Customer-wise warranty coverage and complaint tracking
Select a customer to manage warranty & complaints.

📞 Customer Communication & Follow-up Center

📞 Calls
0
💬 WhatsApp
0
✉️ Emails
0
⏰ Overdue
0

🕐 Communication Timeline

Select a customer to view communication history.

📊 Customer Analytics & Insights

Live customer, sales, service, payment, warranty and communication insights
Loading customer analytics…

📄 Customer Documents & KYC Center

Customer-wise document records, expiry tracking and KYC status
Select a customer to manage documents.

📦 Vehicle & Battery Inventory

Stock, reservations and battery inventory
🚗 Total Vehicles0
🟢 Available0
🟡 Reserved0
🔴 Sold0
🔋 Total Batteries0
🟢 Battery Available0
🟡 Battery Low Stock0
🔴 Battery Out0

🚗 Add Vehicle Stock

🔋 Add Battery Stock

🚗 Vehicle Stock

🔋 Battery Stock

🛠️ Service Center Management

Customer-wise service job cards, technician work and delivery tracking
Select a customer to manage service jobs.

🔩 Parts & Spare Inventory

Manage spare parts, stock movement, pricing and low-stock alerts
🔩 Total Parts
0
📦 Total Stock
0
🟢 Available
0
⚠️ Low Stock
0
🔴 Out of Stock
0

➕ Add Spare Part

📦 Parts Stock

Loading spare parts...

🏢 Supplier & Purchase Management

Supplier profiles, purchase orders, payments and receiving
🏢 Suppliers
0
🧾 Purchase Orders
0
⏳ Pending
0
📦 Received
0
💰 Purchase Value
₹0

🏢 Add Supplier

🧾 New Purchase Order

📋 Supplier & Purchase History

No suppliers added yet.

👨‍🔧 Employee & Technician Management

Staff profiles, roles, assigned work and workload tracking
👥 Total Staff
0
🟢 Active
0
👨‍🔧 Technicians
0
📋 Assigned Jobs
0
⏳ Open Jobs
0

➕ Add Employee / Technician

👥 Employee Directory

No employees added yet.

📋 Assign Service Job

🕐 Attendance & Staff Performance

Daily attendance, employee workload and performance summary
👥 Staff
0
🟢 Present
0
🔴 Absent
0
🟡 Leave
0
📋 Jobs Completed
0

🕐 Mark Attendance

📅 Attendance Filter

Records are stored locally in this dashboard.

📋 Attendance Records

No attendance records yet.

📈 Staff Performance

No employee data available.

⏱️ Automatic Employee Attendance

Employee check-in, check-out and working-hours tracking
👥 Employees
0
🟢 Checked In
0
🔵 Checked Out
0
⏱️ Hours Today
0h
📅 Today
—

👤 Employee Check-In / Check-Out

📋 Today's Attendance

No attendance records today.

🛠️ Service Job Management

Job cards, customer vehicles, technicians, parts and service billing
🧾 Total Jobs
0
🟡 Pending
0
🔵 In Progress
0
🟢 Completed
0
💰 Service Value
₹0

➕ Create Service Job Card

📋 Service Job Cards

🧾 Service Billing & Invoice

Create invoices from service jobs, calculate GST and track payments
🧾 Invoices
0
💰 Total Billing
₹0
🟢 Paid
₹0
🟡 Partial
₹0
🔴 Unpaid
₹0

➕ Create Service Invoice

📋 Invoice History

👤 Customer Service History

Complete customer-wise service, vehicle and invoice history
👥 Customers
0
🚗 Vehicles
0
🛠️ Service Jobs
0
🧾 Invoices
0
💰 Total Spent
₹0

🔎 Customer Search

🚗 Record Actual Vehicle Sale

Enter only a real completed vehicle sale. No demo or fake sales are created.

📋 Sales History

Actual vehicle sales saved in the database.
Sale ID Customer Vehicle Final Amount Payment Mode Payment Status Salesperson Sale Date Status Actions

📊 Salesperson Performance

Real salesperson sales and revenue calculated from saved Sales records.
RANK SALESPERSON EMPLOYEE ID SALES REVENUE AVG. SALE PAID PENDING REVENUE SHARE LATEST SALE

🧾 Vehicle Invoice History

Real database invoices. Sale-linked invoices have full actions; older unlinked records are marked Legacy.
Invoice ID Invoice No. Sale ID Customer Vehicle Final Amount Payment Method Status Created Actions

📞 Customer Service & Follow-up

Real CRM follow-ups — existing backend flow

👤 Lead Management

Real CRM lead records — no dummy data
Total Leads0
New0
Qualified0
Converted0
Lost0
CustomerPhoneVehicleStatus Next Follow-upNotesActions
Loading leads...

New Lead

🔋 Battery Management

Real battery records — connected to /api/Battery
Total0
Available0
In Service0
Low Health0
Inactive0
BatteryCustomerBattery Spec VehicleHealthStatus WarrantyActions
Loading batteries...

Add Battery

🔧 Battery Service Management

Real service records — connected to /api/BatteryService
Total Services0
Pending0
In Progress0
Completed0
Total Cost₹0
ServiceBatteryCustomerVehicle Problem / ServiceTechnicianDate CostStatusActions
Loading service records...

New Battery Service

🔧 Battery Service Details

Complete service information

Loading service details...
Service ID—
Service Type—
Status—
Service Date—

👤 Customer

Name—
Phone—

🔋 Battery

Battery ID—
Brand—
Type—
Serial Number—
Voltage—
Capacity—
Current Health—
Warranty End—

🚗 Vehicle

Vehicle Model—
Registration—

🛠️ Service Work

Complaint / Problem
—

Work Performed
—

Technician—

❤️ Battery Health

Health Before—
Health After—

💰 Cost

Parts₹0
Labour₹0
Total₹0

📅 Follow-up

Next Service Date—
Invoice Number—

📝 Notes

—

🔄 Change Status

📋 Full Battery Service History

Select a service to load history.