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 DASHBOARD

This Week This Last Two

Month Months

My Visits -- -- --

Kms -- -- --
Travelled
Active -- -- --
Days

● Day Plan
● Update Profile
● Notification
● Summary

PROFILE VISITS
Day Plan

● Start your Day (End

● Change PJP ( when asked by

CUE )
Notification

● Approve the PJP change

● Best Performers this Month
●Assign a CUE for new
Customer
● New Visit

● See Visit Details

PROFILE VISITS
See Visit Details

● Date Wise

● Customer Wise
New Visit Details (New Customer)
● Customer Name -
● Purpose -
○ Cold Call ○ Demo
○ Agreement ○ Other
● Potential for Devices - *****
Choose Device ˅
Choose No. ˅
+ADD
● Potential for Pellets -
--------- TPM
● The fuel used by customer -
○ LPG ○ Diesel ○ Others
● Amount of fuel required in month -
------------ ltr/kg
● No. times food is prepared per day -
------------
● Average no. of meals consumed per
day - -----------
● Customer Response -
○ Asked for time
○ Agreed for demo
○ Agreed for instalallation
○ No response/customer was una
○ Denial - vialable
○ Agreement Signed

SAVE
For new customer when boiler is
suggested in potential devices

● Boiler capacity ---

● Running time for boiler –

● LPG or fuel consumption --

New Visit Details (Old Customer)

● Customer Name -
● Customer ID -
● Purpose -
○ Sales follow-up
○ Payment Collection
○ Other
● When other is chosen then
Specify the Reason
 Payment Collection -
1. Amount Collected
2. Collected as ( cheque, cash etc)
3. Details (Cheque no. DD no., etc.)
Agreement -
1. Agreed for deposit (yes or no)
2. Amount collected as deposit
3. Amount collected as – (cheque,
Cash, DD, etc.)
4. Details
Sales follow-up
1. Customer complaint
2. Remarks

For new customer

1. Come by Self or Appoitment

For old customer add order taken

Summary

● Cold Calls –
● Demo Performed –
● Agreement signed –
● Pellets order taken –
● Order PSPM –
●Order PBPM –
● Payment Collection –
● Totral No. of Visits --