Wegasolar Documentation CRM

Active customers

0

Ongoing trial records

Customers currently stuck

0

At least one active blocker

Incomplete documents

0

Active blocker reason

Ready for Operations

0

Meenu entered Y

Priority customer work

Highest-risk items first

Customer	Category	Eligible next action	Owner	Status

Team queue

Open work by owner

Feasibility expiry reminder

W entered but AE · Registration fee is still unpaid

30-day validity watch

Fee pending after W

0

AE remains vacant

Expiring in 7 days

0

Immediate follow-up

Already expired

0

Feasibility recheck required

Customer	W · Feasibility	Expiry date	Time remaining	Responsible	Action

Rule: W starts the 30-day window. AE stops this reminder. Expired cases require Meenu to recheck feasibility before work proceeds.

Nandhana · Subsidy payment stages

Applicable subsidy cases after plant commissioning

Count-based dashboard

Post-commissioning subsidy cases

0

AG completed and subsidy applicable

Subsidy credit pending

0

AP not entered

Subsidy credited

0

AP entered

Possible payment influence

0

Confirm exact amount in Reshma ledger

Subsidy stages are an indication only. Nandhana follows subsidy-related pending; Reshma's Tally ledger balance remains the amount source; Sam closes AQ after zero-balance confirmation.

Why customers are stuck

Live count of active blockers by reason

Active blockers only

Find customer and update

CRM authority: saving here creates a permanent CRM customer record. It does not write back to Google Sheets.

New customer signup

Create the customer, equipment specification and applicable document checklist

Customer and site details

Fields normally captured when the customer record is created

Customer code

Applicant name

Active mobile number

Secondary contact number (Optional)

Active email ID

KSEB section

Consumer number

Under-construction customerUse only when the consumer number is unavailable because the home is under construction.

WhatsApp group start / signup date

Full site address

Local body

PIN code

Location and work order

Site location link

Project classification and status

These replace the old subsidy, loan-status and customer-status columns with clearer choices

Project category

J · Subsidy treatment

Customer status

Pause reason

Reason documentation verification is pending

Signup remarks

Signup equipment specification

Meenu may record up to two candidate panel brands and two candidate inverter brands

System capacity

Panel wattage

Panel brand option 1

Panel brand option 2

Panel quantity

Panel type

Inverter brand option 1

Inverter brand option 2

Inverter capacity

Inverter quantity

Applicant documents and details

Choose only what applies. Uploading a copy is optional.

Initial project blockers

Meenu can select all known difficulties during signup. The start time is recorded automatically and the blocker can be cleared later.

Initial blocker remark

Open KPI activities

Pending & Upcoming by Employee

Official workload from Total Pending + Upcoming Report

KPI Tracker snapshot

OverdueDue TodayUpcoming 7 WDUpcoming 8–30Later

Employee	Overdue	Due today	Upcoming 7 WD	Upcoming 8–30	Later	Data issues	Blocked	Total open

Count vs Period: every result comes from the saved completion date of the selected milestone.

Nitha · Weekly KPI Review

Review only KPIs that require Nitha's assessment. Automatic KPI scores continue to come from CRM milestones.

Weekly review

Missing Manager Reviews: 0

Saved CRM reviews close these reminders automatically. Nothing is created from the legacy Sheet.

Last week overdue0

Current week pending0

Older backlog0

Employee	KPI	Official week ending	State	Action

Recent KPI Reviews

Saved reviews feed the selected KPI period. N/A removes that KPI weight from the employee denominator.

Week ending	Employee	KPI	Achievement / score	Status	Reference / evidence	Reviewed by	Review control

KPI and workflow activity

Documentation performance from new signup through subsidy and second-loan credit

Documentation + management

PROVISIONAL

Checking required Nitha KPI Reviews.

PROVISIONAL

Current KPI score

—

Select a weekly or monthly period

Previous period

—

Comparison appears for official periods

Completed activities

0

Selected KPI period

Data Coverage

0%

Official KPI records available

Calculation and audit information

Customers touched

0

Unique customers with completion

Active metrics

0

Metrics with at least one completion

Selected metric

—

No metric selected

Working days

0

Tracker calendar applied

Historical baseline

0

Pre-03-Aug entries retained, not timestamp-scored

SLA calendar: Monday–Saturday can be working days. Sundays and every HR-approved tracker date marked No are excluded. A deadline landing across excluded dates moves forward by the exact number of working days required.

Data Coverage and Missing KPI Entries

Coverage checks whether each official KPI has a system-calculated result or a completed Nitha KPI Review. Missing records are warnings—not zero scores.

Active employee	Expected KPIs	Covered	Coverage	Missing KPI entries	Period activity

Employee Scores

Achievement, applicable weight and earned marks use the same eligible-versus-compliant KPI calculations. N/A weights are excluded.

Employee	Normalized score	Applicable weight	Earned marks	Band	Rank

Ranking rule: rank is shown only after Nitha finalizes the completed period. Until then, scores remain PROVISIONAL.

Outstanding · 90–100% Strong · 75–89.9% On Track · 60–74.9% Needs Attention · 40–59.9% Critical · Below 40% N/A · No scored KPI

Detailed KPI calculation

Owner	KPI	Measurement	Eligible	Compliant	Achievement	Weight	Earned Marks

Permanent First-Entry Timestamp Audit

The first saved timestamp is locked. Corrections, clearing and backdated changes remain in the audit trail and cannot reset the original entry time.

Owner	KPI	Scored entries	Compliant	Issues	Baseline · history only	Entry standard

Baseline rule: activity dates before 03-Aug-2026 remain visible in history and activity counts, but are excluded from timestamp scoring and data-quality penalties. Manager-input KPIs continue through Nitha’s normal review and are not changed by this timestamp baseline.

Data-Quality Exceptions

Late, backdated, missing, deleted, invalid and future-dated entries in the selected period.

Customer	Owner / KPI	Milestone	Actual date	Original entry time	Issue

Complete KPI-code linkage

Official tracker mapping for every active ME, AN, ND and RH KPI. Nitha KPI Review items remain visible and are not treated as automatic milestone scores.

Owner	KPI	KRA / measurement	Target / SLA	Weight	Evaluation	CRM source

Workflow Activity Counts

Completion volume by saved milestone date.

Owner	KPI / Type	Metric activity	Source milestone	Count

Selected Metric Activity

Select a metric to view its daily count and completed customers

Select a metric above to view its daily activity.

Each bar is the number completed on that date.

Customer	Project category	Owner	Completed date
Select a metric above.

Operations flow: each active project appears once at its present stage. Parallel actions after AG remain visible together and are not collapsed into one next action.

Ready for assignment

0

Y entered, AA vacant

Supervisor assigned

0

AA entered, AB vacant

Installation in progress

0

AB entered, AC vacant

Work completed · KSEB follow-up

0

AC entered; AD, AE or AG pending

Awaiting commissioning

0

AD + AE done, AG vacant

Commissioned

0

AG entered

Operations Stage Pipeline

Unique active projects by their current Operations position

Live CRM data

Product specification auditChecking approved and MNRE specifications…

Approved material records

0

Latest approved versions

Final ↔ MNRE aligned

0

Formatting differences ignored

MNRE correction required

0

Final and MNRE details differ

Actual delivery recorded

0

Automatically uses Sam-approved final

Customer	Original proposal	Sam-approved final	Actual delivered	Current MNRE	Result

Operations Project Detail

Supervisor, current stage, blockers, all eligible next actions and data warnings

Customer	Current stage	Supervisor	All active next actions	Responsible owner(s)	Blocker	Days in stage	Data issue

Counting rule: one customer is counted once in the stage pipeline. A customer may still show several simultaneous next actions—for example Nandhana AL–AP and Rahul T–U after AG.

Reshma · Accounts & Payment

Payment completion pending

0

AA + AC entered; AQ open

Awaiting Reshma review

0

No ledger entry, or zero not confirmed

Payment follow-up open

0

Ledger balance above zero

Ready for Sam closure

0

Tally ₹0 or full round-off approved

Payment follow-up

Pending Tally balance, payment stages and next action.

Reminders

Reminder timing is separate from payment status.

Priority order

Overdue and nearer reminders appear first.

Balance summary will update with the current list.

✓ Loan credited / Plant commissioned / Subsidy released · Pending · — not started. Amber ring 0–2 days · Blue ring 3–7 days. Subsidy release is to the customer. Tally balance is the total pending.

Customer	Balance pending & stages	Supervisor	Action

Loading Attendance…

Full Sheet records

0

Comparison dataset

Trial Eligible

0

Ongoing and AQ not completed

Historical · View only

0

Payment completed, completed or cancelled

Sheet vs CRM differences

0

Checking imported baseline

CRM learning and correction phase

The agreed CRM flow is being tested before the formal 30-day trial

Learning phase

Formal trial start date not yet confirmedFeedback corrections in progress

Go-live approval

Both approvals are required after reconciliation and user testing

Department Head · NithaPending trial completion

One DirectorPending trial completion

CRM vs Google Sheet reconciliation

Differences created after the imported Sheet baseline

Customer	Field	Sheet value	CRM value	Action
Checking comparison…

Trial controls

Safeguards agreed for the first department

No snapshot imported

Gate 1A · global sync lock
The server blocks automatic, manual and backup imports from every CRM page.

Control	Confirmed rule
Official record	Main MNRE Google Sheet during testing
Automatic sync	Globally blocked server-side during Gate 1A, including calls from standard or stale CRM tabs
CRM trial actions	Preserved when Sheet data changes; conflicting CRM entries are not silently overwritten
Cutover	After testing, perform a final sync and disable Sheet reading when the team moves fully to CRM

Global sync lock active

Backup manual snapshot import

Opening your CRM

Sign in to CRM