SalesLead and the service reporting agent, side by side
Age and SLA status are worked out when you open this page, from the logged time and the SLA hours on the tracker's Config tab (Critical 4h respond / 24h escalate, Major 8h / 48h, Routine 24h / 72h).
| Ticket | Customer | Model | Priority | Status | Engineer | Age | SLA now |
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Every request logged on the tracker's Spares tab
| Request | Ticket | Customer | Part | Status | Source | Decided |
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Open tickets and PM visits per engineer. Click a name for the detail.
| Engineer | Tickets | SLA breached | PM overdue | PM next 15d | Contracts ending |
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AMC and CAMC contracts expired or ending within 90 days, soonest first. The tracker holds no contract value, so none is shown.
| Customer | Site | Model | Type | Ends | Days left | Engineer |
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WhatsApp messages per day, last 15 days (IST)
Quiet means no outbound message for 6 hours
Messages by type, last 7 days, top eight
Outstanding balance by days past due date
Outstanding, with the overdue part
Largest outstanding balances, top ten
| Customer | Outstanding | Overdue | Oldest |
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Money tied up that is not an invoice
Payments received, from the Payments_Log tab
| Date | Customer | Received |
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Not yet cleared, soonest first. Negative days means the cheque date has passed.
| Customer | Cheque date | Days | Amount | Status |
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Overdue invoices ranked by amount and age, top twelve
| Invoice | Customer | Company | Balance | Days over | Last follow-up |
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Active leads at each stage
Active leads, with HOT leads still open
Active leads, with how many are won
By the month each lead was entered
Top ten by active leads
| Rep | Leads | Won | Overdue |
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Scheduled in the next 45 days
| Date | Facility | Product | Engineer | Status |
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Date passed, no feedback submitted, oldest first
| Date | Facility | Product | Engineer | Days ago |
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Open HOT leads past their follow-up date, oldest first, top ten
| # | Facility | Rep | Product | Stage | Follow-up was due | Days over |
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