Actis Technologies

Sales Manager Command Center
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ACTIS TECHNOLOGIES

Sales Manager Command Center

A VP-ready pipeline view for focus, forecast, and rep accountability.

No data loaded
Active Pipeline
Rs 0
Import CSV to calculate
Weighted Forecast
Rs 0
No records loaded
Needs Action
0
Rep accountability flags
Closing Month
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Forecast focus

Import Setup

Browser only

Export your pipeline from VTiger, then drop the file in the sidebar import box.

VTiger URL optional, enables direct links when numeric record IDs exist
1
In VTiger, open Opportunities or Potentials.
2
Use Actions -> Export, choose all records, and export as CSV.
3
Drop the downloaded file into the sidebar import zone.
Expected columns: Opportunity Name, Sales Stage, Amount, Expected Close Date, Assigned To. Minor naming variations are mapped automatically.

Pipeline by Stage

Zero state
L0 Lead/Prospect
Rs 0
L1 Needs Analysis/Qualification
Rs 0
L2 Proposal/Price Quote
Rs 0
L3 Negotiation
Rs 0
L4 Closed Won
Rs 0
Delayed/Deferred
Rs 0
Once loaded, this area becomes the live dashboard with VP Focus Panel, Pipeline & Funnel, Team Performance, Rep Accountability, and Top 25 Opportunities.
Private:
Fully private and self-contained. CSV data is processed inside your browser and is not sent to any external server.
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