↗ 12.5%
Pipeline value
R 0
0%
Open pipeline0 of 0 active deals
TODAY
Good morning, James.
Here’s what’s happening across your sales dashboard.
0%
Pipeline GP
R 0
GP percentage0%GP divided by pipeline value
↗ 8.2%
Active installations
0
9 completing this month
↘ 3.1%
Open tickets
0
0%
New + in progress0 open · 0 solved
↗ 18.4%
Revenue this month
R 0
Monthly revenue trendSolar KPIs
Solar sales performance from approved deals, installations and customers.
Sales dashboard stages
Lead, Approved, At the Bank, Declined and Installations across the visible sales board.
Sales pipeline
The full sales board now has its own tab, with expandable space for working deals.
Automations
Quick links for reminders, tagged updates and support notifications.
Support tickets
18 openCustomer issues that need your team’s attention.
CALL PERFORMANCE
Telesales KPIs
Daily and monthly call performance, meeting targets and conversion rate.
Telesales KPI dashboard
30 calls per day and 3 meetings for every 30 calls.
SALES
Sales pipeline
Move solar opportunities from first conversation to signed deal.
| Opportunity | Stage | Value | Product | Owner | Meeting date |
|---|
FINANCE
At the Bank
Track approved deals waiting for bank approval before installations.
At the bank
0Solar deals
0Office automation
0| Deal | Product | Value | Owner | Meeting date |
|---|
▣No deals at the bank yet
Move a deal from the sales pipeline when it is waiting for bank approval.
SALES CALLS
Call list
Capture prospects for each team member and move qualified calls into the sales pipeline.
Add call list entry
Record who was contacted before creating an opportunity.
CUSTOMER RECORDS
Customers
Solar customers and office automation contracts in one place.
Solar customers
0Office automation
0Contracts expiring in 90 days
0| Customer | Product | Sale value | Owner | Installed | Expiry |
|---|
◎No completed contacts yet
Completed installations will appear here automatically.
BACKEND DATABASE
Client Database
View all CRM client records saved in the backend database.
Total client records
0Customers
0Installations
0Sales pipeline
0| Client | Contact number | Product | Owner | Record | Value |
|---|
DELIVERY
Installations
Track won opportunities through scheduling and installation.
Awaiting schedule
0Scheduled
0Ready to complete
0| Installation | Product | Value | Owner | Close date | Status |
|---|
◇No installations yet
Move a sale from the pipeline when it is ready for delivery.
DEAL COSTING
Deal Costs
Record client payments, supplier and site expenses, then split GP between salespeople.
Cost a deal
Choose a client or installation and save the cost breakdown to the client profile.
Saved deal costs
Latest saved costings across customers and installations.
| Client | Payment | Expenses | GP | Sales split | Method |
|---|
STOCK PLANNING
Stock Orders
Build stock lists for each system, save them by name, and edit or delete them later.
Create stock order
Example: save a list as 12kW system stock.
Saved stock orders
Click edit to update a saved system stock list.
| Name | System | Items | Total | Client |
|---|
CUSTOMER CARE
Support tickets
Resolve issues quickly and keep every solar customer informed.
New
0In Progress
0Solved
0⌕
WORKSPACE ACCESS
Team
Add employees who should join the Telconnect CRM workspace.
Add employee
Capture their name, email address, and CRM role.
This opens a ready-to-send email invite. The employee can choose their own password from the invite link.
CRM employees
0 people in this workspace.
PERFORMANCE
Sales reports
Review won sales, conversion performance, and declined deals.
Approved sales
0R 0Gross profit
R 0Sale total minus install costsCompany share
R 050% of GPSales agent share
R 050% of GPDeclined deals
0R 0Conversion rate
0%Approved vs. closed dealsOpen pipeline
0R 0Salesperson performance
Approved, declined, and open deal value by salesperson.
| Salesperson | Approved deals | Approved value | GP | Agent share | Declined | Open pipeline | Conversion |
|---|
Approved sales
Deals marked as approved or moved to installations.
| Deal | Customer | Owner | Sale value | Costs | GP | Company | Agent | Report date |
|---|
Declined deals
Lost opportunities and their value.
| Deal | Customer | Owner | Value | Report date |
|---|
CRM SETTINGS
Settings
Manage configurator products, quote template wording, and ROI defaults.
BACKEND DATABASE
WordPress shared database
This is where the live CRM saves client details, pipeline updates, tickets, quotes, teams, stock orders and settings so every browser can use the same information.
To view the client list, open the Database tab on the left menu.
Checking database...
WordPress database status will show here when the CRM is online.
Add configurator itemThese products will appear when building a quote.
Only managers can add products or change configurator prices.
Tip: use TelVoice for voice products, handsets, PBX, extensions, licences and calling equipment.
Quote defaultsQuote wording, Eskom increase and ROI defaults.
Dashboard layoutChoose the dashboard style used when staff open the CRM.
Telesales KPI settingsOpen to choose monitored agents and their CRM colours.
Telesales KPI monitoring
Choose which agents show in the calls KPI dashboard.
Sales agent colours
Choose the colour used for each sales agent across the CRM.
Tab accessChoose which CRM tabs each employee can see.
Employee tab permissions
Tick the tabs each person should be able to open. Managers always keep access to Team and Settings.
Sales pipeline namesRemove names from the active sales pipeline list.
Active pipeline names
Removing a name keeps their old pipeline records, but stops the name showing as an active salesperson.
CRM backup & exportDownload your CRM data for safekeeping or Excel.
Move CRM to new URL
Send the full CRM workspace to the new live site. The new URL must have the Telconnect CRM plugin installed and activated first.
Ready to move team members, CRM users, pipeline, customers, tickets, quotes, settings, stock and configurator data.
Import CRM backup on this site
Use this on the new URL if automatic move is blocked. Upload the JSON backup file, then save it into this site’s WordPress database.
No backup selected yet.
Full CRM backup
Includes customers, sales pipeline, quotes, site inspections, installations, tickets, team members, call list, stock orders, deal costs and settings.
Saved configurator0 items available for quotes.
The uploaded configurator will show here. Remove any products you do not want in quotes.
| Product | Configurator | Category | Panel watts | Unit cost |
|---|
MEETINGS
Calendar
View sales meetings grouped by staff member.
Sales meeting calendar
Upcoming meetings grouped by staff member.
TELCONNECT CRM
Customers
This workspace is ready for your next workflow.