Commercial performance · predictive intelligence

Sales Intelligence Dashboard

Academic Year 2026–27 · Individual pace, pipeline & year-end forecast

DATA SNAPSHOT · 11 NOV 2026
Sales close: 31 Mar 2027

Team presenceLive · refreshes automatically

Performance snapshot

Year-end forecast under selected demo scenario

Scenario forecast: actual sales + expected value of existing open demos + the selected share of additional demos required by 10 January. Closures can occur any time through 31 March.

Actual achievedScenario forecast contribution

Forecast model controls

Enter any expected demo-plan achievement percentage. Apply the assumption team-wide or to one salesperson; the forecast recalculates as you type.

Apply forecast controls toAverage deal value (₹ lakh)Demo-to-sale conversion (%)Expected demo plan achievement (%)Individual settings

Changes apply to every salesperson. Select an individual to run a person-specific scenario without changing the rest of the team.

School closure plan · based on selected average deal value

Required school wins are calculated from each salesperson’s remaining revenue target ÷ selected average deal value, rounded up to whole schools. Expected wins are probability-weighted estimates from open demos and planned future demos.

A school closure is counted as one win at the selected average deal value. If actual deal sizes vary, use the average deal value control to model the number of schools needed. Expected wins can be fractional because they represent probability, not literal partial schools.

Conversion is a planning assumption, not a measured historic conversion rate. The workbook does not identify which individual demos became which booked orders.

Individual predictive scorecard

When an individual is selected in Forecast Model Controls, this scorecard and all dashboard summaries show only that salesperson. In All Sales Members mode, the team is aggregated. Forecast status compares projected 31 March sales with the person's individual new-business target. Scenario forecast shows the selected percentage of additional demos achieved by 10 January; current-pace forecast separately shows where the salesperson lands if historical demo productivity continues.

Find salespersonForecast statusSort by

Salesperson	Scenario forecast	Current-pace forecast	Target	Forecast attainment	Gap to target	Visits to date	Unique visits	Demos to date	Demo / unique visit	Open demo pipeline*	New demos forecast	Additional demos needed	Additional schools to close	Expected wins · open demos	Expected wins · new demos	Projected school wins	Closure gap	Year-end outlook

*Open demo pipeline is estimated as demos to date less achieved-sales equivalents (sales ÷ average deal value). Decimal equivalents are not shown as fractional schools; expected value is calculated in rupees. Vikram Kumar Swain in the demo report is matched to Vikram Singh in the target sheet and should be confirmed.

Productivity benchmark

Actual pace from 10 August to 11 November, compared with the demo runway remaining to 10 January.

Management action priorities

Where leadership attention will have the greatest impact.

How to read the prediction

Current-pace forecast

Actual sales achieved + expected value from open historical demos + expected value from new demos projected at each person's historical demo/day pace until 10 January.

Fresh demo projection

Historical demos ÷ 94 elapsed days × 60 remaining demo days. This is deliberately conservative: it assumes no improvement in demo run-rate.

Open demo pipeline

Historical demos less sales achieved divided by average deal value. Each open demo is valued at the selected conversion rate and deal value. It is a probability-weighted estimate, not a confirmed opportunity list.

School closure analysis

Additional schools to close = remaining revenue target divided by selected average deal value, rounded up. Expected wins from demos are calculated using the selected conversion rate.

Forecast status

On track = forecast at or above target; At risk = 75–99% of target; Critical = below 75%. Statuses are pace-based, not judgements about individual capability.

Recognition & reward

Sales incentive accelerator

A separate incentive view linked to the selected salesperson or team. Eligibility is based on actual sales achievement, not the predictive forecast.

2.25%of net invoiced amount

80%Minimum individual target achievement to qualify

25%Of incentive paid when 15% of net invoice is collected

75%Remaining incentive paid when 45% of net invoice is collected

Calculation scope & inputs

Calculate incentive forNet invoiced amount (₹ lakh)Collection received (%)Incentive settings

Potential incentive is calculated immediately from the entered net invoice. Payout remains zero until the salesperson reaches 80% actual target achievement and the relevant collection milestone.

Select All Sales Members for a consolidated incentive view, or choose one salesperson to calculate only that person’s eligibility, invoice base, collection milestones and payout. This selector is independent of Forecast Model Controls.

Salesperson	Actual achievement	Eligibility	Net invoiced	Collection	Potential incentive	25% tranche	75% tranche	Payable now

Potential incentive is always displayed as 2.25% × net invoiced amount. Actual payout eligibility requires at least 80% individual sales target achievement. First tranche = 25% of potential incentive once both eligibility and 15% collection are reached. Balance tranche = 75% once both eligibility and 45% collection are reached. Until eligibility is met, potential incentive remains visible while payable tranches remain ₹0. The collection percentage is applied to the net invoiced amount entered for the selected view. Confirm the final policy and finance treatment before making payouts.