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Company Sales Performance
Total Sales:
Salesperson Sales Performance
| Designer | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|
Salesperson Sales Performance (Completed Sales)
| Designer | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|
Salesperson Sales Breakdown (Lifetime)
| Designer | Total Sales | Completed Sales | Profit Margin (%) |
|---|
Salesperson Project Negative Amount
| Salesperson | Contract No | Jobsite Address | Project Value | Total Payment | Total Cost | Project Profit | Profit Margin (%) | Last Payment Date |
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My Customers
Customer Details
Customer #1
Customer 1 Name
Customer 1 Mobile
Customer 1 Email
Billing Address
Postal Code
Block
Street
Floor
Unit
Customer #2
Customer 2 Name
Customer 2 Mobile
Customer 2 Email
Remarks
| C1 Name | C1 Mobile | C1 Email | Remarks | C2 Name | C2 Mobile | C2 Email | Billing Address | Action |
|---|
Quotations
New Quotation
Year
Month
Payment Type
Job Type
Search Customer (Name/Mobile/Email)
Jobsite Address
Postal Code
Block
Street
Floor
Unit
Renovation
Quotation Value (Inc. GST if applicable)
GST ($)
Quotation Value Less GST ($)
Estimated Cost ($)
Profit ($)
Profit (%)
Remarks
| S/N | Quotation No. | Customer Name | Jobsite | Salesperson | Status | Project Type | Project Value | Contract No. | Action |
|---|
Contracts
Edit Contract
Year
Month
Payment Type
Job Type
Search Customer (Name/Mobile/Email)
Jobsite Address
Postal Code
Block
Street
Floor
Unit
Renovation
Contract Value (Inc. GST if applicable)
GST ($)
Contract Value Less GST ($)
Estimated Cost ($)
Profit ($)
Profit (%)
Remarks
| S/N | Contract No. | Customer Name | Jobsite | Salesperson | Status | Project Type | Project Value | Profit | Action |
|---|
Project Budget Control
| Contract No. | Contract Date | ||
| Status | Proj. Type | ||
| Owner Name | Salesperson | ||
| Owner Mobile | Payment Type | ||
| Owner Email | Contract Value | ||
| Jobsite | Estimated Cost | ||
| Remarks | |||
Project Milestones
| Description | Date/Time |
|---|
Payment/ Transaction Date
Payment Type
Payment Mode
Description
Cheque No/ Trans No.
Amount ($)
Remarks
Payment Transactions
| Type | Payment Date | Description | Payment Mode | Cheque No./ Trans No. | Amount ($) | Remarks | Action |
|---|
Payment Summary
| Total Payment | |
| Total Refund | |
| Nett Payment | |
| Nett Payment (Less GST) |
Select Supplier
Co. Absorb GST?
Rebate %
Invoice Date
Is prepaid by ID?
Invoice No.
Amount ($)
Static Discount ($)
Payables / Cost
Blue = Waiting for your approval
Green = Approved by you
Red = Rejected by you or management
Black = Payment made to supplier
| S/N | Supplier | Inv Recv Date | Inv No. | Approved Date | Payment Date | PV No. | Amount ($) | GST Rebate ($) | Action |
|---|
Project Summary
| Nett Payment (Less GST) | |
| Total Cost | |
| Total GST Rebate | |
| Total Cost after GST Rebate | |
| Project Profit | |
| Profit Margin | |
| Salesperson Commission | |
| Teamleader Commission | |
| Company Commission | |
| Company Comms Less Deductable Payouts |
Project Payouts
Description
Is deductable from company comms?
Payment Type
Payee
Amount ($)
| PV Date | PV No. | Description | Payee | Amount ($) | Status | Co. Comms Deductable? | Action |
|---|---|---|---|---|---|---|---|
Attachments
| Doc. Type | File Name | Date/Time | Action |
|---|
Project Comms - Management Only
| Salesperson Share (%) | |
|---|---|
| Leader Share (%) | |
| Company Share (%) | |
Allow handover if profit is negative?
My Messages
| S/N | Message | Date/Time |
|---|
My Account
Change Password
Current Password
New Password
Confirm Password
| My Comms | Comms to Leader | Comms to Company |
|---|
Download Files
| S/N | Filename | Date/Time | Action |
|---|
Payment Voucher
Amount Breakdown
| Amount | |
| Rebate | |
| Less Rebate | |
| GST Amount | |
| Static Discount | |
| Nett Amount | |
Pending Approval
Project Payables to Supplier
| PV Date | Contract No | Project Profit | Salesperson | Jobsite | Supplier Name | Inv No | Amount | |
|---|---|---|---|---|---|---|---|---|
Other Payables
| PV Date | Contract No | Salesperson | Description | Payee | Amount | |
|---|---|---|---|---|---|---|
Pending Payments
Project Payables to Supplier
| Tick | PV Date | Contract No | Salesperson | Jobsite | Supplier Name | Inv No | Amount | Approved Date |
|---|---|---|---|---|---|---|---|---|
Other Payables
| Tick | PV Date | Contract No | Salesperson | Description | Payee | Amount | Approved Date |
|---|---|---|---|---|---|---|---|
Payments Made
Project Payables to Supplier
| PV No | PV Date | Contract No | Salesperson | Jobsite | Supplier Name | Inv No | Amount | GST | Approved Date | Payment Date |
|---|---|---|---|---|---|---|---|---|---|---|
Other Payables
| PV No | PV Date | Contract No | Salesperson | Description | Payee | Amount | Approved Date | Payment Date |
|---|---|---|---|---|---|---|---|---|
Rejected Payments
Project Payables to Supplier
| PV Date | Contract No | Salesperson | Jobsite | Supplier Name | Inv No | Amount | Rejected Date |
|---|---|---|---|---|---|---|---|
Other Payables
| PV Date | Contract No | Salesperson | Description | Payee | Amount | Rejected Date |
|---|---|---|---|---|---|---|
Payment Vouchers
| PV No | Paid To | PV Date/Time | |
|---|---|---|---|
Supplier Profiles
Supplier Details
Company Name
Mobile
GST Reg. Company?
Rebate (%)
Bank Account No.
Address
Postal Code
Block
Street
Floor
Unit
Remarks
| S/N | Name | Mobile | Rebate (%) | Bank Acc. | Address | Remarks | Action |
|---|
Reports
Completed Projects Report
| S/N | Contract No. | Salesperson | Status | Project Value | Total Payment w/o GST | Total Cost | Total Cost GST | Profit | Supplier Rebate |
|---|---|---|---|---|---|---|---|---|---|
Manage Accounts
Account Details
Account Status
Username
Password
Full Name
Telegram Mobile No.
Position
Appointed Leader
Comms (%)
Comms To Leader (%)
Comms To Company (%)
Remarks
| S/N | Username | Full Name | Telegram Mobile | Position | Comms | Comms to Leader | Comms to Company | Upline | Remarks | Action |
|---|
Account Events
| S/N | Username | Full Name | Last Activity Time |
|---|