This Month This Quarter Custom Date

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Filter by All Segments Residential Commercial Industrial Utility

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Admin Dashboard

Financial, execution, procurement, and alerts

New Invoice New Project Add Expense

Smart Alerts

Click a card for the full list.

Financial Control

Revenue

₹0

Invoiced total

Received

₹0

Client collections

Profit

₹0

After opex & delivered PO

Cash Balance

₹0

Receipts − opex − PO

Expenses

₹0

Expense module (not BOM)

Pending

₹0

Outstanding receivables

Tax & Compliance Snapshot

GST out (5%)

₹0

Sales GST

GST out (12%)

₹0

Sales GST

GST out (18%)

₹0

Sales GST

Input GST

₹0

Expenses + PO

Net GST

₹0

Output − input

Execution Control

Gross Margin %

0%

Margin health

Avg Margin per MW

₹0

Portfolio average

Active Projects

0

Projects currently in execution

Operational Health

Healthy

Overall execution performance

Core Charts

Cash In vs Cash Out

Project Profitability

Receivables Aging

Risk Alerts

Financial Control Tower

30-Day Cash Position

₹0

Cash + Receivables (30d)

Working Capital Gap

₹0

Receivables - Payables

Collection Risk Indicator

Low

Overdue ratio

Payable Risk Indicator

Low

Vendor pressure

Solar Business Snapshot

Total MW Installed

0.00

Under Execution MW

0.00

Avg Cost per MW

₹0

Gross Margin per MW

₹0

Top 3 Active Projects

Workflow Alerts

Cash Flow Forecast

EPC Intelligence Insights

Working Capital Intelligence

90-Day Cash Projection

Project Profit Forecast

Project	Predicted Profit	Margin %	Risk

Calendar

Project deadlines, invoice due dates, and payment dates

All Project Deadlines Invoice Due Dates Payment Dates Refresh

Date	Type	Title	Project	Client	Status	Reminder	Amount (₹)	Action

Projects

Manage all solar EPC projects

Filters ▾

All Status All Clients All Segments Residential Commercial Industrial Utility

+ Add Project ⬆ Import Projects 📤 Export Projects

Project Name	Client	Capacity	Status	Total Value	Invoiced	Received	Pending	Revenue	Cost	Profit	Margin %	Actions

Project Timeline (Gantt)

Project execution control system with task-level tracking

Day Week Month

Project Filter All Projects

Phase Filter All Phases Engineering Procurement Execution Testing Commissioning

Status Filter All Statuses On Track Delayed At Risk Completed

Project	Status

Execution Timeline

Task Editor

+ Add Task Save Tasks

Phase	Task	Start	End	Progress %	Depends on (optional)	Status	Action

📈 Project Profitability

Revenue vs cost margin by project

Project	Client	Revenue	Cost	Profit	Margin %

Clients

Manage customer relationships

Total Clients

0

All registered clients

Active Clients

0

Currently active

Follow-ups Due

0

0 overdue · 0 today

Revenue Pipeline

₹0

Total expected revenue

Client Segments

0

Active segments

Follow-up Center

Clients by Segment

Client Filters

Group By Segment Lead Owner Status City

Show All Clients Residential Commercial Industrial Utility

Status All Statuses Active Inactive Pending Rejected

Lead By All Sales Users Aadesh Reetu Vickky Sai Kumar Naresh Vaishnavi Other

City

Date Range

to

Clear Filters Apply Filters

+ Add Client ⬆ Import Clients 📤 Export Clients 📋 Download Template

Client	Lead By	Segment	City	Projects	Total Revenue	Status	Actions

Vendors

Manage supplier relationships

Total Vendors

0

All suppliers

Active Vendors

0

Currently active

Categories Covered

0

Distinct categories

Updated This Month

0

This month

Vendor Distribution

Filters

Group By Category Status

Show All Vendors

Status Filter All Statuses Active Inactive

Date Range

to

Clear Filters Apply Filters

All Module Inverter Cable Structure BOS LT Panels / ACDB

+ Add Vendor ⬆ Upload Vendors CSV 📤 Export Vendors

Vendor	GST	Category	Status	Last Updated	Actions

Procurement

Products & Vendors Price Intelligence BOM & Costing

Actions

Add Product Add Vendor Price Import CSV

---

EPC catalog below drives BOM lines. CSV import updates legacy supplier_prices (reference).

Product master

Product	Category	SKU	Unit	Brand	Delete

---

Vendor prices

Product	Category	Vendor	Unit price	Unit	Updated

---

Add / update catalog price

Product

Vendor

Price (₹)

Save price

Product	Category	Lowest	Highest	Average	Variation %	Cheapest vendor

Project *

Demo project loaded — review BOM and costing

BOM total

—

Budget

—

Overrun

—

Cost / MW

—

BOM + Row Export BOM Import BOM

Product	Category	Vendor	Qty	UOM	Unit ₹	GST (%)	Line	✓

📄 Proposals

Sales command center — pipeline, performance, and conversion tracking

Table View Pipeline View Performance View

0 proposals Pipeline ₹0

Search

Status Draft Sent Negotiation Accepted Lost Hold Ctrl / Cmd to multi-select

Segment All Segments Commercial Residential Industrial Utility

Date Range

Amount Range

Page Size 10 per page 20 per page 40 per page

Apply filters Reset

✨ Generate Proposal + Manual Proposal ⬆ Upload Historical Proposals

Showing 0 proposals

Proposal #	Client	Project	Segment	Capacity (kW)	Total Amount (₹)	Status	Proposal Date	Follow-up	Actions

Draft

Sent

Negotiation

Accepted

Lost

No proposals match the current filters.

Proposals Created Per Month

Won vs Lost per Month

Segment Distribution

Performance data unavailable for this selection.

Sales Invoices

Customer billing: totals, paid, pending, and collection status (receivable = pending on these invoices).

+ Add Invoice ⬆ Import Sales Invoices 📥 Export Sales Invoices

Invoice #	Project	Client	Invoice Date	Base Amount (₹)	GST (₹)	Total (₹)	Retention	Net Receivable (₹)	Paid (₹)	Pending (₹)	Status	Days Overdue	Actions

Receipts

Customer receipts linked to sales invoices; updates paid amount and blocks overpayment.

+ Record Receipt

Receipt #	Invoice	Project	Date	Amount (₹)	Method	Reference	Notes	Actions

Purchase Invoices

Purchase orders and vendor billing; payable = pending on these POs (plus expense pending in Expenses).

Completed

₹0

0 Invoices

Delivered

₹0

0 Invoices

On Track

₹0

0 Invoices

Pending

₹0

0 Invoices

Purchase by Project

Filters

Group By Project Vendor Status

Show All Projects

Status Filter All Statuses

Date Range

to

Clear Filters Apply Filters

+ Add purchase invoice ⬆ Import Purchase Invoices 📥 Export Purchase Invoices (Excel)

PO No	PO Date	Invoice No	Vendor	Project	Total (₹)	Paid (₹)	Pending (₹)	Status	Days Overdue	Actions

Payments Made

Outbound payments linked to a purchase invoice (PO) or an expense.

+ Record Payment

Payment #	Linked To	Project	Date	Amount (₹)	Method	Reference	Description	Vendor	Actions

🧾 Retention

Track held/released retention amount by invoice

Client	Invoice	Total (₹)	Retention %	Retention Amount (₹)	Status

Expenses

Operational costs by category; every row must have a project. Payables include pending expenses plus pending POs.

+ Add Expense

Category	Description	Project	Vendor	Base Amount (₹)	GST (₹)	Total (₹)	Paid (₹)	Pending (₹)	Status	Days Overdue	Date	Actions

Staff Expenses

Employee-level expense tracking with isolated approvals and payment status.

Total Expenses

₹0

Total Paid

₹0

Total Balance

₹0

Pending Count

0

From

To

Expense Type All Fuel Labour Hydera / Piling Transport Food Other

Status All Pending Partially Paid Paid Approved Rejected

Employee

Notes Search

+ Add Staff Expense 📥 Export CSV 📥 Export Excel 🖨 Print Report

Expense Type	Status	Base Amount	Amount Paid	Balance	Date	Notes	Created By	Actions

📉 Cashflow Forecast

Cash movement based on actual receipts and payments

Next Month Balance

₹0.00

Lowest Balance

₹0.00

—

Total Inflow

₹0.00

Total Outflow

₹0.00

Cashflow Forecast Trend

No cashflow data available

Month	Cash In	Cash Out	Net	Balance

⚙️ Equipment

Manage BOM and equipment specifications

+ Add Equipment ⬆ Upload Equipment CSV

Category	Description	Brand	Model	Project	Supplier	Quantity	Unit Price (₹)	Total Price (₹)	Actions

📑 Reports (MVP)

Simple financial reports with real database data

Revenue Expenses Profit Outstanding

Date Range Last 30 Days Last 3 Months Last 12 Months Custom

From

To

Apply Filter

Revenue Report

💼 Sales Command Center

Track sales pipeline with Kanban board view

Total Pipeline

₹0

All Stages

Won Value

₹0

Closed Won

LOST VALUE

₹0

Closed Lost (0)

Conversion %

0%

Won / Total

Active Deals

0

In Pipeline

📋 Lead 0

📨 Proposal Sent 0

🤝 Negotiation 0

✅ Won 0

❌ Lost 0

No proposals found in pipeline.

🧾 Historical Financial Audit

Review imported historical projects, anomalies, and correction traceability

Historical Financial Audit (Mistakes to Review)

Refresh Audit

Project	Cost Source	Anomalies	Visible Figures	Action

GST Control Center

Visibility only: output GST from invoices, input GST from expenses, net difference. No filing or returns.

Monthly table: Last 6 months Last 12 months Last 24 months Refresh

Export CSV

Output GST

₹0

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Input GST

₹0

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Net GST

₹0

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GST by month

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Ledger

Client balances (receivable) and vendor balances (payable); same source data as invoices and receipts / expenses and payments.

Client ledger

Invoices (debit) and receipts (credit), oldest first.

Client

From

To

Project All projects

Apply

Date	Type	Description	Project	Debit (₹)	Credit (₹)	Balance (₹)

Vendor ledger

Expenses (credit) and payments (debit), oldest first.

Vendor

From

To

Project All projects

Apply

Date	Type	Description	Project	Debit (₹)	Credit (₹)	Balance (₹)

🧮 BOM Calculator

Calculate Bill of Materials with real-time pricing and GST

Step 1 → Project Configuration

Step 2 → Advanced Engineering

Step 3 → MMS Calculator

Step 4 → Results

Step 1 – Project Configuration

Load From Existing Proposal / Project

Select Proposal -- Select Proposal --

Load Proposal → BOM

Select Project -- Select Project --

Load Project → BOM

📊 Simple View 📋 Detailed View

System Capacity (kW) *

System Type * Ground Mount Rooftop Carport Floating

Panel Wattage (Wp) *

Inverter Capacity (kW) *

Panel Brand Any (Best Price) Trina TopCon Waaree Adani Jinko Longi

Inverter Brand Any (Best Price) Sungrow Solis Fox Goodwe Fronius Delta

🧮 Calculate BOM ✖ Reset 📥 Export CSV

Step 2 – Advanced Engineering

Advanced Engineering Settings

Voltage & Environment

Voltage Level (Auto-suggested) 440V LT (Small projects <500KW) 11KV HT (Medium projects 500KW-2MW) 33KV HT (Large projects >2MW)

Ground/Soil Type Normal Soil Hard Soil (+20% earthing) Rocky Soil (+50% earthing)

Terrain Type Flat Land Uneven Terrain (+15% civil) Hilly Terrain (+30% civil)

Project Type Industrial Commercial Residential Utility Scale

DISCOM/State Default Telangana (TSSPDCL) Andhra Pradesh Maharashtra Karnataka Tamil Nadu Kerala Gujarat Rajasthan Madhya Pradesh Uttar Pradesh Haryana Odisha West Bengal Punjab Delhi

Step 3 – MMS Calculator

⚡ Ground Mount MMS Calculator

Module Data Source Select from Presets Enter Manually

Module Preset 545W (Vikram M10) - 32.5kg 590W (Vikram G12) - 36.3kg 615W (Waaree Elite) - 31kg 715W (Waaree Elite N-Type) - 39kg

Module Brand

Module Model

Wattage (Wp) *

Length (mm)

Width (mm)

Weight (kg) *

Plant Configuration

Plant Capacity (MW) *

Table Configuration * 2V × 10 (20 modules/table) 2V × 12 (24 modules/table)

Wind Zone * Zone II (24-26 kg/kW) - South Interior Zone III (27-30 kg/kW) - West Coast/North Zone IV (31-34 kg/kW) - East Coast/Cyclonic High Altitude (Ladakh) - Same as Zone IV

Foundation Type * Pile Driven Concrete Footing Both Options

Steel Rate (₹/kg) *

⚡ Calculate MMS BOM ✖ Reset 📥 Export CSV 💾 Save Template

📊 BOM Results

Category	Item	Quantity	Unit	Rate (₹)	Amount (₹)	GST %	GST Amount (₹)	Total (₹)	Alternatives

💾 Save as Template 📋 Export to Quotation 📥 Export CSV 🛡 Suggest 12% Safe Price

🎯 Intelligence Suite

AI-powered insights: Risk analysis, vendor scorecards, and executive overview

🧠 Control Tower 📊 Risk Heatmap 🏆 Site Leaderboard

Active Projects

-

Portfolio Overview

At-Risk Projects

-

High Risk

90-Day Cashflow

₹-

Forecast

High-Risk Vendors

-

Attention Needed

Project Risk Matrix

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Cashflow Forecast (90 days)

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Top High-Risk Vendors

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Project Risk Heatmap

Projects ranked by risk score based on delays, cost overruns, and other factors

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Site Performance Leaderboard

Sites ranked by performance metrics

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🧠 Founder Control

Strategic control panel for leadership decisions

Margin Leak Table

Project	Margin	Cost per MW	Risk Level

Vendor Ranking

Vendor	Competitiveness	Usage	Margin Impact

Cash Risk Radar

Branch Comparison

🔒 Financial Period Lock

Lock financial periods to prevent modifications to historical data

Period Start

Period End

🔒 Lock Period

Period Start	Period End	Status	Locked By	Locked At	Actions

📋 Quotations

Manage quotations with 4-line structure, payment schedules & ROI

+ Add Quotation ⬆ Upload Historical Quotations All Clients All Status Draft Sent Approved Accepted Rejected Expired

QT ID	Client	Project	Segment	Capacity (kW)	4-Line Breakdown	Total (₹)	Status	Created	Actions

👥 User Management

Create, edit and manage user accounts and permissions

Total Users

0

Active Users

0

Admin Users

0

Inactive Users

0

Users by Department

+ Add User 📥 Export Users 🔄 Re-tune Approved Matrix

Username	Full Name	Email	Department	Role	Status	Last Login	Actions

📋 Audit Logs

View all system activity and user actions

Module All Modules Clients Vendors Projects Invoices Payments Expenses Quotations Proposals

Action All Actions Create Update Delete Login Logout Import

Date

Filter Clear 📥 Export CSV Clear All Logs

Date	Module	Action	Record ID	Role	Actions

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