One record per real-world organisation — Contacts and Enquiries link here, so "Police Dept" and "Deptt of Police" can never quietly become two separate customers.
Look up a product or OEM brand to see every Distributor/Supplier/OEM tagged as carrying it.
| Product | Walk-in | Corporate | Govt 3-quote | Tender | Handled by |
|---|
| Person | # Deals credited | Total payable |
|---|
| Customer | Value | Margin % | Pool | Split | Calc date |
|---|
Answer 3 quick questions. Get the exact Google Drive folder path and filename to save your document.
Who brought the lead from the field
Site work, BOM, technical assessment
Opened the door, made the connection
Quote, follow-up, backend coordination
Technical support, service execution
Closed it / management oversight
All 6 flags are optional. Fill only what applies. Total must equal 100%. Same person can hold multiple flags — percentages merge in incentive calculations. Inactive people are hidden from dropdowns but kept for historical records.
Product line and OEM masters. Editable by Rajiv and Sangeeta only. PIN required.
Customer Type, Segment Type, and Enquiry/Bid Type lists used across Contacts, +New, and Quotations. Add, delete, or sort A–Z.
For Active Prospect cases (and any enquiry without a real bid deadline), this decides how often a follow-up reminder recurs, based on Priority. Logging a follow-up resets the clock; if it lapses, both the salesperson and Sales Backend see it on the Dashboard.
Each deal type has its own split across nine roles. A role's percentage only applies when it's ticked as involved in a given deal — untick it in the Incentive Calculator and its share redistributes proportionally across the roles that were involved. Each template must total exactly 100% to save.
When a role's slice of a deal goes to a team rather than one person, this decides how it further divides among them by default — editable per-deal in the calculator itself. Sales Backend reflects your stated split; the others are neutral placeholders until you set real ones.
When a new enquiry's estimated value crosses this amount, "Rajiv approval needed?" auto-switches to Yes. Checked against the enquiry's primary owner — a salesperson you trust more can have a higher threshold; someone newer can have a lower one.
Build a list in Excel using the template below, then import the file directly here. Every row creates or updates a Contact automatically. Rows that also have a Product or Value filled in additionally create a Funnel entry — a visit with no firm requirement yet just adds the Contact, so the pipeline doesn't fill up with empty enquiries.
IEIC Command Centre v3.0
Phase 1 complete: Filters (3 dimensions), Tag multi-select, Masters with PIN, GeM sub-stages, Contacts database.
Phase 2 coming: Meeting AI, Mic input, Quotation builder.
Phase 3 coming: AI Decision Maker, Escalation ladder, Financial inputs.