Sales Target Cockpit — Mrelate FY27

🟢 LIVE — this page reads the Odoo production CRM (strictly read-only) every time it loads; numbers are at most a minute old. Data timestamp: 8 Sep 2026. Click any tile, bar, slice or row — everything drills down.

FY27 Scoreboard — where we stand against the plan · we are in Q2, month 1 — 83 days left in the quarter

FY27 · full year

targets: deck · actuals: CRM · click a tile for the deals behind it

QBR Grid — the slide-7 table, filling itself from the CRM

Targets vs Won vs Pipe — by quarter

Target = the period’s own plan · C/F = what rolled in from earlier periods · Actual = pipe dated in the period · C/F = pipe carried in-hand (counted once) · wins cut the pipe ask 4× · click a quarter to open its months, click a month for its deals

Pipeline Today — what the $K active pipe is made of (Nurture & Defer parked)

By stage

deals · $K — click a stage

By industry — vs the FY targets

won + active pipe against the plan: Mfg $120K · Wholesale/Retail $60K · Services $120K · IT & fintech count as Services

By region

plan: South first, Rest of India as bonus

Current Quarter Performance — the slide-5 table, filling itself

Deals in play

Last Update comes live from the deal’s Key Dates tab · quarter chips scope the list · click a deal for the full picture

Data Confidence — fix these and the cockpit tells the truth by itself

CRM hygiene queue

per-deal counts cover the cockpit's scope (INBD records incl. parked) · each row is a 10-minute fix · click for the exact records

Scope (Akshay's ruling 13 Jul): New Business = INBD team only · Upsell = INUpsell · NetSuite tag · Mrelate. Other teams (INNuture / INServices / AENS) sit outside this cockpit. · Provision for Odoo targets: the target store is keyed by CRM tag — adding the Odoo row later lights up the same cockpit for the Odoo business, no rebuild. · Build plan: new computed dashboard “Sales Target Cockpit” in linkederp_dashboard_studio (Sales bucket), Python-computed payload, popups on every widget, deck targets stored in the dashboard record — same pattern as SLA / Finance / People.