{% extends 'layouts/base.html' %} {% block content %}
Current lead and approved-sales activity
Approved sales this month and lead status distribution for every active manager and their direct reports.
| Team Member | Assigned Leads | {% for status in group.statuses %}{{ status.replace('_', ' ').title() }} | {% endfor %}Orders | Approved Sales |
|---|---|---|---|---|
| {{ member.name }}{% if member.is_manager %} Manager{% endif %} | {{ member.assigned_leads }} | {% for status in group.statuses %}{{ member.status_counts.get(status, 0) }} | {% endfor %}{{ member.sale_count }} | ₹{{ '%.2f'|format(member.approved_sales) }} |
No direct reports or performance data is mapped to this manager yet.
{% endif %}No active managers found.
{% endfor %}| Name | Phone | Status | Priority | Updated |
|---|---|---|---|---|
| {{ l.customer_name }} | {{ l.phone or '-' }} | {{ l.status }} | {{ l.priority }} | {{ l.updated_at }} |
You and every member reporting to you, with assigned leads split by status and approved sales for the current month.
{% if team_totals %}| Team Member | Assigned Leads | {% for status in team_statuses %}{{ status.replace('_', ' ').title() }} | {% endfor %}Sales Orders (Month) | Approved Sales (Month) | Incentive % | Incentive Amount | Leads |
|---|---|---|---|---|---|---|---|
| {{ member.name }}{% if member.is_manager %} You{% endif %} | {{ member.assigned_leads }} | {% for status in team_statuses %}{% set count = member.status_counts.get(status, 0) %} {% if count %} {{ count }} {% else %}0{% endif %} | {% endfor %}{{ member.sale_count }} | ₹{{ '%.2f'|format(member.approved_sales) }} | {{ member.percentage }}% | ₹{{ '%.2f'|format(member.incentive) }} | View |
| No team members are mapped to you yet. Set the Manager field on each employee record. | |||||||
| Group Total | {{ team_totals.assigned_leads }} | {% for status in team_statuses %}{{ team_totals.status_counts.get(status, 0) }} | {% endfor %}{{ team_totals.sale_count }} | ₹{{ '%.2f'|format(team_totals.approved_sales) }} | - | ₹{{ '%.2f'|format(team_totals.incentive) }} | All |