{% extends 'layouts/base.html' %} {% block content %}

My Team

Assigned leads, lead status split and callbacks for you and everyone reporting to you.

Team Leads Team Sales
{% if not team_rows %}

No team members are mapped to you yet. Open each employee record and set its Manager field to your name.

{% else %}
Team Members{{ direct_report_count }}
Total Assigned Leads{{ team_totals.assigned_leads }}
Pending Callbacks{{ callback_totals.pending }}
Overdue Callbacks{{ callback_totals.overdue }}
Group Sales (Month)₹{{ '%.2f'|format(team_totals.approved_sales) }}

Group Leads by Status

{% set status_max = status_chart|map(attribute='value')|max if status_chart else 1 %} {% for item in status_chart %}
{{ item.value }}
{{ item.label }}
{% else %}

No leads assigned to your team yet.

{% endfor %}

Assigned Leads per Member

{% set member_max = member_chart|map(attribute='value')|max if member_chart else 1 %} {% for item in member_chart %}
{{ item.value }}
{{ item.label }}
{% endfor %}

Assigned Leads by Status

{% for status in team_statuses %}{% endfor %} {% for member in team_rows %} {% for status in team_statuses %} {% set count = member.status_counts.get(status, 0) %} {% endfor %} {% endfor %} {% for status in team_statuses %}{% endfor %}
Team Member Assigned Leads{{ status.replace('_', ' ').title() }}Leads
{{ member.name }}{% if member.is_manager %} You{% endif %} {{ member.assigned_leads }}{% if count %}{{ count }}{% else %}0{% endif %}View
Group Total {{ team_totals.assigned_leads }}{{ team_totals.status_counts.get(status, 0) }}All

Group Total includes your own figures. The Group Leads page lists your team members' leads only — your own leads stay under My Leads.

Callback Workload

{% for member in team_rows %} {% endfor %}
Team Member Pending Due Today Overdue Completed
{{ member.name }}{% if member.is_manager %} You{% endif %} {{ member.callbacks.pending }} {{ member.callbacks.due_today }} {% if member.callbacks.overdue %}{{ member.callbacks.overdue }}{% else %}0{% endif %} {{ member.callbacks.completed }}
Group Total {{ callback_totals.pending }} {{ callback_totals.due_today }} {{ callback_totals.overdue }} {{ callback_totals.completed }}

Next Pending Callbacks

{% for callback in upcoming_callbacks %} {% else %} {% endfor %}
Due Lead Phone Owner Description
{{ callback.due_at }} {{ callback.customer_name }} {{ callback.phone or '-' }} {{ callback.assigned_name }} {{ callback.description or '-' }}
No pending callbacks for your team.

Sales & Incentive This Month

{% for member in team_rows %} {% endfor %}
Team Member Sales Orders Approved Sales Incentive % Incentive Amount
{{ member.name }}{% if member.is_manager %} You{% endif %} {{ member.sale_count }} ₹{{ '%.2f'|format(member.approved_sales) }} {{ member.percentage }}% ₹{{ '%.2f'|format(member.incentive) }}
Group Total {{ team_totals.sale_count }} ₹{{ '%.2f'|format(team_totals.approved_sales) }} - ₹{{ '%.2f'|format(team_totals.incentive) }}
{% endif %} {% endblock %}