Live screen · CRM

The deal desk,
stage by stage.

One screen for the whole commercial funnel — weighted pipeline, account history, next actions and forecast, without leaving the record.

Sarvo Pharma / CRM / Pipeline Search accounts, deals, contacts⌘K
Filter 18 of 18
Qualified₹ 62.4L
Proposal₹ 84.0L
Negotiation₹ 51.2L
Won₹ 38.6L
AccountTypeTermsLast orderYTD valueStatus
ACC-1042
Aurex Distributors
Distributor30 days18 Jul 2026₹ 1,42,00,000Active
ACC-1039
Meridian Hospitals
Institution60 days02 Jul 2026₹ 96,40,000Active
ACC-1028
Nimbus Retail Chain
Retail chain21 days24 Jun 2026₹ 54,10,000Credit hold
ACC-1016
Vaidya Ayurveda
Distributor45 days11 Jul 2026₹ 38,90,000Active
ACC-0994
Kesar Medico
Sub-stockist15 days29 May 2026₹ 12,20,000Dormant
ACC-0981
Rex Wholesale
Distributor30 days09 Jul 2026₹ 71,60,000Active
Open pipeline
₹ 2.36 Cr
+14.2% QoQ
Weighted
₹ 1.41 Cr
+9.6%
Win rate
38.4%
+2.1 pts
Avg cycle
41 d
+3 d
Weighted pipeline · 12 monthsCommit ₹ 88.2L
Stage conversionLast 90 days
LeadQualifiedProposalWon
Pipeline
Stage kanban with weighted value, ageing and owner
Records
Account table with credit terms and last order
Forecast
Commit vs best-case with 12-month trend
Governance
Every stage change written to the audit trail