🧩 Prototype for internal team visualization only — not a final flow or concept. All data shown is illustrative/example, imagining what our operations could look like and how each piece connects end to end.

Department Boards

What each team needs to work on right now — from lead capture to client exit. Click any task to see details.

Open Leads

5

Overdue Follow-ups

1

Won This Month

1

Pipeline Value

NPR 24L

Board:

New Leads

2

Silver Oak Academy

Inbound inquiry — schedule qualification call

AR
Due Jul 04

Sunrise Public School

Unassigned — needs an owner

No owner yet Unassigned

Visit Scheduled

1

Mount Everest School

On-site demo booked with admin team

AR
Visit Jul 03

Proposal Sent

1

Rosewood College

Pricing proposal sent — no response yet

AR
Overdue 3 days

Won · Handoff

1

Kathmandu Valley School

Won

Contract signed — hand off to Development

AR
Won Jul 01

Lost

1

Evershine School

Chose competitor — price sensitivity

Closed Jun 20 Lost

Renewal Due

1

Pioneer School

Annual contract renewal — prepare offer

AR
Due in 15 days

Contacted

1

Little Angels School

Sent renewal pricing, awaiting confirmation

AR
Sent Jun 27

Negotiating

0

No renewals in negotiation

Renewed

1

Prestige Int'l School

Renewed

Renewed for another year

AR
Jun 15

Payment Blocked

1

Kathmandu Valley School

Onboarding invoice sent — payment blocked, no response

AR
Sent Jul 01

Contacted

1

Bright Horizon School

Reached out to finance contact about blocked payment

AR
Overdue 5 days

Payment Confirmed

1

Prestige Int'l School

Client confirmed payment released, funds received

Paid Jun 20 Confirmed

Payment Not Confirmed

1

Sunrise Public School

Client declined to confirm payment — escalate to Management

Since Jun 25 Not Confirmed

To Do

1

Q3 Lead-Gen Webinar

Internal

Plan and host a lead generation webinar for prospective schools

AR
Target Jul 25

In Progress

1

Sales Pitch Deck Refresh

Internal

Update deck with new GPS & Inventory module pricing

AR
In progress

Done

1

Monthly Sales Training

Internal

Completed internal training on objection handling

Jun 28 Done

Scheduled

1

Kathmandu Valley School

90-day check-in call to gather feedback and gauge engagement

AR
Jul 08

Completed

1

Bright Horizon School

Positive feedback, good adoption of Academics module

Jun 20 Completed

Open Dev Items

7

Urgent

1

Modules In Progress

2

Avg Turnaround (days)

4.5

Board:

Backlog

1

Bright Horizon School

Grade report PDF export broken for Grade 10

PS
Reported Jul 01

In Progress

0

Nothing in progress

Testing

0

Nothing in testing

Done

0

Nothing done yet

Backlog

0

Backlog is empty

In Progress

1

Billing Module v2.3 Upgrade

Internal

Platform-wide upgrade, not tied to a specific client

PS
In progress

Testing

0

Nothing in testing

Done

0

Nothing done yet

Backlog

1

Oak Ridge School

Payroll calculation bug reported by Support

PS
Urgent

In Progress

0

Nothing in progress

Testing

0

Nothing in testing

Done

0

Nothing done yet

Backlog

1

Kathmandu Valley School

Expense report export missing GST breakdown

PS
Reported Jun 29

In Progress

0

Nothing in progress

Testing

0

Nothing in testing

Done

0

Nothing done yet

Backlog

0

Backlog is empty

In Progress

0

Nothing in progress

Testing

1

Valley View School

Attendance sync fix in QA

PS
In QA

Done

0

Nothing done yet

Backlog

1

Evaluate GPS Vendor Options

Internal

Compare 3 GPS hardware vendors for bulk pricing

PS
Due Jul 12

In Progress

1

Prestige Int'l School

GPS device firmware fix

PS
Started Jun 30

Testing

0

Nothing in testing

Done

0

Nothing done yet

Backlog

1

Namuna Secondary School

Stock count mismatch after bulk import

PS
Reported Jun 30

In Progress

0

Nothing in progress

Testing

0

Nothing in testing

Done

0

Nothing done yet

To Do

1

Internal Tooling: Dashboard Revamp

Internal

Revamp the internal admin dashboard used across modules

PS
Due Jul 18

In Progress

0

Nothing in progress

Done

2

Server Migration

Internal

Migrated infra to new hosting provider

Jun 22 Done

Bright Horizon School

SSO login issue fixed (platform-wide, not module-specific)

Jun 28 Done

Active Clients

4

Escalated Tickets

1

Trainings This Week

1

Go-Live Checks Due

1

Board:

New Handoff

1

Kathmandu Valley School

Just won by Sales — schedule kickoff call

SK
Due Jul 05

Account Setup

1

Bright Horizon School

Tenant created — assigning roles & permissions

SK
Due Jul 06

Data Collection

1

Greenwood Int'l School

Import fee structure — overdue

Billing
SK
Stalled 6 days

Configuration

1

Valley View School

Configuring class & section list

Academics
SK
Due Jul 08

Ready for Training

1

Namuna Secondary School

Ready

Data verified — ready to schedule training

SK
Handoff Jul 02

Requested

1

Little Angels School

Staff requested refresher training

SK
Requested Jun 30

Scheduled

1

Namuna Secondary School

Admin & staff training session booked

SK
Jul 10

Completed

1

Valley View School

Initial training completed

Jun 25 Done

Upcoming

1

Prestige Int'l School

Monthly account review call

SK
Jul 05

Completed

1

Bright Horizon School

Onboarding handoff meeting

Jun 28 Done

New

1

Prestige Int'l School

GPS device offline on Bus #4

GPS Devices
SK
Opened Jun 29

In Progress

1

Oak Ridge School

Escalated

Payroll calculation bug — escalated to Management

Payroll
SK
Urgent

Waiting on Client

1

Little Angels School

Waiting on device access confirmation

Attendance
SK
Since Jun 28

Resolved

1

Valley View School

WiFi connectivity ticket closed

Jun 20 Resolved

Requested

1

Little Angels School

Mid-year new student batch upload request

Academics
SK
Requested Jun 30

In Progress

1

Prestige Int'l School

Fee structure correction entry

Billing
SK
Started Jun 29

Verified

1

Namuna Secondary School

Class list update awaiting final review

Academics
SK
Jul 01

Done

1

Valley View School

Student records update completed

Academics
Jun 26 Done

To Do

1

Knowledge Base Update

Internal

Refresh help articles for the new Inventory module

Inventory
SK
Due Jul 15

In Progress

1

Support Team Refresher Training

Internal

Internal training on the new ticketing workflow

SK
In progress

Done

1

Q2 Satisfaction Survey

Internal

Completed and compiled client satisfaction survey results

Jun 18 Done

Open Escalations

2

Stalled Across Depts

2

Renewals Due (30d)

1

Churn Risk

1

Board:

Escalations

2

Oak Ridge School

from Support

Payroll bug blocking payroll run — needs Dev resource

Payroll
RB
Urgent

Greenwood Int'l School

from Dev

Auto-escalated: no activity 6 days on Data Collection

Billing
RB
Stalled 6 days

At Risk / Stalled

1

Rosewood College

from Sales

Proposal stalled 3 days — deal at risk of going cold

RB
Watching

Renewals Due

1

Pioneer School

from Sales

Annual contract renewal — tracked on Sales board

RB
Due in 15 days

Exit / Churn Watch

1

Summit Academy

Usage dropped 40% in last month — schedule check-in call

RB
Since Jun 15

To Do

1

Quarterly Business Review

Internal

Prepare QBR deck for leadership

RB
Due Jul 20

In Progress

1

Hiring: Support Executive

Internal

Screening candidates for the new Support role

RB
In progress

Done

1

FY26 Budget Finalized

Internal

Approved department budgets for the year

Jun 30 Done

Open Positions

3

Interviews This Week

2

Pending Leave Requests

2

Reviews Due (30d)

1

Board:

Applied

2

Backend Developer — App #238

Resume received, awaiting screening call

AG
Applied Jul 01

Math Teacher Trainer — App #241

Referral candidate, resume under review

AG
Applied Jun 29

Screening

1

Frontend Developer — App #235

Phone screening scheduled

AG
Call Jul 04

Interview

1

Support Executive — App #229

Panel interview with Support lead

AG
Interview Jul 03

Offer Sent

1

Sales Executive — App #221

Offer letter sent, awaiting acceptance

AG
Awaiting response

Hired

1

QA Engineer — App #210

Accepted offer, joining onboarding pipeline

Joined Jun 20 Hired

Rejected

1

Accountant — App #205

Did not meet experience requirement

Closed Jun 18

Offer Accepted

1

Sushant Thapa — QA Engineer

Preparing offer packet and IT setup request

AG
Joins Jul 07

Documentation

1

Kripa Adhikari — Content Writer

Collecting citizenship, PAN, and bank details

AG
Due Jul 05

Orientation

1

Manoj Karki — Sales Associate

Company orientation and policy walkthrough

AG
Scheduled Jul 02

Training

1

Deepak Shrestha — Support Executive

Shadowing Support Tickets board this week

AG
Ongoing

Active

1

Nirajan Bhatt — Backend Developer

Fully onboarded, working independently

Since Jun 15 Active

Requested

1

Priya Shrestha — Sick Leave

2 days, Jul 05–06

AG
Requested Jul 02

Manager Review

1

Anish Rai — Annual Leave

5 days, Jul 14–18, awaiting manager approval

AG
Pending since Jun 30

Approved

1

Sunita K.C. — Annual Leave

3 days, Jun 24–26

Jun 28 Approved

Rejected

1

Rabin B. — Leave During Close

Clashed with month-end billing close

Jun 20

Scheduled

1

Q2 Review — Anish Rai

Quarterly review scheduled with Sales lead

AG
Jul 15

Self-Assessment

1

Q2 Review — Priya Shrestha

Self-assessment form pending submission

AG
Due Jul 06

Manager Review

1

Q2 Review — Sunita K.C.

Manager feedback in progress

AG
Due Jul 03

Completed

1

Q1 Review — Rabin B.

Rated exceeds expectations

Jun 25 Completed

Resignation / Termination

1

Bikash Lama — QA Engineer

Resigned, 30-day notice, last day Jul 20

AG
Last day Jul 20

Exit Interview

1

Sabina Rai — Content Writer

Exit interview scheduled

AG
Jul 10

Clearance

1

Rajan Magar — Sales Associate

IT and Finance clearance pending

AG
Due Jul 02

Settled

1

Nisha Tamang — Support Executive

Final settlement paid, access revoked

Jun 15 Settled

To Do

1

Update Leave Policy Document

Internal

Reflect new work-from-home guidelines

AG
Due Jul 10

In Progress

1

Payroll Compliance Audit

Internal

Reviewing statutory deduction records with Finance

AG
In progress

Done

1

New Hire Orientation Deck

Internal

Refreshed slides for FY26 onboarding

Jun 28 Done

Contacts Pending

2

Invoices Sent (30d)

2

Collected This Month

1

Overdue

1

Board:

Requested

1

Kathmandu Valley School

from Support

Requesting signed contract copy from client

SJ
Requested Jul 03

Uploaded

1

Silver Oak Academy

from Sales

Signed contract uploaded, pending review

SJ
Uploaded Jul 04

Verified

1

Bright Horizon School

Contract reviewed and verified — filed on record

Jun 28 Verified

Invoice

1

Sunrise Public School

First installment invoice sent, due in 7 days

SJ
Sent Jul 01

Follow-up

1

Mount Everest School

Payment reminder sent, awaiting response

SJ
Reminder Jul 05

Collected

1

Namuna Secondary School

First installment deposit received

Jun 25 Collected

Overdue

1

Greenwood Int'l School

First installment unpaid — blocking onboarding progress

SJ
Overdue 5 days

To Do

1

Q2 Revenue Reconciliation

Internal

Reconcile collected vs. invoiced across all schools

SJ
Due Jul 10

In Progress

1

Close Account: Greenwood Int'l School

Internal

Confirming zero balance before exit closure

SJ
In progress

Done

1

FY26 Invoice Templates Updated

Internal

New fee structure reflected in invoice templates

Jun 30 Done