🧩 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.
Sales Executive · Sales
everything assigned to me or that I'm responsible for, across every pipeline and board
Mount Everest School
Site visit for lead qualification
Silver Oak Academy
Follow up on new lead inquiry
Kathmandu Valley School
Onboarding invoice sent — payment blocked, no response
Kathmandu Valley School
90-day check-in call to gather feedback and gauge engagement
Sales Pitch Deck Refresh
Updating deck with new pricing and case studies
Pioneer School
Annual contract renewal — prepare offer
Q3 Lead-Gen Webinar
Plan and promote Q3 webinar campaign
Rosewood College
Proposal sent, no response — stalled 3 days
Bright Horizon School
Payment reminder sent, no confirmation yet
Little Angels School
Renewal offer sent, no reply in a week
Sales — the exact same live department board, scoped to me
Open Leads
5
Overdue Follow-ups
1
Won This Month
1
Pipeline Value
NPR 24L
Silver Oak Academy
Inbound inquiry — schedule qualification call
Sunrise Public School
Unassigned — needs an owner
Mount Everest School
On-site demo booked with admin team
Rosewood College
Pricing proposal sent — no response yet
Kathmandu Valley School
WonContract signed — hand off to Development
Evershine School
Chose competitor — price sensitivity
Pioneer School
Annual contract renewal — prepare offer
Little Angels School
Sent renewal pricing, awaiting confirmation
No renewals in negotiation
Prestige Int'l School
RenewedRenewed for another year
Kathmandu Valley School
Onboarding invoice sent — payment blocked, no response
Bright Horizon School
Reached out to finance contact about blocked payment
Prestige Int'l School
Client confirmed payment released, funds received
Sunrise Public School
Client declined to confirm payment — escalate to Management
Q3 Lead-Gen Webinar
InternalPlan and host a lead generation webinar for prospective schools
Sales Pitch Deck Refresh
InternalUpdate deck with new GPS & Inventory module pricing
Monthly Sales Training
InternalCompleted internal training on objection handling
Kathmandu Valley School
90-day check-in call to gather feedback and gauge engagement
Bright Horizon School
Positive feedback, good adoption of Academics module
every school I'm working with — last activity and what's currently happening on the Sales side
recent actions logged across my tasks — the evidence behind the numbers
Visited Mount Everest School for on-site lead qualification
Leads · Visit Scheduled
Sent first installment invoice to Kathmandu Valley School
Payment Blocked · Payment Blocked
Called Bright Horizon School — no answer, logged follow-up
Payment Blocked · Contacted
Moved Sales Pitch Deck Refresh to In Progress
General Tasks · In Progress
Sent renewal offer to Little Angels School
Renewals · Contacted
Payment confirmed — Prestige Int'l School
Payment Blocked · Payment Confirmed
Contract renewed — Prestige Int'l School
Renewals · Renewed
Added note on Rosewood College — proposal awaiting decision
Leads · Proposal Sent
where I've been @mentioned in a comment, or newly assigned to something
Rabin B. mentioned you on Rosewood College
"@Anish Rai this one's been quiet for 3 days, can you chase?"
Leads · Proposal Sent
Sunita K.C. mentioned you on Kathmandu Valley School
"@Anish Rai client is asking about their sales contact for a billing question"
Support · Account Setup
Rabin B. assigned you to Bright Horizon School
Payment Blocked · Contacted
Priya Shrestha mentioned you on Valley View School
"@Anish Rai when will the client sign off on this config?"
Development · Academics
System auto-assigned you to Little Angels School renewal
Renewals · Renewal Due