🧩 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.
Executive rollup for Management, and a scoped view for each department's team lead.
Total Open Items
95
Across 6 departments
High-Priority Items
10
Needs lead attention
Accounts Needing Attention
3
1 stalled · 1 churn risk · 1 in exit
Pipeline Value
NPR 24L
+1 won this month
Escalated to Management
3
Open escalations & risk
Client Base
800
742 active & healthy
Active & Healthy
742
Onboarding
34
At Risk
18
Exiting
6
1 account stalled 6+ days on Data Collection — see below.
Stalled leads, churn risk, and active exits across all departments.
| Client | Pipeline / Stage | Owner | Department | Issue | Severity |
|---|---|---|---|---|---|
| Greenwood International School | Onboarding · Data Collection | Priya Shrestha | Development | No activity logged for 6 days | High |
| Oak Ridge School | Usage Followup · 6-Month Health Review | Rabin B. | Management | Churn risk — usage dropping, health score falling | Medium |
| Summit Academy | Exit · Retention Attempt | Anish Rai | Sales | Discount offer sent — awaiting decision | Medium |
Clients lost, revenue impact, and why — the board-level view of the Exit pipeline.
Churn Rate (Monthly)
0.8%
Clients Churned (Quarter)
6
Revenue Lost (Quarter)
NPR 14.2L
Retention Save Rate
78%
June spike driven by 2 schools switching to a competing ERP.
Clients currently at risk of churning, before they're lost.
| Client | Stage | Owner | Days in Stage | Deal Value at Risk | Risk |
|---|---|---|---|---|---|
| Oak Ridge School | Usage Followup · 6-Month Health Review | Rabin B. | 9 | NPR 2.8L | Medium |
| Summit Academy | Exit · Retention Attempt | Anish Rai | 5 | NPR 3.3L | High |
Open Leads
5
Overdue Follow-ups
1
Won This Month
1
Pipeline Value
NPR 24L
Win Rate
62%
High-Priority Items
3
Calls Made
34
Meetings Held
12
Site Visits
8
Emails Sent
26
80 total touchpoints logged across owned leads & accounts.
| Rep | Active Items | Overdue | Status |
|---|---|---|---|
| Anish Rai | 17 | 1 | On track |
| Unassigned | 1 | — | Needs pickup |
Illustrative multi-rep view — ranked by calls + meetings logged.
| # | Rep | Calls | Meetings | Deals Won | Win Rate |
|---|---|---|---|---|---|
| 1 | AR Anish Rai |
18 | 6 | 1 | 100% |
| 2 | ST Sarina Tamang |
10 | 4 | 0 | 2 proposals pending |
| 3 | BT Bikash Thapa |
6 | 2 | 0 | — |
Avg Deal Cycle
27 days
Avg Deal Size
NPR 3.2L
Renewals Due (30d)
3
Payment Blocked
4
Open Tickets
11
Backlog
5
In Progress
2
Testing
1
Done This Month
2
High-Priority Items
1
| Item | Module | Reported | Priority |
|---|---|---|---|
| Grade report PDF export broken for Grade 10 | Academics | Jul 01 | Medium |
| Payroll calculation bug reported by Support | Payroll | Jun 30 | High |
| Expense report export missing GST breakdown | Finance | Jun 29 | Low |
Bugs Reported (Month)
14
Tickets Closed (Month)
10
Avg Resolution Time
3.8 days
SLA Breaches
1
Illustrative multi-dev view — ranked by tickets closed. Differs from the live board snapshot above, which reflects only items open right now.
| # | Developer | Tickets Closed | Avg Resolution | Primary Modules |
|---|---|---|---|---|
| 1 | PS Priya Shrestha |
5 | 3.2 days | Academics, GPS Devices |
| 2 | SL Sujan Lama |
3 | 4.0 days | Billing, Payroll |
| 3 | NT Nisha Tiwari |
2 | 5.1 days | Finance, Attendance, Inventory |
Open Items
21
Account Setups
5
Trainings Pending
3
Open Tickets
4
Data Entry Backlog
4
High-Priority Items
2
Calls Made
58
Meetings Held
19
Trainings Conducted
7
Avg First Response
4.2 hrs
84 total touchpoints logged across onboarding & account-health accounts.
| Client | Stage | Days Stalled | Owner |
|---|---|---|---|
| Greenwood International School | Data Collection | 6 | Priya Shrestha |
Illustrative multi-rep view — ranked by calls + meetings + trainings conducted.
| # | Rep | Calls | Meetings | Trainings | Avg Response |
|---|---|---|---|---|---|
| 1 | SK Sunita K.C. |
30 | 10 | 4 | 3.1 hrs |
| 2 | DK Deepak Karki |
18 | 6 | 2 | 4.5 hrs |
| 3 | MM Manisha Magar |
10 | 3 | 1 | 5.8 hrs |
CSAT Score
4.6 / 5
SLA Compliance
91%
Avg Onboarding Time
34 days
Reopened Tickets
2
Open Items
8
Escalations & Risk
3
Renewals & Churn
2
General Tasks
3
High-Priority Items
2
Resolved This Month
1
| Client | Reason | From Department | Severity |
|---|---|---|---|
| Oak Ridge School | Churn risk — usage dropping | Support | Medium |
| Greenwood International School | Onboarding stalled 6 days | Development | High |
Avg Escalation Resolution
4.5 days
Renewal Save Rate
78%
Revenue at Risk
NPR 6.1L
Clients Saved (Month)
2
Illustrative multi-manager view — ranked by escalations resolved.
| # | Manager | Escalations Resolved | Renewals Saved | Avg Resolution |
|---|---|---|---|---|
| 1 | RB Rabin B. |
3 | 1 | 3.8 days |
| 2 | SB Sneha Basnet |
2 | 1 | 4.5 days |
| 3 | PN Prakash Neupane |
1 | 0 | 5.6 days |
Open Items
27
Open Requisitions
7
New Hires Onboarding
5
Leave Requests Pending
4
Reviews Due
4
Exits In Progress
4
Avg Time to Hire
21 days
Offer Acceptance Rate
85%
Attrition Rate (Monthly)
2.1%
Headcount
64
Illustrative multi-recruiter view — ranked by hires made.
| # | Recruiter | Interviews | Hires | Avg Time to Hire |
|---|---|---|---|---|
| 1 | AG Alina Gurung |
6 | 1 | 19 days |
| 2 | KR Kabita Rana |
4 | 0 | — in progress |
| 3 | SB Suraj Bhandari |
3 | 0 | — in progress |
| Reason | Count |
|---|---|
| Higher compensation elsewhere | 2 |
| Relocation | 1 |
| Career change | 1 |
Open Items
10
Contracts Pending Upload
3
Payments In Collection
4
Overdue Dues
NPR 8.4L
Collected This Month
NPR 15.6L
High-Priority Items
1
Days Sales Outstanding
32 days
Collection Efficiency
88%
Revenue vs Target
94%
Overdue > 30 Days
1 account
Illustrative multi-executive view — ranked by amount collected.
| # | Executive | Collected | Contracts Processed | Overdue Owned |
|---|---|---|---|---|
| 1 | SJ Sabin Joshi |
NPR 8.2L | 2 | 1 |
| 2 | NA Nirmala Adhikari |
NPR 5.1L | 1 | 0 |
| 3 | RS Rojan Shakya |
NPR 2.3L | 0 | 0 |
| Client | Amount | Days Overdue |
|---|---|---|
| Silver Oak Academy | NPR 3.4L | 34 |