See collections, pipeline and team activity at a glance.

Dashboards answer the questions owners and managers ask every day, and the report builder handles the ones they ask once a quarter.

See It in a Live Demo Calculate Your Price

Dashboard

Invoiced this month₹48.2L+18.4%

Collected₹36.1L+11.2%

Outstanding₹12.1L14 invoices

Overdue > 30 days₹3.8L−6.0%

Invoiced vs collectedInvoiced Collected

Needs attention

Quote expiringQT-11532 days

OverdueINV-028438 days

ApprovalQT-1158today

Follow-upLD-1042today

Dashboard · Overview

Problem

Reports built by hand every month

Someone spends a day in Excel before the review meeting.

Problem

No view of receivables

Overdue payments are found late.

Problem

Team performance is guesswork

Activity and results per person aren’t visible.

Dashboards by question

Tabs for Overview, Sales & Pipeline, Invoices & Payments, Customers & Products, and Team. Quick actions let you create a lead, quote, customer or order straight from the dashboard.

Invoiced, collected, outstanding and overdue amounts
Your open leads, quotes sent, deals won and activities due
Records that need attention, such as quotes about to expire

Team

Activities due today276 overdue

Quotes sent (month)58+12%

Won (month)₹91.2L34 deals

Team win rate34%+3 pts

Team this monthActivities Won

NV₹28.4L

SP₹21.0L

HT₹16.7L

AQ₹14.9L

Dashboard · Team

A report builder for everything else

Pick a dataset (leads, customers or quotations), then choose columns, filters and grouping, and save the report for next time.

Saved and standard reports
Exports from every list with your chosen columns
Access controlled by role

Reports

Report builder

Dataset

LeadsCustomersQuotations

Columns

SourceValueStatusOwner

Group by

Source

Save report

Won value by source

IndiaMART29L

Website20L

Referral15L

Exhibition9L

Meta ads7L

Report Builder

Illustrations of NCRM features, simplified for this website. Names and figures are sample data.

Workflow example

How it plays out in a real week.

An illustrative example, using the steps NCRM supports.

Monday 9:00The owner opens the Overview tab: collections this month, outstanding, and overdue beyond 30 days.
9:05Sales & Pipeline shows which quotes are awaiting a reply.
9:10The Team tab shows who has activities overdue, before the weekly meeting starts.

Who it’s for

Business use cases

Owners who want a daily view without asking for updates
Sales managers running weekly reviews
Accounts teams tracking receivables

See It in a Live Demo All features

FAQ

Questions

Can each person see only their own numbers?

Access is controlled by role in the Roles Master. The dashboard also shows a “My numbers” section for the signed-in user.

Can we get a custom dashboard?

Report and dashboard configuration beyond the built-in options can be scoped as paid customization.

Next step

See your own sales process running in NCRM.

Book a live demo. Bring a recent inquiry and a quotation format, and we will walk you through that deal from first contact to payment.

Book a Live Demo Calculate Your Price

See collections, pipeline and team activity at a glance.

Problems this solves

Reports built by hand every month

No view of receivables

Team performance is guesswork

Dashboards by question

A report builder for everything else

How it plays out in a real week.

Business use cases

Questions

See your own sales process running in NCRM.

Proudly Made in India 🇮🇳

Proudly Made in India