VSC Sales Dashboard

📞 Day 0 — Call to Debashish + Email reminder

📞 Day +1 — Second call to Debashish

🚨 Day +2 — Escalation call to Sandeep

Total Leads

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All time

This Week

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Last 7 days

Today

—

Submitted today

Overdue

—

Past deadline

Due Today

—

Action needed

🔴 Critical

—

High priority

🟡 Moderate

—

Medium priority

🟢 Low

—

Low priority

📅 Meeting Fixed

—

Meeting scheduled

📝 Engagement

—

Letter sent

🏦 Banker Ready

—

Investor / Banker ready

🏆 Deal Won

—

Closed successfully

❌ Rejected

—

Deal lost

All Leads

Date	Name	Designation	Company	Phone	Next Action	Action Date	Submitted By	Status	Category	Docs	Actions
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Add New Lead

Tab 1 fields are required. Financial details (tabs 2–7) are from the Debt/Equity checklist — fill what's known at the time of meeting.

📋 Lead Information

Contact Name *

Designation *

Phone Number *

Email Address (for newsletters)

Company Name *

Meeting Date *

Your Name

Industry / Sector

Priority Category *

💬 Meeting Notes / Comments First 3 required

Minimum 10 characters

Next Action *

Next Action Deadline * (Reminders will trigger on this date)

💰 Borrower & Loan Details OPTIONAL

#1 — Who is Borrower

#2 — Total Money Requirement (Loan Amount) ₹

#2(a) Debt Breakdown ₹

Working Capital

Term Loan

Takeover

#2(c) Equity Breakdown ₹

Working Capital

Term Loan

Takeover

🏠 Security Details OPTIONAL

#3 — What is Security

#3(a) Residential (Value ₹)

#3(b) Commercial (Value ₹)

#3(c) Third Party / JV

#3(d) Detail of Security Owner

#3(e) Property Title Certificate Date (from Reputed Law Firm)

If Share is a Security (#4)

#4(a) Demat Account Certificate / Copy

#4(b) Pledge % Already Pledged

#4(b) Amount Borrowed Against Pledge ₹

#4(c) SEBI Restrictions on Share Funding?

No Yes — details below

SEBI Circular Details (if yes)

#5 — Valuation Report Date (CRISIL / Kotak / HDFC Empanel Valuer) Valid 6 months from issue

📈 How Will Repay (#6) OPTIONAL

Enter figures for each financial period (₹ in Lakhs or as agreed).

Metric	1 Oct'21 – 31 Mar'22	1 Apr'22 – 30 Mar'23	1 Apr'23 – 30 Sep'24	1 Oct'24 – 31 Mar'25
#6(a) Cash Flow
#6(b) Top Line
#6(c) EBITA
#6(d) PAT

📊 CIBIL Report (#7) OPTIONAL

#7(a) Company CIBIL Score

Company CIBIL Remarks

#7(b) Promoters CIBIL Score

Promoters CIBIL Remarks

#7(c) All Group Company CIBIL

🏦 Existing Sanction Letters — All Lenders (#8) OPTIONAL

🔍 Audit & Personal Discussion (#9–#12) OPTIONAL

#9 — Name of Auditor & Address

#9A — Auditor Email ID

#9A — Auditor Phone No

Enter dates for each financial period (dd/mm/yyyy or use date picker):

Document	1 Oct'21 – 31 Mar'22	1 Apr'22 – 30 Mar'23	1 Apr'23 – 30 Sep'24	1 Oct'24 – 31 Mar'25
#10 PD with Promoters
#11 PD with CFO
#12 Confidential Report

✅

Lead Submitted!

Saved to dashboard. Debashish will be notified.
Reminders will trigger on the action deadline date.