Finworld Calendar & Appointment Intelligence

Sales Pipeline Management System

View All AppointmentsSettings

Appointment Overview

Today

0
Done:0
Upcoming:0
Rescheduled:0
Cancelled:0
Lost:0

Tomorrow

0
Done:0
Upcoming:0
Rescheduled:0
Cancelled:0
Lost:0

This Week

0
Done:0
Upcoming:0
Rescheduled:0
Cancelled:0
Lost:0

This Month

3
Done:0
Upcoming:0
Rescheduled:3
Cancelled:0
Lost:0

Pipeline Insights

Scheduled Pipeline

₹69.86Cr

81.0% of total

Rescheduled Pipeline

₹6.15Cr

7.1% of total

Done (Achieved)

₹7.54Cr

8.7% of total

Lost / Cancelled

₹2.68Cr

3.1% of total

Upcoming Appointments

Honey
₹1.30Cr
May 04, 2026
02:00 PM
Deepti

CN:Honey| PH:61| HL:New|AMT:1.3 Cr| INFO:Age 34 ,Job, need loan 1,30 CR CIBIL 780 PUNE| SP:Deepti

Salesperson Performance

Sandeep
Top Performer
2 appointments
Done50.0%
Rescheduled0.0%
Lost0.0%
Total Pipeline:₹2.65Cr
Achieved:₹2.00Cr
Rutuja
5 appointments
Done20.0%
Rescheduled0.0%
Lost0.0%
Total Pipeline:₹1.92Cr
Achieved:₹50
Deepti
117 appointments
Done9.4%
Rescheduled6.0%
Lost3.4%
Total Pipeline:₹81.66Cr
Achieved:₹5.54Cr
deepti
5 appointments
Done0.0%
Rescheduled0.0%
Lost0.0%
Total Pipeline:₹323.3
Achieved:₹0
Deepti
1 appointments
Done0.0%
Rescheduled0.0%
Lost0.0%
Total Pipeline:₹1
Achieved:₹0