MGL LLP Dashboard

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✉ Alert recipients

These addresses receive the refresh summary after every pipeline run, and an alert whenever the pipeline fails or finds data errors. If the list is ever empty, psytechbuild@gmail.com is used.

Financial Year

Date Range

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Segment

Salesperson

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Today's Sales

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Yesterday's Sales

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Collections Due — Next 30 Days

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Payments Due — Next 30 Days

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Collections Due Next 30 Days

Customer	Salesman	Invoice No	Due Date	Outstanding (₹L)

Estimated Payments Due Next 30 Days

Vendor	Job No	Est. Due Date	Amount (₹L)

Invoices That Became Overdue Today

Customer	Salesman	Invoice No	Outstanding (₹L)

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No filters active — click any chart bar or table row to slice the data

YTD Revenue

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Prior FY same period —

Sales Target (Topline)

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Achievement —

Run Rate (Full Year Projected)

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at current pace

Prior FY full year —

vs Same Period Last Year

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MTD vs prior MTD —

MTD Revenue

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Same period last year —

Yesterday's Revenue

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Invoices raised —

Last 3 Days Revenue

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Daily average —

Revenue by Salesperson click bar to filter

Monthly Revenue Trend

Salesperson Breakdown

📈 Growing Customers

📉 Declining Customers

Jobs Not Yet Invoiced Revenue recognised in Sub-Jobwise but no Sales Register entry found

Loading AR data…

No filters active — click any chart bar or table row to slice the data

Filter salesperson

Total Outstanding AR

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Overdue portion—

Collected This FY

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Collection rate—

Overdue (Past Due Date)

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90+ days bucket—

Current (Not Yet Due)

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Invoices count—

Aging Distribution

Outstanding by Salesperson

Expected Collections — Next 5 Days click a bar to filter all sections below

Customer Summary

All Overdue Invoices

▶ Collected Invoices

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Net Forex Exposure — AR Outstanding vs AP Estimated, with INR Equivalent

Total AR equiv: —

Total AP equiv: —

Net equiv: —

Rates are manually configured — not live market rates. Update values in the _SETTINGS sheet and re-run a refresh to apply. AP figures are estimated from Purchase Register cost invoices; actual obligations may differ.

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⚠ Data Quality Checkpoints — These gaps should be resolved in your source files and a fresh import run. More checkpoint types will be added here as identified.

Sales without Jobs

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excluded from SM Targets

No Salesperson Tagged

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customers in master

Not in Customer Master

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customers with invoices

Orphan Job Customers

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in Sub-Jobwise not in master

Orphan Targets

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salespeople with no sales

Sales without Jobs

Sales Register lines whose SEGMENT CODE + JOB NUMBER has no match in the Sub-Jobwise report. They have revenue but no attributable cost, so they are excluded from Revenue, Cost and Gross Margin on the SM Targets tab. They remain included on the Sales tab. All years are always listed; use the column filters to narrow the table.

Customers with No Salesperson Tagged

Customers in Sales Register — Not in Customer Master

Sub-Jobwise Customers — Not in Customer Master

Salesperson Targets with No Corresponding Sales Data

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No filters active — click any chart bar or table row to slice

Total Revenue (Invoiced)

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Excl. reimbursement —

Total Cost

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from Sub-Jobwise report

Excl. reimbursement —

Gross Margin

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Excl. reimbursement —

vs GM Target —

Reimbursement Value

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Reimb. cost —

GM Target Achievement

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Uninvoiced potential GM —

Gross Margin vs GM Target by Salesperson click bar to filter

Revenue, Cost and GM by Salesperson

Gross Margin Trend by Month select salespeople above to compare

Show overall trend line Use the salesperson chips above to compare multiple people (Ctrl/Cmd+click)

Salesperson GM Breakdown

▶ Uninvoiced Jobs — Excluded from GM

These jobs have cost or revenue in Sub-Jobwise but no corresponding Sales Register entry. They are excluded from the GM calculation above until invoiced.