The sales desk

Which regions are slipping — and what should each salesperson do today?

Volume, collections and distributor health on the same numbers finance uses — and a desk that goes out to the field every morning instead of waiting to be opened.

Live today running in client systems Prototype built and demonstrable Can be built designed, ready to scope

Fig. 1 — How the sales desk works — sources are pulled in, experts' rules and deterministic code produce every figure, and only then does AI explain it.

Live today

Collections by region

Who is behind on this month's collections, and by how much?

Collected against target by region, salesperson and customer
Reconciled to the bank, not to what the field reports
Drills from region to the invoices that make up the gap

September collections vs target 4 working days leftDemo

South101%

West94%

East88%

North78%

Share of target collected, on a 0–110% scale; the tick marks 100%.

Region	Target	Collected	Gap
North	₹31.0 Cr	₹24.2 Cr	₹6.8 Cr
East	₹19.0 Cr	₹16.7 Cr	₹2.3 Cr
West	₹28.0 Cr	₹26.3 Cr	₹1.7 Cr
South	₹22.0 Cr	₹22.2 Cr	Met

Can be built

The 10am report

What does each salesperson need to know before their first visit?

A personal brief: volume, collections, overdue customers, one focus for the day
The emailed version, with a workbook attached, already runs daily for 30 salespeople
WhatsApp delivery, with replies logged back against the customer

Delivered at 10:00 IST salesperson viewDemo

SIMeridian Sales Deskautomated · verified business

Good morning Arjun — North-2, 30 Sep
Volume MTD412 / 480 KL · 86% Collected MTD₹3.1 / ₹4.0 Cr 10:00

Overdue — ₹85 L
Shree Motors₹48 L · 64d Kapoor Auto₹22 L · 51d Delta Fleet₹15 L · 47d 10:00

Today's focus
Visit Shree Motors — two invoices are past 60 days and new orders are on hold.10:00

Met them, cheque for ₹30 L on Friday13:42 ✓✓

Can be built

Distributor credit risk

Whose credit do we hold, and whose can we safely extend?

Scores every distributor on overdue age, payment trend and order momentum
Recommends an action, with the reasons shown beside the score
Blocks dispatch to high-risk accounts until someone approves

Credit watchlist ranked by riskDemo

Distributor	Overdue	Risk	Suggested action
Shree Motors North · 64 days	₹48 L	82	Hold new credit
Kapoor Auto North · 51 days	₹22 L	61	Collect before next dispatch
Coastal Lubes West · 46 days	₹35 L	44	Watch
Anand Agencies East · 38 days	₹9 L	23	Extend limit by ₹20 L

Why Shree Motors scores 82: oldest invoice 64 days, orders down 55% since April, and two cheques returned this quarter.

Can be built

Discount leakage

Where are we giving away more than the pricing policy allows?

Realised price against list, invoice by invoice
Heat-mapped by region and product family against the policy ceiling
Puts a rupee figure on every point above policy

Average discount off list Q2 FY27 · policy ceiling 6%Demo

Engine oilsGear oilsIndustrialGreases North7.8%6.2%9.4%4.1% West5.1%4.8%6.0%3.9% South4.6%5.2%5.5%3.7% East6.9%8.8%7.1%4.4%

Red cells exceed the 6% ceiling; deeper red is further over.

North industrial oils at 9.4% — ₹1.3 Cr given away above policy this quarter, 70% of it on 4 accounts.

Live today

Channel stock build-up

Are we selling to customers, or just filling our distributors' warehouses?

Primary dispatch against secondary sell-through, side by side
Weeks of stock sitting with distributors, by territory
Flags when this month's volume is being borrowed from next month's

Primary vs secondary volume KL per monthDemo

Distributor stock, April3.1 wks

Distributor stock, September5.3 wks+1,600 KL in six months

Can be built

Lapsing distributors

Who has quietly stopped ordering from us?

Learns each account's normal ordering rhythm
Flags when the gap since the last order stretches well beyond it
Hands the salesperson a reason to call, before a competitor does

Ordering later than usual 3 accounts · 64 KL a month at riskDemo

Singh Tractors · NorthUsually orders every 11 days · last order 29 days ago · avg 31 KL a month2.6× gap

Metro Fleet Services · WestUsually every 14 days · last order 37 days ago · avg 22 KL a month2.6× gap

Vinayak Traders · EastUsually every 9 days · last order 21 days ago · avg 11 KL a month2.3× gap

Context for the call: Singh Tractors' last two orders dropped gear oils — a competitor launched a tractor-oil scheme in their district in August.

Agents on this desk

The desk that comes to the field.

Live today

Daily salesperson report

A personal performance brief with workbook, emailed to every salesperson each morning.

→ 30 salespeople

Live today

Regional manager roll-up

Each manager's team at a glance, before the morning call.

→ Regional managers

Can be built

Collections shortfall

Warns when a region can't reach target at its current daily pace.

→ Region head

Can be built

Lapsed-account nudge

Prompts the owner when a regular account misses its usual order window.

→ Account salesperson

Next desk

Operations Desk →

Which regions are slipping — and what should each salesperson do today?

Collections by region

The 10am report

Distributor credit risk

Discount leakage

Channel stock build-up

Lapsing distributors

The desk that comes to the field.

Daily salesperson report

Regional manager roll-up

Collections shortfall

Lapsed-account nudge

Pick the screen you wish you had on Monday.

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