Vision for the Year
Strategic goals and milestones for FY 2025-26
Q1 — Apr to Jun 2025
Foundation & Growth
Progress68%
- Setup all company accounts in ERP
- Complete KYC for all 4 directors
- Onboard GreenSolar Pvt Ltd operations
- Complete land acquisition documentation
- Set up metal investment tracking module
Q2 — Jul to Sep 2025
Expansion & Tracking
Progress42%
- Launch PM Surya Ghar tracking
- Inter-company transaction reconciliation
- Partner capital distribution automation
- Construction cost tracking for land projects
- Metal buy/sell price tracking dashboard
Q3 — Oct to Dec 2025
Optimization & Compliance
Progress10%
- GST filing automation for all companies
- TDS compliance tracking
- Advance tax calculation & payment
- Full partner P&L reconciliation
- Complete ROI analysis for all investments
Q4 — Jan to Mar 2026
Year-End & Planning
Progress0%
- Annual audit preparation
- ITR filing for all entities
- Final partner profit distribution
- Year-end closing & new FY setup
- Board meeting & strategy for FY 2026-27
4
Active Companies
₹4.2 Cr
Total Investment Value
18.5%
23
Pending Tasks
4
Active Partners
Business Dashboard
Real-time analytics across all companies
Pending Dispatch
14
projects waiting for material
Tata Solar — 5kW4 projects
Waaree — 3kW6 projects
Vikram — 10kW+4 projects
Pending Loan Amount (post-dispatch)
₹18.6 L
dealer-wise pending collection
Sunrise Solar Store₹7.2 L
GreenTech Pvt Ltd₹5.8 L
PowerSave Agencies₹5.6 L
Pending Inverter-wise
9
projects pending net metering
Solis 5kW3 units
Solis 10kW4 units
Growatt 15kW2 units
₹1.85 Cr
Total Revenue (YTD)
24.3%
₹42.6 L
Net Profit (YTD)
12.7%
₹28.4 L
Accounts Receivable
5.2%
₹15.8 L
Accounts Payable
3.1%
Revenue vs Expense Trend
Monthly comparison for FY 2025-26
Company-wise Revenue Split
Contribution by entity
Cash Flow Analysis
Inflows vs Outflows
Investment Portfolio
Asset allocation
Partner Capital & Distributions
| Partner | Capital Contribution | Current Share | Distributions (YTD) | Investments Active | Metal Holdings | Land Holdings | Net Position |
|---|---|---|---|---|---|---|---|
RS Rahul Sharma |
₹45,00,000 | 30% | ₹8,50,000 | 6 | ₹12,40,000 | ₹28,00,000 | ₹76,90,000 |
AK Amit Kumar |
₹35,00,000 | 25% | ₹6,20,000 | 4 | ₹8,60,000 | ₹22,00,000 | ₹58,80,000 |
VP Vikram Patel |
₹30,00,000 | 25% | ₹5,80,000 | 5 | ₹10,20,000 | ₹18,00,000 | ₹52,00,000 |
MJ Manoj Joshi |
₹25,00,000 | 20% | ₹4,50,000 | 3 | ₹0 | ₹15,00,000 | ₹39,50,000 |
Company Documents
KYC, ITR, Loan Documents, Insurance & Property Files
KYC Documents
PAN, Aadhaar, GST Certificate
CompleteITR Documents
ITR-5 FY24, ITR-5 FY23
FiledLoan Documents
₹46L HDFC, ₹21L SBI
ActiveInsurance
Fire, Theft, General
Renewal DueProperty Documents
Title deeds, Registry, Maps
3 of 5Partnership Deeds
All partner agreements
CompleteRecent Documents
| Document Name | Category | Company | Uploaded | Expiry | Status | Action |
|---|---|---|---|---|---|---|
| GST Certificate - Sharma Ent. | KYC | Sharma Enterprises | 15 Mar 2025 | — | Active | |
| HDFC Loan Agreement ₹46L | Loan | Sharma Enterprises | 10 Jan 2025 | 10 Jan 2032 | Active | |
| Land Registry - Plot 42 Noida | Property | Skyline Infra LLP | 22 Feb 2025 | — | Registered | |
| Fire Insurance Policy | Insurance | GreenSolar Pvt Ltd | 05 Nov 2024 | 05 Nov 2025 | Renewal Due |
Directors KYC
Identity & compliance documents for all directors
RS
Rahul Sharma
Director 1 — Managing Director
PAN
ABCPS1234A
Aadhaar
XXXX-XXXX-1234
DIN
08765432
PAN Card
Aadhaar
Passport
Address Proof
Photo
AK
Amit Kumar
Director 2 — Finance Director
PAN
DEFAK5678B
Aadhaar
XXXX-XXXX-5678
DIN
07654321
PAN Card
Aadhaar
Passport
Address Proof
Photo
VP
Vikram Patel
Director 3 — Operations Director
PAN
GHIVP9012C
Aadhaar
XXXX-XXXX-9012
DIN
06543210
PAN Card
Aadhaar
Passport
Address Proof
Photo
MJ
Manoj Joshi
Director 4 — Technical Director
PAN
JKLMJ3456D
Aadhaar
XXXX-XXXX-3456
DIN
05432109
PAN Card
Aadhaar
Passport
Address Proof
Photo
Accounting
Chart of Accounts, Journal Entries & Ledger
Current Financial Year: 2025-26 (April 2025 — March 2026) | Assessment Year: 2026-27
Chart of Accounts (Accounting Heads)
Assets
| Code | Account Name | Type | Balance |
|---|---|---|---|
| 1001 | Cash in Hand | Current Asset | ₹3,45,000 |
| 1002 | HDFC Bank - Current A/c | Bank | ₹12,80,000 |
| 1003 | SBI Bank - Savings A/c | Bank | ₹5,60,000 |
| 1010 | Accounts Receivable | Receivable | ₹28,40,000 |
| 1020 | Inventory - Solar Panels | Inventory | ₹18,50,000 |
| 1050 | Land - Plot 42 Noida | Fixed Asset | ₹65,00,000 |
| 1051 | Metal Investments (Gold/Silver) | Investment | ₹31,20,000 |
| 1060 | Construction WIP | Fixed Asset | ₹22,00,000 |
Liabilities
| Code | Account Name | Type | Balance |
|---|---|---|---|
| 2001 | Accounts Payable | Current Liability | ₹15,80,000 |
| 2010 | HDFC Term Loan | Long Term Loan | ₹46,00,000 |
| 2011 | SBI Term Loan | Long Term Loan | ₹21,00,000 |
| 2020 | GST Payable | Tax Liability | ₹2,85,000 |
| 2021 | TDS Payable | Tax Liability | ₹1,20,000 |
Income
| Code | Account Name | Type | Balance |
|---|---|---|---|
| 4001 | Sales Revenue - Solar | Direct Income | ₹1,20,00,000 |
| 4002 | Service Income - AMC | Service Income | ₹8,50,000 |
| 4010 | Metal Trading Profit | Trading Income | ₹15,40,000 |
| 4011 | Land Sale Profit | Capital Gains | ₹22,00,000 |
| 4020 | Interest Income | Other Income | ₹1,80,000 |
Expenses
| Code | Account Name / Party | Type | Balance |
|---|---|---|---|
| 5001 | Material Purchase - Panels | COGS | ₹72,00,000 |
| 5010 | Employee Salary | Operating Expense | ₹18,00,000 |
| 5011 | Rent Expense | Operating Expense | ₹4,80,000 |
| 5012 | Electricity & Utilities | Operating Expense | ₹1,20,000 |
| 5020 | Transport (Rajesh Transport) | Operating Expense | ₹3,60,000 |
| 5030 | Construction Cost - Land | Capital Expense | ₹22,00,000 |
| 5040 | Metal Purchase (Gold/Silver) | Investment Expense | ₹28,00,000 |
| 5050 | Interest on Loans | Finance Expense | ₹6,20,000 |
Sales & Invoicing
GST-compliant invoicing and receivables management
₹1.2 Cr
Total Sales (YTD)
₹92 L
Collected
₹28.4 L
Outstanding
₹8.5 L
GST Collected
| Invoice # | Customer | Date | Amount | GST | Total | Payment Mode | Status | Action |
|---|---|---|---|---|---|---|---|---|
| INV-2025-0042 | Aditya Solar Systems | 18 Apr 2025 | ₹4,50,000 | ₹81,000 | ₹5,31,000 | Bank Transfer | Paid | |
| INV-2025-0041 | Sunrise Power Pvt Ltd | 15 Apr 2025 | ₹8,20,000 | ₹1,47,600 | ₹9,67,600 | Cash | Pending | |
| INV-2025-0040 | Greenfield Energy | 12 Apr 2025 | ₹12,00,000 | ₹2,16,000 | ₹14,16,000 | NEFT | Partial | |
| INV-2025-0039 | Metro Infra Solutions | 08 Apr 2025 | ₹3,80,000 | ₹68,400 | ₹4,48,400 | Cheque | Overdue | |
| INV-2025-0038 | Bharat Renewable | 02 Apr 2025 | ₹6,50,000 | ₹1,17,000 | ₹7,67,000 | UPI | Paid |
Showing 1-5 of 42 invoices
Purchase & Bills
Vendor management and purchase order tracking
₹86 L
Total Purchases (YTD)
₹70 L
Paid to Vendors
₹15.8 L
Payable to Vendors
₹6.2 L
Input GST Credit
| PO # | Vendor | Date | Amount | GST | TDS | Net Payable | Status | Action |
|---|---|---|---|---|---|---|---|---|
| PO-2025-018 | Tata Solar Modules | 16 Apr 2025 | ₹15,00,000 | ₹2,70,000 | ₹1,50,000 | ₹16,20,000 | Paid | |
| PO-2025-017 | Havells Cables Ltd | 12 Apr 2025 | ₹3,20,000 | ₹57,600 | ₹32,000 | ₹3,45,600 | Pending | |
| PO-2025-016 | Rajesh Transport | 08 Apr 2025 | ₹85,000 | ₹15,300 | ₹8,500 | ₹91,800 | Paid | |
| PO-2025-015 | Cement Corporation India | 05 Apr 2025 | ₹4,50,000 | ₹81,000 | ₹45,000 | ₹4,86,000 | Partial |
Showing 1-4 of 18 purchase orders
Material Inward
Photo / video receipts from transporter
INW-0041
18 Apr 2025 · Tata Solar
Received
40 × Tata 540W Mono Panels — PO-2025-018
DTDC · TN-12 AB 3456
Challan: CHN-2025-1042
3 photos uploaded
1 video uploaded
INW-0040
15 Apr 2025 · Havells
Received
DC Cable 6mm² — 500m roll, AC Cable 4mm² — 200m — PO-2025-017
Delhivery · HR-26 CD 7890
Challan: CHN-2025-1039
2 photos uploaded
Upload transporter receipt photo/video
Click or drag & drop · JPG, PNG, MP4 Material Outward
Delivery challans for dispatch to project sites
OUT-0028
20 Apr 2025 · PRJ-036
In Transit
20 × Tata 540W + Solis 20kW Inverter — Sunrise Power, Connaught Place
Rajesh Transport · DL-01 EF 2345
Challan: DC-2025-0192
Dispatch by: Manish Verma
OUT-0027
17 Apr 2025 · PRJ-035
Delivered
14 × Waaree 500W + Solis 7kW Inverter — Sharma Ji, Gurgaon
Own Vehicle · HR-05 GH 6789
Challan: DC-2025-0191
Dispatch by: Vikram Patel
Upload WhatsApp chat / Proforma / Invoice screenshot
Click or drag & drop · JPG, PNG, PDFExpense Management
Track all expenses across companies and categories
₹1.56 Cr
Total Expenses (YTD)
₹72 L
Material Cost
₹18 L
Salary & Wages
₹22 L
Construction Cost
Expense by Category
Recent Expenses
| Date | Description | Category | Amount |
|---|---|---|---|
| 20 Apr | Site visit - fuel | Travel | ₹2,500 |
| 19 Apr | Office electricity bill | Utilities | ₹12,400 |
| 18 Apr | Cement 500 bags | Construction | ₹1,75,000 |
| 17 Apr | Steel rods 2 ton | Construction | ₹1,20,000 |
| 16 Apr | Labour charges | Wages | ₹45,000 |
| 15 Apr | Courier & postage | Admin | ₹800 |
| 14 Apr | Client meeting lunch | Entertainment | ₹3,200 |
Investments & ROI
Metal trading, land acquisition, partner stakes & return tracking
₹4.2 Cr
Total Investment Value
18.5% ROI
₹31.2 L
Metal Holdings (Gold + Silver)
12.3%
₹83 L
Land Investments
24.1%
₹1.8 Cr
Inter-company Stakes
Metal Investment Tracker
Track buy/sell with dates, prices and profits — Partners: Rahul & Vikram
| Trade ID | Metal | Buy Date | Buy Price/gm | Qty (gm) | Total Cost | Sell Date | Sell Price/gm | Sell Amount | P&L | Source | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MTL-001 | Gold | 15 Jan 2025 | ₹6,200 | 500 | ₹31,00,000 | — | ₹6,850 (Live) | ₹34,25,000 | +₹3,25,000 | Customer Cash | Holding |
| MTL-002 | Silver | 20 Feb 2025 | ₹72 | 10,000 | ₹7,20,000 | 12 Mar 2025 | ₹78 | ₹7,80,000 | +₹60,000 | Company A Cash | Sold |
| MTL-003 | Gold | 05 Mar 2025 | ₹6,400 | 200 | ₹12,80,000 | 28 Mar 2025 | ₹6,650 | ₹13,30,000 | +₹50,000 | Customer Cash | Sold → Land |
Land Investments & Construction
All partners — Track property, construction costs, partner shares
Plot 42 — Sector 62, Noida
Under Construction
₹65 L
Purchase Cost
₹22 L
Construction
₹87 L
Total Investment
₹1.2 Cr
Current Value
38%
ROI
4
Partners
Construction Progress65%
Rahul (30%)
₹26.1 L
Amit (25%)
₹21.75 L
Vikram (25%)
₹21.75 L
Manoj (20%)
₹17.4 L
Agricultural Land — Manesar, Gurgaon
Acquired
₹18 L
Purchase Cost
₹0
Construction
₹18 L
Total Investment
₹24 L
Current Value
33%
ROI
2
Partners
Company Stakes & Cross-Investments
Tracking Company A's investment in Company B (50% stake)
Sharma Enterprises
Company A — Source
₹1.8 Cr Invested
50% Stake
GreenSolar Pvt Ltd
Company B — Target
| Date | Description | Amount | Payment Mode | Funded By | Running Total |
|---|---|---|---|---|---|
| 01 Apr 2024 | Initial equity investment | ₹50,00,000 | Bank Transfer | Company A | ₹50,00,000 |
| 15 Jun 2024 | Working capital infusion | ₹25,00,000 | NEFT | Company A | ₹75,00,000 |
| 20 Aug 2024 | Equipment purchase advance | ₹40,00,000 | Bank Transfer | Company A | ₹1,15,00,000 |
| 10 Nov 2024 | Operating expenses | ₹35,00,000 | Cash | Company A Partners | ₹1,50,00,000 |
| 05 Feb 2025 | Marketing & expansion | ₹30,00,000 | NEFT | Company A | ₹1,80,00,000 |
Salary Management
Employee payroll, PF, ESI & TDS deductions
24
Total Employees
₹4,80,000
Total Gross Salary
₹92,000
Total Deductions
₹3,88,000
Net Payable
| Employee | Designation | Basic | HRA | DA | PF | ESI | TDS | Net Pay | Status |
|---|---|---|---|---|---|---|---|---|---|
SK Suresh Kumar |
Sr. Engineer | ₹28,000 | ₹14,000 | ₹8,400 | ₹3,360 | ₹840 | ₹2,500 | ₹43,700 | Paid |
PM Priya Mishra |
Accountant | ₹22,000 | ₹11,000 | ₹6,600 | ₹2,640 | ₹660 | ₹1,800 | ₹34,500 | Paid |
RV Rohit Verma |
Technician | ₹18,000 | ₹9,000 | ₹5,400 | ₹2,160 | ₹540 | ₹0 | ₹29,700 | Pending |
Bank Reconciliation
Match bank statements with book entries
₹12,80,000
Book Balance
₹13,25,000
Bank Balance
Reconciliation Summary
Book Balance
₹12,80,000
Bank Balance
₹13,25,000
Difference: ₹45,000
• 2 cheques issued but not presented: ₹32,000
• 1 direct deposit not recorded in books: ₹13,000
| Date | Description | Book Amt | Bank Amt | Difference | Status | Action | |
|---|---|---|---|---|---|---|---|
| 18 Apr | NEFT - Aditya Solar | ₹5,31,000 | ₹5,31,000 | ₹0 | Matched | ||
| 16 Apr | Cheque #4521 - Vendor | ₹22,000 | — | ₹22,000 | Unmatched | ||
| 14 Apr | Direct Deposit - Interest | — | ₹13,000 | ₹13,000 | Unmatched | ||
| 12 Apr | NEFT - Salary Transfer | ₹4,80,000 | ₹4,80,000 | ₹0 | Matched |
Inter-Company Transactions
Track fund flows and settlements between entities
Company Ecosystem Flow
Sharma Enterprises
Revenue Hub
₹1.8 Cr
₹42 L
GreenSolar Pvt Ltd
50% Stake
Skyline Infra LLP
Land & Construction
₹35 L
MetalTrade Corp
Gold & Silver Trading
| Txn ID | From | To | Date | Amount | Purpose | Mode | Status |
|---|---|---|---|---|---|---|---|
| ICT-042 | Sharma Ent. | GreenSolar | 15 Apr 2025 | ₹30,00,000 | Working Capital | NEFT | Settled |
| ICT-041 | MetalTrade | Skyline Infra | 10 Apr 2025 | ₹15,00,000 | Metal Sale → Land Investment | Cash | Settled |
| ICT-040 | GreenSolar | Sharma Ent. | 05 Apr 2025 | ₹12,00,000 | Profit Distribution | Bank Transfer | Pending |
Costing & Items
Product bundles, pricing and margin management
Product Bundle — 5kW Solar System
Bundle ID: BDL-001 | Last updated: 18 Apr 2025
| Sr. | Product Name | Unit | Qty | Purchase Rate | System Sell Price | Profit | Margin % |
|---|---|---|---|---|---|---|---|
| 1 | Solar Panel 545W Mono PERC | Pcs | 10 | ₹12,500 | ₹15,000 | ₹25,000 | 20% |
| 2 | 5kW Hybrid Inverter | Pcs | 1 | ₹42,000 | ₹52,000 | ₹10,000 | 23.8% |
| 3 | Mounting Structure (GI) | Set | 1 | ₹18,000 | ₹24,000 | ₹6,000 | 33.3% |
| 4 | AC/DC Cable (4mm) | Meter | 100 | ₹25 | ₹35 | ₹1,000 | 40% |
| 5 | DCDB + ACDB Box | Set | 1 | ₹3,500 | ₹5,000 | ₹1,500 | 42.8% |
| 6 | Earthing Kit | Set | 1 | ₹2,800 | ₹4,000 | ₹1,200 | 42.8% |
| 7 | Lightning Arrestor | Pcs | 1 | ₹1,200 | ₹2,000 | ₹800 | 66.6% |
| 8 | Installation & Labour | Job | 1 | ₹15,000 | ₹25,000 | ₹10,000 | 66.6% |
| TOTAL BUNDLE | ₹2,08,500 | ₹2,64,000 | ₹55,500 | 26.6% |
CRM — Lead Pipeline
Lead capture, dealer management & PM Surya Ghar tracking
128
Total Leads
32 this month
42
Won Deals
18
PM Surya Ghar
₹2.4 Cr
Pipeline Value
New Leads
8
Rajesh Gupta — 10kW Rooftop
Meera Electronics — 25kW
Anil Sharma — 3kW
Site Survey
5
Hotel Sunshine — 50kW
Patel Residency — 5kW
Quotation Sent
6
ABC Industries — 100kW
Green Valley School — 15kW
Won
4
Sunrise Power — 20kW
Sharma Ji — 7kW
Lost
2
Metro Mall — 200kW
Projects — Solar Installation
Site survey, installation, commissioning & net metering
850 kW
Total Capacity Installed
28
Commissioned
8
In Progress
5
Net Meter Pending
| Project ID | Customer | Capacity | Subsidy | Survey | Material | Installation | Commission | Net Meter | Status |
|---|---|---|---|---|---|---|---|---|---|
| PRJ-036 | Sunrise Power | 20 kW | ₹78,000 | Installing | |||||
| PRJ-035 | Sharma Ji | 7 kW | ₹94,822 | Net Meter | |||||
| PRJ-034 | Green Valley School | 15 kW | ₹78,000 | Material | |||||
| PRJ-033 | Patel Residency | 5 kW | ₹78,000 | Complete |
Calendar, Notes & Reminders
Day-wise tasks, follow-ups & events for all partners
April 2025
Sun
Mon
Tue
Wed
Thu
Fri
Sat
30
31
1
Team standup
2
3
Follow-up: Rajesh
4
5
GST Filing Due
6
7
TDS Payment
8
Site Survey - Hotel
9
10
Call: ABC Ind.
11
12
Board Meeting
13
14
15
Vendor Payment
Partner Meet
16
17
Metal Price Review
18
19
20
Advance Tax Due
CRM Review
21
Land inspection
22
Survey: Patel
23
Follow-up: School
24
25
Salary Process
26
27
28
EMI Due - HDFC
29
30
Month End Closing
1
2
3
Finance Module
Deal profitability, loan tracking, vendor payments & cash flow
₹55.5K
Avg. Deal Profit (5kW)
26.6%
Average Margin
₹67 L
Active Loans
₹4.2 L
Monthly EMI
Loan Tracking
| Loan ID | Bank | Sanctioned | Outstanding | EMI | Rate | Tenure | Next EMI | Status |
|---|---|---|---|---|---|---|---|---|
| LN-001 | HDFC Bank | ₹46,00,000 | ₹38,50,000 | ₹2,80,000 | 9.25% | 7 Years | 28 Apr 2025 | Active |
| LN-002 | SBI | ₹21,00,000 | ₹18,20,000 | ₹1,40,000 | 8.75% | 5 Years | 05 May 2025 | Active |
Cash Flow Forecast (Next 6 Months)
Vendor Payment Schedule
| Vendor | Amount | Due Date | Status |
|---|---|---|---|
| Tata Solar | ₹8,20,000 | 25 Apr | Due |
| Havells | ₹3,45,600 | 28 Apr | Due |
| Cement Corp | ₹2,40,000 | 01 May | Upcoming |
| Rajesh Transport | ₹45,000 | 05 May | Upcoming |
| Steel Suppliers | ₹6,80,000 | 10 May | Upcoming |
Accounting Lite
Quick invoicing, expense tracking & GST-ready exports
42
Invoices (This Month)
₹18.5 L
Revenue (This Month)
₹8.2 L
Expenses (This Month)
Partner Profit Share Tracking
FY 2025-26 | Auto-calculated
RS
Rahul Sharma
30% Share
₹12,78,000
Profit Share
AK
Amit Kumar
25% Share
₹10,65,000
Profit Share
VP
Vikram Patel
25% Share
₹10,65,000
Profit Share
MJ
Manoj Joshi
20% Share
₹8,52,000
Profit Share
Service Module
Complaints, AMC, warranty & technician management
12
Open Tickets
156
Resolved (YTD)
42
Active AMCs
85
Under Warranty
#TKT-0124
High
Inverter showing error E-014 — No power output
#TKT-0123
Medium
Generation reading lower than expected — Panel cleaning needed
#TKT-0122
Low
Net meter reading verification request
Knowledge Base
SOPs, manuals, checklists & training resources
Standard Operating Procedures
Step-by-step processes for all operations
12 Documents
Installation Manuals
Product installation & configuration guides
8 Documents
Subsidy Document Checklist
PM Surya Ghar & state subsidy documents
5 Checklists
Training Videos
Team training & product demo videos
15 Videos
Safety Guidelines
On-site safety protocols & compliance
6 Documents
Accounting SOPs
GST filing, TDS, invoicing procedures
10 Documents
Product Datasheets
Brand-wise technical specs — panels, inverters, batteries, pumps
Tata Solar 540W
Mono PERC · Efficiency 21.3%
PDF · 1.2 MBWaaree 500W
Mono PERC · Efficiency 20.8%
PDF · 980 KBAdani 445W
Bifacial · Efficiency 21.6%
PDF · 1.4 MBVikram Solar 540W
TopCon · Efficiency 22.1%
PDF · 1.1 MBRenewsys 545W
Mono · Efficiency 21.0%
PDF · 890 KBLuminous 415W
Poly · Efficiency 17.2%
PDF · 760 KBInverter Datasheets
Solis 3kW On-Grid
Single Phase · WIFI included
PDF · 2.1 MBSolis 5kW On-Grid
Single Phase · WIFI included
PDF · 2.3 MBSolis 10kW On-Grid
Three Phase · WIFI + LAN
PDF · 2.8 MBGrowatt 15kW
Three Phase Hybrid
PDF · 3.2 MBUTL Gamma+ 5kW
Hybrid · Off-grid capable
PDF · 1.8 MBFronius Primo 8.0
On-Grid · Commercial grade
PDF · 4.1 MB Company Assets
| Avirat Company Profile | ||
| Logo Pack (all formats) | ZIP · 8.4 MB | |
| Brand Video 2025 | MP4 · 42 MB | |
| Press Release — PM Surya Ghar | ||
| Social Media Ads Pack | ZIP · 22 MB | |
| Dealer Banner / Leaflet | ZIP · 15 MB |
Learning Modules
Director Level
Business Strategy & Scaling (8 videos)
Partner Accounting Deep Dive (5 videos)
MSME & Compliance Training (4 videos)
Solar Industry Trends 2025 (6 videos)
Employee Level
Solar Panel & Installation Basics (12 videos)
ERP Usage & Data Entry (6 videos)
CRM Call Scripts & Follow-up (8 videos)
Customer Handling & Objections (5 videos)
PM Surya Ghar Process Guide (4 videos)
HR Module
Employee master, onboarding, task scheduling & team management
11
Total Employees
9
Active
₹4.2 L
Monthly Payroll
5–7
Customer Calls / Day / Emp
RS
Rohit Sharma
Sales Executive
Mobile
+91 98001 11111
DOB
15 Aug 1995
Joined
01 Apr 2023
Salary
₹28,000/mo
Dept.
Sales
Blood
B+
Offer Letter
Aadhar
PAN
Bank
PK
Priya Kaur
CRM Executive
Mobile
+91 98001 22222
DOB
22 Mar 1997
Joined
01 Jul 2023
Salary
₹24,000/mo
Dept.
CRM
Blood
O+
Offer Letter
Aadhar
PAN
Bank
MV
Manish Verma
Site Installer
Mobile
+91 98001 33333
DOB
10 Jan 1993
Joined
15 Jan 2022
Salary
₹32,000/mo
Dept.
Operations
Blood
A+
Offer Letter
Aadhar
PAN
Bank
All Employees
| Name | Post / Dept. | Mobile | Father's Mobile | Joined | Salary | Reference | Docs | Action |
|---|---|---|---|---|---|---|---|---|
RS Rohit Sharma |
Sales Exec / Sales | +91 98001 11111 | +91 97001 11111 | 01 Apr 2023 | ₹28,000 | Vikram Patel | 4/4 | |
PK Priya Kaur |
CRM Exec / CRM | +91 98001 22222 | +91 97001 22222 | 01 Jul 2023 | ₹24,000 | Company Lead | 3/4 | |
MV Manish Verma |
Installer / Operations | +91 98001 33333 | +91 97001 33333 | 15 Jan 2022 | ₹32,000 | Rahul Sharma | 3/4 | |
AS Anita Singh |
Accountant / Finance | +91 98001 44444 | +91 97001 44444 | 01 Jun 2022 | ₹26,000 | Amit Kumar | 4/4 |
Daily Task Scheduler — 15-Min Slots
32 slots / day per employee · Includes lunch, learning, team discussion, old-customer calls
Time
Mon · 21
Tue · 22
Wed · 23
Thu · 24
9:00
Team Standup
Team Standup
Team Standup
Team Standup
9:15
Old Customer Calls
Old Customer Calls
Old Customer Calls
Old Customer Calls
9:30
Old Customer Calls
Old Customer Calls
Old Customer Calls
Old Customer Calls
9:45
Lead Follow-up
Lead Follow-up
Lead Follow-up
Lead Follow-up
10:00
Lead Follow-up
Lead Follow-up
Lead Follow-up
Lead Follow-up
10:15
New Lead Calls
New Lead Calls
New Lead Calls
New Lead Calls
10:30
New Lead Calls
New Lead Calls
New Lead Calls
New Lead Calls
10:45
New Lead Calls
New Lead Calls
New Lead Calls
New Lead Calls
11:00
Site Visit Prep
—
Customer Meeting
—
11:15
Site Visit Prep
—
Customer Meeting
—
11:30
—
Quotation Prep
—
Quotation Prep
11:45
—
Quotation Prep
—
Quotation Prep
12:00
—
—
—
—
12:15
—
—
—
—
12:30
Lunch Break (12:30 – 1:15 PM)
12:45
1:00
1:15
YouTube Learning
YouTube Learning
YouTube Learning
YouTube Learning
1:30
Group Discussion
Group Discussion
Group Discussion
Group Discussion
1:45
Afternoon Calls
Afternoon Calls
Afternoon Calls
Afternoon Calls
2:00
Afternoon Calls
Afternoon Calls
Afternoon Calls
Afternoon Calls
2:15
Afternoon Calls
Afternoon Calls
Afternoon Calls
Afternoon Calls
2:30
—
Documentation
—
Documentation
2:45
—
Documentation
—
Documentation
3:00
Report Update
Report Update
Report Update
Report Update
3:15
Evening Follow-up
Evening Follow-up
Evening Follow-up
Evening Follow-up
3:30
Evening Follow-up
Evening Follow-up
Evening Follow-up
Evening Follow-up
3:45
Admin / ERP Entry
Admin / ERP Entry
Admin / ERP Entry
Admin / ERP Entry
4:00
Day-end Reporting
Day-end Reporting
Day-end Reporting
Day-end Reporting
Team/Meetings
Customer Calls
Old Customers / Docs
Learning / Admin
Lunch Break
Vendor Master
Supplier directory — solar panels, inverters, cables, logistics & more
38
Total Vendors
12
Preferred Vendors
4
Overdue Payments
₹15.8 L
Outstanding Payable
Vendor List
Full list download restricted to developer only
| Vendor Name | Category | City | Mobile | Transport | Dispatch Person | GST | Outstanding | Notes | Action |
|---|---|---|---|---|---|---|---|---|---|
| Tata Solar Modules | Solar Panels | Mumbai | +91 98100 11111 | DTDC Cargo | Rajan (98200 11111) | 27TATAS1234A1Z5 | ₹2,70,000 | Reliable, 30-day credit | |
| Havells Cables Ltd | Cables | Noida | +91 98100 22222 | Delhivery | Suresh (98200 22222) | 09HAVLS5678B2Z6 | ₹0 | Best DC cable rates | |
| Solis Inverters | Inverters | Ahmedabad | +91 98100 33333 | Blue Dart | Kamal (98200 33333) | 24SOLIS9012C3Z7 | ₹86,000 | 5yr warranty support | |
| Rajesh Transport | Transport | Delhi | +91 98100 44444 | Own fleet | Rajesh (98100 44444) | 07RAJTRT345D4Z8 | ₹0 | Preferred for local delivery | |
| Waaree Solar | Solar Panels | Surat | +91 98100 55555 | Transport Corp | Deepak (98200 55555) | 24WAREE6789E5Z9 | ₹4,50,000 | Payment overdue — escalate | |
| GI Structure Works | Structure | Junagadh | +91 98100 66666 | Local tempo | Bharat (98200 66666) | 24GISTR1234F6Z1 | ₹0 | Custom structure sizes available |
Dealer Master
Dealer network, commissions, pricing tiers & training resources
24
Active Dealers
₹8.4 L
Commission Paid (YTD)
₹1.2 L
Commission Pending
86 kW
Dealer-referred Installs
Dealer List
| Dealer / Firm | Person Name | City | Mobile | Partner | Kit 1 Price | Kit 2 Price | Full Kit Price | Commission % | Docs | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sunrise Solar Store | Pankaj Mehta | Rajkot | +91 97001 11111 | Rahul Sharma | ₹68,000 | ₹1,24,000 | ₹4,80,000 | 2.5% | Complete | |
| GreenTech Pvt Ltd | Nilesh Patel | Surat | +91 97001 22222 | Vikram Patel | ₹67,000 | ₹1,22,000 | ₹4,75,000 | 2% | Partial | |
| PowerSave Agencies | Suresh Rao | Junagadh | +91 97001 33333 | Amit Kumar | ₹69,000 | ₹1,26,000 | ₹4,85,000 | 3% | Complete | |
| EcoSun Traders | Kiran Shah | Porbandar | +91 97001 44444 | Manoj Joshi | ₹70,000 | ₹1,28,000 | ₹4,90,000 | 2% | Missing PAN |
Admin Settings
Multi-company, access control, white labeling & integrations
Multi-Company Management
| Company | Type | GSTIN | Partners | Status | Action |
|---|---|---|---|---|---|
| Sharma Enterprises | Partnership Firm | 07ABCPS1234A1Z5 | 4 | Active | |
| GreenSolar Pvt Ltd | Pvt Ltd Company | 07DEFGS5678B2Z3 | 2 | Active | |
| Skyline Infra LLP | LLP | 07GHIJK9012C3Z1 | 4 | Active | |
| MetalTrade Corp | Proprietorship | 07LMNOP3456D4Z9 | 2 | Active |
Partner Access Control
| User | Role | Companies | Dashboard | Accounting | CRM | Finance | Admin |
|---|---|---|---|---|---|---|---|
| Rahul Sharma | Super Admin | All | |||||
| Amit Kumar | Finance Admin | Company A, B | |||||
| Vikram Patel | Operations | Company A, C | |||||
| Manoj Joshi | Viewer | Company A |
API & Integrations
Tally Prime
Connected
GST Portal
Connected
Website API
Not Connected