Good morning, Anoop 👋
Here's what's happening across Diabefreelife today.
| Name | Source | Stage | Time |
|---|---|---|---|
| Meena Krishnan 98765 43210 | Contacted | 2h ago | |
| Rakesh Sharma 97654 32109 | Website | New | 4h ago |
| Deepa Pillai 96543 21098 | Demo Done | 6h ago | |
| Vijay Nambiar 95432 10987 | Demo Sched. | Yesterday | |
| Anita Gupta 94321 09876 | Referral | Converted | Yesterday |
| Member | Program | Joined |
|---|---|---|
RK Ravi Kumar | Foundation | Today |
SJ Sunita Joshi | Trial | Today |
MT Manoj Tiwari | Mastery | Yesterday |
LP Lata Patil | Foundation | Yesterday |
AR Arun Reddy | Trial | 2 days ago |
CRM Pipeline Phase 3
Track every lead from first contact to conversion
All Leads Phase 3
247 leads — all sources and stages
| Name | Phone | Source | Stage | Assigned To | Last Activity | Follow-Up | Action |
|---|---|---|---|---|---|---|---|
| Meena Krishnan | 98765 43210 | New | AK Arjun K. |
2h ago | Today | ||
| Priya Menon | 94321 09876 | Contacted | SR Sneha R. |
3d ago | Overdue | ||
| Deepa Pillai | 96543 21987 | Demo Done | DM Dev M. |
Yesterday | Tomorrow | ||
| Anita Gupta | 94321 09876 | Referral | Converted | AK Arjun K. |
Yesterday | None | |
| Vijay Nambiar | 91098 76543 | Demo Sched. | SR Sneha R. |
3d ago | 18 Aug 3PM | ||
| Naresh Patel | 91098 76543 | Lost | DM Dev M. |
5d ago | None |
Courses Phase 2
Manage your curriculum — add, edit and publish courses for each program
Habit Tracker — DWF Program Phase 2
10 daily habits · 10 pts each · Training sessions up to 400 pts · Total 6,000 pt journey
| # | Habit | Type | Points | Edit |
|---|---|---|---|---|
| H1 | Fixed Bed Time Sleep at the same time every night |
Do Daily | +10 | |
| H2 | Gratitude Practice Write 3 things you're grateful for |
Do Daily | +10 | |
| H3 | Detox Tea Cumin + coriander + fennel + cinnamon — 30–50ml portions, hot, before 6 PM |
Do Daily | +10 | |
| H4 | Live Fitness Session Attend the scheduled live fitness class |
Do Daily | +10 | |
| H5 | Sunlight Exposure 10–20 mins of morning sunlight |
Do Daily | +10 | |
| H6 | Protein-Rich Breakfast Follow the healthy plate formula at breakfast |
Do Daily | +10 | |
| H7 | Healthy Plate Formula Follow the prescribed meal composition formula |
Do Daily | +10 | |
| H8 | Avoid Packed / Processed Food No packaged or ultra-processed food today |
Avoid Daily | +10 | |
| H9 | Avoid Tea / Coffee No regular tea or coffee (herbal is fine) |
Avoid Daily | +10 | |
| H10 | Avoid Refined Sugar / Sweets No sweets, mithai, sugary drinks today |
Avoid Daily | +10 |
| Session | When | Points | Edit |
|---|---|---|---|
| Onboarding Session | Day 0 — on signup | +200 | |
| Weekly Review — Week 1 | End of Week 1 | +200 | |
| Weekly Review — Week 2 | End of Week 2 | +200 | |
| Weekly Review — Week 3 | End of Week 3 | +200 | |
| Weekly Review — Week 4 | End of Week 4 | +200 | |
| DWF Masterclass — Day 1 | Week 2 | +400 | |
| DWF Masterclass — Day 2 | Week 3 | +400 | |
| DWF Masterclass — Day 3 | Week 4 | +400 | |
| Google Review Feedback | End of program | +400 | |
| Video Feedback / Testimonial | End of program | +400 | |
| TOTAL TRAINING POINTS | 3,000 pts | ||
HRA Editor Phase 2
Health Risk Assessment — 8 sections · FREE & PAID questions · Gender-conditional logic
Prakriti Analysis Phase 2 DWM Mastery Only
Ayurvedic body-type assessment — 60 questions across Vata, Pitta & Kapha doshas
| # | Question | 0 | 1–3 | 4–6 | Edit |
|---|---|---|---|---|---|
| V1 | I perform activities very quickly. | ||||
| V2 | I am not good at memorizing things and then not good at remembering them later. | ||||
| V3 | I am enthusiastic and vivacious by nature. | ||||
| V4 | I have a thin physique — I don't gain weight very easily. | ||||
| V5 | I tend to have difficulty making decisions. | ||||
| V6 | I tend to develop gas or become constipated easily. | ||||
| V7 | I become anxious or worried frequently. | ||||
| V8 | My skin tends to be very dry, especially in winters. | ||||
| … 12 more Vata questions · | |||||
Staff Directory Phase 3
14 active staff members
| Name | Role | Department | Join Date | Reports To | Status | Action |
|---|---|---|---|---|---|---|
RK Rajesh Kumar raj.kumar@diabefreelife.com |
Manager | Operations | 1 Jan 2025 | Anoop Gupta | Active | |
PS Priya Sharma priya.s@diabefreelife.com |
Coach | Health Coaching | 15 Mar 2025 | Rajesh Kumar | Active | |
AK Arjun Kapoor arjun.k@diabefreelife.com |
Sales | Sales | 1 Jun 2025 | Rajesh Kumar | Active | |
SR Sneha Rao sneha.r@diabefreelife.com |
Sales | Sales | 1 Jun 2025 | Rajesh Kumar | Active | |
DM Dev Mehta dev.m@diabefreelife.com |
Sales | Sales | 15 Jul 2025 | Rajesh Kumar | Active | |
MJ Meera Joshi meera.j@diabefreelife.com |
Coach | Health Coaching | 1 Apr 2025 | Rajesh Kumar | Active | |
VN Vinod Nair vinod.n@diabefreelife.com |
Support | Operations | 1 Aug 2025 | Rajesh Kumar | Probation |
Attendance Phase 3
Week of 18 – 22 Aug 2026
| Staff Member | Mon 18 | Tue 19 | Wed 20 | Thu 21 | Fri 22 | Total Hrs |
|---|---|---|---|---|---|---|
RK Rajesh Kumar |
9:00–6:00 | — | — | — | — | 9h |
PS Priya Sharma |
9:30–6:00 | — | — | — | — | 8.5h |
AK Arjun Kapoor |
Leave | — | — | — | — | 0h |
SR Sneha Rao |
9:15–5:45 | — | — | — | — | 8.5h |
DM Dev Mehta |
Absent | — | — | — | — | 0h |
MJ Meera Joshi |
10:00–6:30 | — | — | — | — | 8.5h |
Leave Requests Phase 3
3 pending approvals
| Staff Member | Leave Type | From | To | Days | Reason | Applied On | Action |
|---|---|---|---|---|---|---|---|
AK Arjun Kapoor |
Casual Leave | 18 Aug 2026 | 18 Aug 2026 | 1 | Personal work | 16 Aug |
|
PS Priya Sharma |
Medical Leave | 21 Aug 2026 | 22 Aug 2026 | 2 | Doctor's appointment + recovery | 17 Aug |
|
DM Dev Mehta |
Earned Leave | 25 Aug 2026 | 27 Aug 2026 | 3 | Family function out of town | 17 Aug |
|
Payroll Phase 3
August 2026 — 7 employees
| Employee | Role | Working Days | Basic | HRA | Allowances | PF Deduction | TDS | Net Payable | Payslip |
|---|---|---|---|---|---|---|---|---|---|
RK Rajesh Kumar |
Manager | 22/22 | ₹60,000 | ₹24,000 | ₹8,000 | −₹7,200 | −₹5,000 | ₹79,800 | |
PS Priya Sharma |
Coach | 22/22 | ₹40,000 | ₹16,000 | ₹5,000 | −₹4,800 | −₹2,000 | ₹54,200 | |
AK Arjun Kapoor |
Sales | 21/22 | ₹35,000 | ₹14,000 | ₹12,000 | −₹4,200 | −₹1,500 | ₹55,300 | |
SR Sneha Rao |
Sales | 22/22 | ₹35,000 | ₹14,000 | ₹10,500 | −₹4,200 | −₹1,500 | ₹53,800 | |
DM Dev Mehta |
Sales | 19/22 | ₹32,000 | ₹12,800 | ₹8,000 | −₹3,840 | −₹1,000 | ₹47,960 | |
MJ Meera Joshi |
Coach | 22/22 | ₹38,000 | ₹15,200 | ₹5,000 | −₹4,560 | −₹1,500 | ₹52,140 | |
| TOTAL | — | ₹2,40,000 | ₹96,000 | ₹48,500 | −₹28,800 | −₹12,500 | ₹3,43,200 | ||
P&L Statement Phase 3
Profit & Loss — August 2026
| Revenue Head | Amount | % of Total |
|---|---|---|
| Foundation Program Fees 623 members × avg ₹7,500 | ₹8,20,000 | 66% |
| Mastery Program Fees 224 members × ₹6,037 | ₹2,95,000 | 24% |
| Consultation Bookings 251 sessions × ₹499 | ₹1,25,249 | 10% |
| Other / Refunds | −₹ 749 | — |
| Total Revenue | ₹12,40,500 |
| Expense Head | Amount | % of Revenue |
|---|---|---|
| Salaries & Wages | ₹3,43,200 | 27.7% |
| Digital Marketing (Ads) | ₹2,10,000 | 16.9% |
| Technology & Software | ₹62,000 | 5.0% |
| Content & Production | ₹45,000 | 3.6% |
| Office & Admin | ₹38,100 | 3.1% |
| Miscellaneous | ₹84,000 | 6.8% |
| Total Expenses | ₹7,82,300 |
Expenses Phase 3
August 2026 — ₹7,82,300 logged
| Date | Category | Description | Amount | Receipt | Entered By |
|---|---|---|---|---|---|
| 17 Aug | Marketing | Facebook Ads — Campaign Aug W3 | ₹52,500 | ✓ Uploaded | Rajesh Kumar |
| 17 Aug | Software | Bunny.net video hosting — Aug | ₹8,200 | ✓ Uploaded | Rajesh Kumar |
| 16 Aug | Salaries | August payroll advance — Arjun K. | ₹15,000 | Pending | Anoop Gupta |
| 16 Aug | Marketing | Google Ads — Search Campaign | ₹35,000 | ✓ Uploaded | Rajesh Kumar |
| 15 Aug | Office | Stationery and printing | ₹3,200 | Pending | Meera Joshi |
Sales Team KPI Phase 3
Week of 18 Aug 2026 — 3 sales reps
| Rep | Calls Today | Calls This Week | Demos | Conversions | Revenue | Weekly Target % | Status |
|---|---|---|---|---|---|---|---|
AK Arjun Kapoor |
12 | 48 | 6 | 3 | ₹28,500 |
80%
|
On Track |
SR Sneha Rao |
13 | 52 | 5 | 3 | ₹25,000 |
75%
|
On Track |
DM Dev Mehta |
2 ⚠ | 22 | 3 | 1 | ₹10,000 |
35%
|
Behind |
Coach Team KPI Phase 3
2 active coaches — August 2026
Webinar Phase 4
Registration, attendance and automated follow-up
| Name | Phone | Attended | CRM Status |
|---|---|---|---|
| Meena Krishnan | 98765 43210 | ✓ Yes | Contacted |
| Kavitha Reddy | 92109 87654 | ✓ Yes | Converted |
| Vijay Nambiar | 91098 76543 | ✓ Yes | Demo Sched. |
| Priya Menon | 94321 09876 | No-Show | Contacted |
| Ramesh Iyer | 88765 43210 | No-Show | Demo Done |
Journey Engine Phase 3
Program journey templates — automatic plan generation on new member entry
Settings & Control Panel
Manage point values, pricing, roles and page visibility — no developer needed
| Feature | Admin | Manager | Sales | Coach | HR |
|---|---|---|---|---|---|
| View Overview Dashboard | ✅ | ✅ | ✅ | ✅ | — |
| View CRM Pipeline | ✅ | ✅ | ✅ | — | — |
| Edit CRM Leads | ✅ | ✅ | ✅ | — | — |
| View Accounts / P&L | ✅ | ✅ | — | — | — |
| Run Payroll | ✅ | — | — | — | ✅ |
| Edit LMS Courses | ✅ | ✅ | — | ✅ | — |
| Edit Point Values & Pricing | ✅ | — | — | — | — |
| View KPI Dashboards | ✅ | ✅ | Self only | Self only | — |
| HR — Staff & Attendance | ✅ | ✅ | — | — | ✅ |
| Marketing Sequences | ✅ | ✅ | — | — | — |