Start from Overview and read sales reports

1. Open the workspace Overview. Its counts and earliest follow-ups are assigned to you across all pages. Open a count for its workload list or choose a follow-up directly. Today and overdue can overlap.
2. Use the shortcuts for customers, pipeline, support and quotations. On a narrow screen, Toggle Sidebar opens navigation; choosing a page closes it.
3. An owner or admin opens Workload → Sales reports. Choose the inclusive India dates and Apply period. A range can cover at most 366 days.
4. Read Source cohort conversion as customers enrolled during that period who currently have a won deal. Each customer counts once, even with several wins; unknown sources remain unknown.
5. Read Current pipeline snapshot as all retained deals in their current stages, regardless of the selected date range. Recorded sales outcomes uses the latest won or lost transition per deal in the period.
6. Read Follow-up due cohort against current deadlines. Cancelled tasks are excluded from completion rate; rescheduling can change the cohort. Check the displayed denominator before comparing percentages.

A dash means there is no denominator, not zero conversion. An unknown deal value is excluded from known INR totals; zero remains zero. Reopening does not erase a recorded outcome. Inactive customers remain included, deleted records do not. A reminder, sent message or saved AI draft never counts as a sale, and these reports do not prove what caused a sale.