MADIO · CRM v16

2026 Pipeline

—

40 active quotes

All-Time Sales

—

110 transactions

Stock MRP

₹4.83Cr

549 SKUs available

Navaki Leads

219

Channel referrals

Walk-In

388

FY24–26 visitors

WhatsApp Msgs

—

Pending follow-up

2026 Active Quotes

All Furniture MAP ✅ 💰 📋

AF No	Customer	Div	Value	Stage	Action

Monthly Revenue

Division Split

Pipeline by Stage

🔔 Follow-Up AlertsLoading…

Division Split

BackendConfigure →

○ Local mode — connect Google Sheets or SharePoint to enable sync

Overdue Follow-Ups

0

Due Today

0

Due This Week

0

No Date Set

0

Pipeline Kanban · 2026Drag-to-edit · click to open

All Quotations—

All MAP Furniture ✅ Done 💰 Adv 📋 Quoted 🏗 Site ⏸ Sched

AF No	Visit Date	Customer	Reference	Phone	Div	By	Value	Stage	WhatsApp	Actions

MF Sales Register110 records

All MAP Furniture ✅ Delivered 💰 Adv

MF No	Date	Customer	Div	AF Quote	By	Value	Paid	Balance	Stage	WhatsApp	Actions

Walk-In Visitors390 records

All 🆕 New 📞 Follow 📋 Quoted ✅ Done

#	Date	Customer	Reference	Phone	Requirement	By	Remarks	Stage	WhatsApp	Actions

Navaki Channel Leads219 leads

#	Date	Name	Phone	Stage	Follow-Up	Remarks	WhatsApp	Actions

Total Revenue

—

All-time, all divisions

Furniture

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Main division

MAP Paints

—

Acrylic paints

2026 Pipeline

—

40 quotes in play

Outstanding

₹0

Unpaid balances

Monthly Revenue 2025₹ Lakhs

Division Split

Top 10 Sales by Value

MF No	Customer	Value	By

Stage Pipeline Value

Conversion Funnel

Top Performer

Rooth

—

Total Team Revenue

—

Transactions

110

Revenue LeaderboardAll-time sales value

Transaction Count Leaderboard

Team Monthly Performance · 2025

Lead Source BreakdownVisitors + Quotes combined

Reference Channel Performance

Top Referring Architects

Architect	Firm	Quotes Referred	Assigned	Gift Sent	WhatsApp

Architect CRM10 contacts

#	Name	Firm	Type	Location	Gift	Visited	Assigned	Remarks	WhatsApp	Actions

4-Week Meet Planner · w/c 22 Mar 2026

Stock Inventory643 SKUs · 549 Available

⌕

All 237 Sofa Dining Chair Dining Table Bed Center Table Side Box ✅ Available 🔴 Sold ⚠ Damaged

Total MRP

₹4.83Cr

Landing Cost

₹2.34Cr

Available

209

Sold / Blocked

23

Avg Margin

46.8%

By Category

By Vendor

By Location

Top 10 by MRP

SKU	Name	MRP	Cost	Margin	Status

Vendor Summary

Vendor	Items	MRP Total	Avg Margin

📦 Stock Aging Report Items available by days in showroom

Loading aging data…

Total Disbursed

—

Settled / Returned

—

Pending

—

Advances Out

—

This Month

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All 💸 Expenses 💳 Advances ✅ Payments ⏳ Pending

Petty Cash Ledger0 entries

PCH ID	Date	Type	Category	Description	Ref	Staff	Amount	Settled	Balance	Status	Actions

Total Outstanding

—

Quotes Not Converted

—

Pending Petty Cash

—

Unpaid Sales Balances

MF No	Customer	Sale Value	Outstanding	Stage	WhatsApp

High-Value Unconverted Quotes

AF No	Customer	Value	Stage	By	Follow-Up

Connecting to Google Sheets…

📋 Select Dataset to Import Into

📋 Paste from Excel / Google Sheets

Copy cells in Excel or Sheets (Ctrl+C), then paste below. First row = headers.

📂 Upload File

CSV or TSV files from any source — Tally, Excel export, another CRM

📂

Click or drag file here

.csv · .tsv · .txt

Preview

Paste or upload data to preview it here

📗

Google Sheets (Apps Script)

Recommended · Delta sync · Multi-user

Apps Script Web App URL

📸 Inventory Images CDN URL

GitHub raw URL auto-filled · upload madio_inventory_images.json to the same repo

📜 Apps Script code to deploy

// ══════════════════════════════════════════════════════════════
// MADIO CRM — Google Apps Script Backend (Production v3 + daily backup)
// Deploy as Web App: Execute as Me, Access: Anyone
// ══════════════════════════════════════════════════════════════

const SS = SpreadsheetApp.getActiveSpreadsheet();
const LOCK_TIMEOUT = 8000; // ms

// ── Sheet name map ─────────────────────────────────────────────
const SHEET_MAP = {
  Quotes_2026:'Quotes_2026', Sales_Register:'Sales_Register',
  Visitors:'Visitors', Navaki_Leads:'Navaki_Leads',
  Inventory:'Inventory', Petty_Cash:'Petty_Cash',
  Architects:'Architects', Tasks:'Tasks',
  Purchase_Orders:'Purchase_Orders', Vouchers:'Vouchers',
  Attendance:'Attendance', Roles:'Roles',
  _meta:'_meta'
};

function getOrCreate(name) {
  return SS.getSheetByName(name) || SS.insertSheet(name);
}

// ── doGet: read a sheet or check delta ────────────────────────
function doGet(e) {
  try {
    const action = e.parameter.action || 'read';
    const sheet  = e.parameter.sheet  || 'Quotes_2026';
    if(action === 'delta') return getDelta(sheet, e.parameter.since);
    if(action === 'ping')  return out({ok:true, ts: Date.now(), sheets: Object.keys(SHEET_MAP)});
    return readSheet(sheet);
  } catch(err) { return out({error: err.message}); }
}

function readSheet(name) {
  const ws = getOrCreate(name);
  const data = ws.getDataRange().getValues();
  if(data.length === 0) return out({sheet:name, rows:[], count:0});
  const headers = data[0];
  const rows = data.slice(1)
    .filter(r => r.some(c => c !== '' && c !== null))
    .map(r => { const o={}; headers.forEach((h,i)=>{ if(h) o[h]=r[i]; }); return o; });
  return out({sheet:name, count:rows.length, rows, ts:Date.now()});
}

// Delta sync: only rows changed after 'since' timestamp
function getDelta(name, since) {
  const sinceTs = parseInt(since) || 0;
  const ws = getOrCreate(name);
  const data = ws.getDataRange().getValues();
  if(data.length === 0) return out({sheet:name, rows:[], delta:true, since:sinceTs});
  const headers = data[0];
  const tsIdx = headers.indexOf('_updated_at');
  if(tsIdx < 0) return readSheet(name); // no timestamp col, return all
  const rows = data.slice(1)
    .filter(r => parseInt(r[tsIdx])||0 > sinceTs)
    .map(r => { const o={}; headers.forEach((h,i)=>{ if(h) o[h]=r[i]; }); return o; });
  return out({sheet:name, rows, delta:true, since:sinceTs, ts:Date.now()});
}

// ── doPost: write operations ──────────────────────────────────
function doPost(e) {
  try {
    const p = JSON.parse(e.postData.contents);
    const lock = LockService.getScriptLock();
    lock.waitLock(LOCK_TIMEOUT);
    try {
      if(p.action === 'push_all')    return pushAll(p);
      if(p.action === 'upsert')      return upsertRow(p);
      if(p.action === 'append')      return appendRow(p);
      if(p.action === 'delete')      return deleteRow(p);
      if(p.action === 'init_headers')return initHeaders(p);
      if(p.action === 'batch_upsert')return batchUpsert(p);
      return out({error:'Unknown action: '+p.action});
    } finally { lock.releaseLock(); }
  } catch(err) { return out({error: err.message, stack: err.stack}); }
}

// Full replace
function pushAll(p) {
  const ws = getOrCreate(p.sheet);
  ws.clearContents();
  if(p.rows && p.rows.length > 0) {
    ws.getRange(1,1,p.rows.length, p.rows[0].length).setValues(p.rows);
  }
  logMeta(p.sheet, 'push_all', p.rows ? p.rows.length-1 : 0);
  return out({ok:true, count: p.rows ? p.rows.length-1 : 0});
}

// Upsert by ID field
function upsertRow(p) {
  const ws = getOrCreate(p.sheet);
  const data = ws.getDataRange().getValues();
  const headers = data[0] || [];
  const idIdx = headers.indexOf(p.idField || 'id');
  const now = Date.now();
  // Add _updated_at
  let tsIdx = headers.indexOf('_updated_at');
  if(tsIdx < 0) {
    ws.getRange(1, headers.length+1).setValue('_updated_at');
    headers.push('_updated_at');
    tsIdx = headers.length-1;
  }
  // Build row array from object
  const row = headers.map((h,i) => h === '_updated_at' ? now : (p.row[h] !== undefined ? p.row[h] : (data[1] ? data[1][i] : '')));
  // Find existing
  if(idIdx >= 0 && p.row[p.idField || 'id']) {
    for(let i=1; i {
    const row = headers.map(h => h==='_updated_at' ? now : (rec[h]!==undefined?rec[h]:''));
    const rid = String(rec[p.idField||'id']||'');
    if(rid && idMap[rid]) { ws.getRange(idMap[rid],1,1,row.length).setValues([row]); }
    else { toAppend.push(row); }
  });
  if(toAppend.length > 0) ws.getRange(ws.getLastRow()+1,1,toAppend.length,toAppend[0].length).setValues(toAppend);
  return out({ok:true, upserted: (p.rows||[]).length});
}

function initHeaders(p) {
  (p.sheets||[]).forEach(s => {
    const ws = getOrCreate(s.name);
    if(ws.getLastRow() === 0) ws.getRange(1,1,1,s.headers.length).setValues([s.headers]);
  });
  return out({ok:true});
}

// Metadata log
function logMeta(sheet, action, count) {
  try {
    const ws = getOrCreate('_meta');
    ws.appendRow([new Date(), sheet, action, count, Session.getActiveUser().getEmail()]);
  } catch(e) {}
}

function out(o) {
  return ContentService.createTextOutput(JSON.stringify(o))
    .setMimeType(ContentService.MimeType.JSON);
}
// ══════════════════════════════════════════════════════════════
// DAILY BACKUP  —  run setupTriggers() ONCE to enable (Run menu)
// ══════════════════════════════════════════════════════════════
const BACKUP_FOLDER    = 'MADIO_CRM_Backups';
const BACKUP_EMAIL     = 'madiofurniture@gmail.com,sandy318@gmail.com';
const BACKUP_KEEP_DAYS = 30;

function setupTriggers() {
  ScriptApp.getProjectTriggers().forEach(function(t){
    if (t.getHandlerFunction() === 'dailyBackup') ScriptApp.deleteTrigger(t);
  });
  ScriptApp.newTrigger('dailyBackup').timeBased().everyDays(1).atHour(2).create();
  return 'Daily backup scheduled for ~2 AM. Backups go to Drive folder "' + BACKUP_FOLDER + '" and email ' + BACKUP_EMAIL;
}

function dailyBackup() {
  var folder = _getBackupFolder();
  var stamp  = Utilities.formatDate(new Date(), Session.getScriptTimeZone(), 'yyyy-MM-dd');
  var name   = 'MADIO_CRM_' + stamp;
  // 1. Dated copy of the live spreadsheet into the backup folder
  if (!folder.getFilesByName(name).hasNext()) {
    DriveApp.getFileById(SS.getId()).makeCopy(name, folder);
  }
  // 2. Off-Drive redundancy: email an .xlsx export
  try {
    var url  = 'https://docs.google.com/spreadsheets/d/' + SS.getId() + '/export?format=xlsx';
    var blob = UrlFetchApp.fetch(url, { headers:{ Authorization:'Bearer ' + ScriptApp.getOAuthToken() } })
                          .getBlob().setName(name + '.xlsx');
    MailApp.sendEmail({ to:BACKUP_EMAIL, subject:'MADIO CRM backup — ' + stamp,
      body:'Automated daily backup of the MADIO CRM spreadsheet is attached.', attachments:[blob] });
  } catch(e) {}
  // 3. Prune copies older than BACKUP_KEEP_DAYS
  var cutoff = new Date().getTime() - BACKUP_KEEP_DAYS * 86400000;
  var files = folder.getFiles();
  while (files.hasNext()) {
    var fl = files.next();
    if (cutoff > fl.getDateCreated().getTime()) fl.setTrashed(true);
  }
  logMeta('_backup', 'daily', 1);
}

function _getBackupFolder() {
  var it = DriveApp.getFoldersByName(BACKUP_FOLDER);
  return it.hasNext() ? it.next() : DriveApp.createFolder(BACKUP_FOLDER);
}

// Note: Google Apps Script Web Apps deployed as "Anyone" automatically
// allow CORS from all origins including GitHub Pages.

📘

SharePoint / Excel Online

Microsoft 365 · Graph API

Tenant ID

Client ID (App Registration)

SharePoint Site URL

Excel File Path (in SharePoint)

⚡ Sync Engine Status

ONLINE STATUS

Checking…

QUEUE

0 pending

AUTO-POLL

Off

CONFLICTS

0

📡 Sync Status

No sync activity yet

⚙ Auto-Sync Settings

Auto-push on every save Pull on page load Show sync indicator

MADIO

Quotation Generator

🛋 Furniture

🎨 MAP Paints

🚪 Doors & Windows

Image Library0 images

All 🛋 Furniture 🎨 MAP 🚪 D&W 📸 Site 📦 Product 🎭 Moodboard

Role & Access Manager Admin only · Changes saved to this browser's localStorage

Today Present

—

This Month

—

Late Arrivals

—

Absences

—

Mark Attendance

--:--:--

—

👤 —

📷

Click to enable camera

📍 Location not captured

Type

Notes

Attendance Log

Date	Staff	Type	Time	Location	Selfie	Notes

Total Revenue

—

Total Costs

—

Gross Profit

—

Avg Margin

—

Pending Costs

—

All Projects ✅ Profitable ⚠ Loss/Low 📂 Open

All Projects0 projects

AF/MF Ref	Customer	Division	Staff	Revenue	Mat. Cost	Labour	Expenses	Gross P&L	Margin %	Status	Actions

Invoice Details

Invoice No.

Date

Division

Payment Mode

Customer Details

Customer Name

Address Line 1

Area / City

State

GST IN

PAN

AF/MF Reference

Destination

Line Items

Tax Settings

Tax Type

GST Rate

HSN/SAC

Tally ImportImport sales, expenses and ledger data from Tally ERP

Import from Tally

Option 1 — Tally XML Export

In Tally: Gateway → Display → Daybook/Sales Register → Export (Ctrl+E) → Format: XML → Upload here

📂 Click or drag Tally XML file here

Option 2 — CSV / Excel

Export from Tally as Excel/CSV. Columns must include: Date, Voucher No, Party Name, Amount, Narration

📊 Click or drag CSV / XLSX file here

Option 3 — Paste Data

Copy columns from Tally/Excel and paste below (tab-separated)

Import Preview

Upload or paste Tally data to preview it here

📋 How to export from Tally Prime

Sales Register
Gateway of Tally → Display More Reports → Account Books → Sales Register → Date range → Export (Ctrl+E) → XML

Daybook
Gateway of Tally → Display More Reports → Daybook → Date range → Export → Excel or XML

Ledger
Gateway → Display → Account Books → Ledger → Select ledger → Date range → Export → Excel

Total SKUs

—

Verified

—

Discrepancies

—

Missing

—

Progress

—

📷 Scan Floor 📋 Review Items 📊 Audit Report 🕐 History

No active session

Start a new session to begin scanning

Session progress0 / 0 items

📷 CAPTURE ITEM

SKU / Search

Session Log 0 entries

No entries yet

Overdue

0

Due Today

0

This Week

0

Completed

0

✓ My Tasks

No tasks yet. Click + Task to add.

📊 By Assignee

—

🎯 By Category

—