01 / 20

Monthly Business Review

Alokit Housing

Sales & marketing performance for April–October 2026 — opportunities, Sarv inbound, and sales outbound activity (IST).

Period: 1 Apr – 21 Oct 2026 (IST) Source: Zoho CRM Analytics Filter: Ab_others empty (opportunities)

02 / 20

Executive summary

Seven-month arc · October snapshot (1–21)

Apr–Sep filtered new opps: 26,683 · peak Aug (7,031) · MoM cards: Aug vs Sep

New opportunities

Aug 20267,031

Sep 20264,130

-41% MoM

Sarv inbound calls

Aug 2026665

Sep 2026378

-43% MoM

SM outbound calls

Aug 202638,890

Sep 202644,834

+15% MoM

Site visits (month)

Aug 2026794

Sep 2026245

-69% MoM · Ab_others empty

Total wins (cohort)

Aug 202619

Sep 20261

Month-created cohort · filtered

Booked value (cohort wins)

Aug 2026₹5.21 Cr

Sep 2026₹37.8 L

Sum of Amount · Won stage

10,553 September opportunities excluded where Ab_others was populated (9,569 in August).
Outbound volume rose in September while filtered lead volume and site visits softened after the August peak.
Main constraint: connectivity (~63% outbound = no response / busy in September).

03 / 20

Trend

Monthly volume · Apr–Sep 2026

Apr–Oct series (filtered opps · Jayant excluded on calls)

Month	New opps	Sarv	Outbound	Site visits	Wins
Apr 2026	3,882	1,191	33,957	433	7
May 2026	4,952	1,420	37,050	563	14
Jun 2026	4,006	1,229	34,416	537	13
Jul 2026	2,682	1,286	34,891	480	6
Aug 2026	7,031	665	38,890	794	19
Sep 2026	4,130	378	44,834	267	1
Oct 2026 (1–21)	6,349	271	27,519	77	3

October vs prior months

Sep opps

4,130

Aug peak

7,031

Sep outbound

44,834

Sep Sarv

378

Outbound calls per new opp (Sep)	10.9
Sarv per new opp (Sep)	0.09
Site visits / new opps (Sep)	5.9%
Talk time (outbound Sep)	~138 hours
Top lead source (Sep cohort)	IVR (1,963)

04 / 20

Pipeline

Opportunity funnel Ab_others empty

Sep 2026 created cohort (4,130 records) · current stage distribution

Sep 2026 cohort by current stage

Stage	Count	Share
Opportunity Lost	1,301	31.5%
Not Contacted	1,209	29.3%
Junk	557	13.5%
Fresh Lead	495	12.0%
Site Visit Shedule	179	4.3%
Contacted	177	4.3%
Contact In Future	146	3.5%
Site Visited	65	1.6%
Opportunity Won	1	0.0%

Top lead sources (Sep 2026 volume)

IVR call

1,963

790

Facebook

568

99acres

260

Magicbricks

229

05 / 20

Conversion

Lead source → site visit → win

Sep 2026-created opportunities · stages Site Visit Shedule & Site Visited · Ab_others empty

Lead source	Leads	Sched.	Visited	Won	Sched %	Visited %	Win %
IVR call	1,963	101	10	0	5.1%	0.5%	0.00%
WhatsApp	790	21	2	0	2.7%	0.3%	0.00%
Facebook	568	9	1	0	1.6%	0.2%	0.00%
99acres	260	18	1	0	6.9%	0.4%	0.00%
Magicbricks	229	7	1	0	3.1%	0.4%	0.00%
99acres Brokers	169	9	2	0	5.3%	1.2%	0.00%
Walk In	62	7	47	1	11.3%	75.8%	1.61%

IVR still drives volume (1,963 Sep leads) but win conversion is muted (0%).
Walk In retains the highest visit rate on a smaller base (47 visits / 62 leads).
99acres Brokers shows stronger visit depth than core 99acres — worth routing tests.

06 / 20

Telephony

Sarv inbound calls

Sarv inbound volume

Aug 2026665

Sep 2026378

-43% MoM

Apr–Sep total

6,169

September daily avg

~13

Sarv trend: 1,191 (Apr) → 378 (Sep); down -43% MoM vs August.
Pair Sarv with 1,963 IVR-sourced September opportunities for the inbound story.
Review marketing mix and IVR routing with client — inbound softness continues post-August peak.

07 / 20

Calls module

Sales outbound overview

Call results Sep 2026

No response/Busy

28,300

Not interested

10,494

(blank)

2,795

Interested

1,887

Outbound calls (compare)

Aug38,890

Sep44,834

September: ~63% no response / busy. 4.2% interested on all dials.

08 / 20

Call Owner · Calls module

All sales team — outbound (Sep 2026)

Call Start Time in Sep 2026 · Jayant Tuli excluded · sorted by call volume

Call Owner	Calls	Talk (min)	Interested	Not int.	Int. %	No response
Satvik Garg	4,204	802	41	812	1.0%	2,841
Dharampal	2,770	324	64	429	2.3%	1,898
Yash	2,748	470	132	609	4.8%	1,622
Dilip Kumar	2,668	276	30	578	1.1%	1,929
Yash Jain	2,661	546	138	594	5.2%	1,531
Digendra Singh	2,620	349	46	625	1.8%	1,732
Ankit Singh	2,518	389	126	398	5.0%	1,785
Vivek Gautam	2,396	484	202	653	8.4%	1,417
Sambhav Tiwari	2,267	580	68	484	3.0%	1,557
Mukul Upadhyay	2,203	468	129	410	5.9%	1,498
Hitesh Devgan	2,138	733	163	564	7.6%	1,080
Shivam	2,051	223	22	367	1.1%	1,538
Shivam Agarwal	2,049	388	116	518	5.7%	1,221
Om Prakash	1,903	343	64	353	3.4%	1,328
Honey	1,882	245	44	357	2.3%	1,409
Mayank Saraswat	1,695	221	57	852	3.4%	748
Harshit Jain	1,691	156	121	361	7.2%	1,198
Suraj Jadwani	1,374	451	41	633	3.0%	571
Ankit Sharma	1,231	332	181	271	14.7%	605
Ashwani Lall	1,069	328	47	378	4.4%	500
Lokendra	510	144	53	150	10.4%	229
Jitendra	186	46	2	98	1.1%	63

09 / 20

Opportunity Owner

All sales team — site visits & pipeline · Sep 2026

Sep 2026 cohort · Ab_others empty · SV in Sep = Site Visit Date in September

Opportunity owner	Sched.	Visited	SV in Sep	Wins	Won revenue
Harshit Jain	11	10	10	0	—
Dharampal	17	1	1	0	—
Digendra Singh	9	13	1	0	—
Jayant Tuli	0	0	1	0	—
Yash	41	3	0	1	₹37.8 L
Mukul Upadhyay	35	0	0	0	—
Ankit Singh	20	2	0	0	—
Honey	12	0	0	0	—
Shivam Agarwal	11	0	0	0	—
Mayank Saraswat	11	0	0	0	—
Dilip Kumar	0	27	0	0	—
Hitesh Devgan	0	4	0	0	—
Satvik Garg	1	2	0	0	—
Shivam	3	0	0	0	—
Vivek Gautam	3	0	0	0	—
Yash Jain	2	2	0	0	—
Ashwani Lall	2	1	0	0	—
Lokendra	1	0	0	0	—

Sched. / Visited = current stage on Sep-created cohort. Jayant may appear on opp ownership; excluded from all Calls analytics.

10 / 20

Revenue

Wins & booked value

Total wins (cohort)

Aug 202619

Sep 20261

Booked value (won Amount)

Aug 2026₹5.21 Cr

Sep 2026₹37.8 L

Win rate (cohort)

Aug 20260.27%

Sep 20260.02%

Wins ÷ new opps

Apr–Sep booked on cohort wins peaks in May (₹6.04 Cr) and Aug (₹5.21 Cr). September: single win — Yash (₹37.8 L).

11 / 20

Revenue · people

Wins & booked revenue · month on month

Cohort wins & Amount on opportunities owned · Ab_others empty

Win count by owner

Opportunity owner	Apr	May	Jun	Jul	Aug	Sep	Total wins

Booked revenue (₹) by owner

Opportunity owner	Apr	May	Jun	Jul	Aug	Sep	Total booked

—

12 / 20

People analytics

Who is performing — and why · Sep 2026

—

Rep	Calls	Int.%	SV in month	Wins	Won ₹	Tier

—

13 / 20

Coaching plan

What each group should work on

Audit first Satvik, Dilip — <2% interested at high volume; listen to 15–20 calls each.
Audit Suraj, Om, Shivam — minimal SV in Sep on meaningful dial volume.
Coach Ankit Sharma, Vivek, Lokendra — strong interest, few visits; mandatory visit CTA on “Interested”.
Ops Mukul, Mayank, Honey — schedules without “Site Visited”; fix no-shows & CRM stages.

Efficiency Yash Jain, Satvik — top dial counts with weak funnel conversion; reduce flash volume.
Replicate Shadow Harshit for visit booking; study Yash Sep win motion.
Capacity Jitendra — scale toward 1,500/mo without dropping quality.
Note: Jayant Tuli (account owner) is excluded from all Calls metrics and hour-wise filters.

14 / 20

Calling pattern

Hour-wise dials (9 AM – 7 PM IST)

Outbound calls · September 2026 · Business window hours 9–18 IST · Jayant Tuli excluded

Team volume by hour

Sales manager

Pattern: team peak at 11 AM (9,463 dials, 9–6 window) — use the filter to compare each rep vs team.

Burst concentration (single hour ≥30% of rep’s 9–6 calls)

Rep	Peak hr	Calls	Share
Digendra Singh	11 AM	868	33%
Shivam Agarwal	4 PM	660	32%
Jitendra	1 PM	56	30%

15 / 20

Dial quality

Flash dials, zero talk & after-hours

<10s = likely ring/no connect · Zero talk = no conversation logged · Off-hours = before 9 AM or from 7 PM (IST)

Call Owner	Calls	<10s %	Zero talk %	Off-hrs	Risk flag
Satvik Garg	4,204	73.5%	63.7%	9	0.98% interested — audit
Dharampal	2,770	80.8%	72.1%	9	Volume + flash + low interest
Yash	2,748	71.0%	66.8%	18	Most off-hours in team
Dilip Kumar	2,668	81.0%	74.2%	18	Volume + flash + low interest
Yash Jain	2,661	70.5%	64.5%	14	Moderate
Digendra Singh	2,620	71.5%	64.4%	6	11 AM burst + off-hours dials
Ankit Singh	2,518	75.4%	69.6%	8	Flash-heavy
Vivek Gautam	2,396	61.8%	57.8%	10	Moderate
Sambhav Tiwari	2,267	71.4%	69.4%	23	Most off-hours in team
Mukul Upadhyay	2,203	71.5%	62.9%	17	Moderate
Hitesh Devgan	2,138	63.9%	56.3%	13	Moderate
Shivam	2,051	77.3%	67.8%	3	Flash-heavy
Shivam Agarwal	2,049	71.6%	64.1%	11	Moderate
Om Prakash	1,903	75.2%	66.6%	2	Flash-heavy
Honey	1,882	73.5%	64.2%	12	Moderate
Mayank Saraswat	1,695	78.5%	66.7%	0	Flash-heavy
Harshit Jain	1,691	78.5%	69.0%	2	High flash — yet SV; audit sample
Suraj Jadwani	1,374	49.3%	42.8%	0	Moderate
Ankit Sharma	1,231	63.0%	54.8%	16	Lower flash, best interest %
Ashwani Lall	1,069	60.0%	55.7%	10	Moderate
Lokendra	510	67.1%	60.0%	11	Moderate
Jitendra	186	60.2%	53.8%	0	Clean hours; grow volume

Policy suggestion: Cap calls <10s at 50% per rep per day; block off-hours dialing except approved callbacks; managers review 11 AM spike lists daily. Team off-hours total: 212 dials outside 9–7.

16 / 20

Insights

Efficiency benchmark · compare months

Uses Compare A / B toolbar · Jayant excluded on calls · filtered opps for dials/opp & SV%

Outbound dials per new opp

A—

B—

—

Connect rate (int. + not int.)

A—

B—

—

Flash dials (<10s)

A—

B—

Lower is better

Site visits / new opps

A—

B—

—

Sarv calls per new opp

A—

B—

—

Ab_others exclusion share

A—

B—

Of all opps created

17 / 20

Insights

Outbound quality · Sep 2026

Detail month · team rollup from Calls · conversation = Interested or Not interested

Connect rate

—

Interested %

—

Flash <10s

—

Talk min / dial

—

Rep leaders (wins first, then connect) · top 10

Call owner	Wins	Calls	Connect %	Int. %	Flash %

Dial volume by hour Sep 2026

Sales team member

18 / 20

Insights

Lead source quality · Sep 2026

Month-created cohort · score = visited% + 2× win% (rank sources with ≥20 leads)

Lead source	Leads	Visited %	Win %	Quality score	Sched %

—

19 / 20

Next steps

Recommendations for Q4

Stabilize filtered lead quality after August spike — September still had 10,553 Ab_others exclusions.
Fix post-schedule drop-off on IVR & portal sources — visits stall after Site Visit Shedule.
Replicate Harshit visit motion; protect Yash win workflow from Sep cohort.
Coach Interested → site visit; benchmark Ankit Sharma call quality (~15% interested).
Align Sarv decline with IVR-led mix — single inbound narrative for client.
Keep reporting on Ab_others empty cohort for consistent client-facing numbers.
Enforce 9 AM–7 PM dialing window and reduce <10s flash dials.
Spread effort across hours — burst blocks at 11 AM remain the dominant pattern.

20 / 20

Appendix

Definitions & data rules

In scope: Opportunities with Ab_others empty (NULL or blank).
Excluded (Sep): 10,553 September opps with Ab_others populated.
New opps: Created Time in reporting month (Apr–Oct 2026; Oct = 1–21).
Site visits: Site Visit Date in month · include Ab_others empty or Zoho_form_customer.
Calls / Sarv: Call Start Time in month (not Ab-filtered). Jayant Tuli excluded from all Calls metrics.
Detail month and Compare A vs B are mutually exclusive (toolbar buttons). Detail = one month on all cohort/insight cards; Compare = KPI A vs B and cohort on Compare B.
Slide 11: wins and booked revenue (₹) MoM by sales team member — second table is revenue.
Compare A/B drives executive & efficiency benchmark (slide 16).
Stars (slide 12): any rep with ≥1 cohort win in the detail month is tagged Star (win).
Performance join: Call Owner Name matched to Opportunity Owner Name for SV / wins.

Prepared from

Zoho CRM Analytics · Alokit Housing org
Modules: Opportunity, Sarv Calls, Calls
April–October 2026 · IST

Thank you