Dashboard
Good morning, Kiran
All accounts · FY 2025-26 · 18 May 2026
Today's Insights & Next Steps
Click any card to jump to the filtered view · refreshed 8 min ago
6 urgent14 due3 FYI
6-hr SLA Breach
3
supervisor reviews overdue
Pending Sat Lock
6
tasks must finalise this Sat
Reimb. Pending
₹2.84L
14 bills awaiting approval
Psychometric Due
4
staff to complete this week
Overdue Invoices
₹2.60L
Pachayammal LLP · 79 days
Roster Slots
2
unallocated · W21 not published
Staff Follow-ups11 active
Psychometric pending / due4
Certificates not submitted (post-join)3
Orientation sessions pending5
Docs not in org format7
Not reporting on time2
Key staff needing attention3
Project Pulse5 projects
No update · last 24 hours1
No update · last week2
No update · last month0

Delayed / off-track1
Over budget1
On track3
Task Pulse58 tasks
No update · last 24 hours9
No update · last week14
No update · last month3

Pending Sat lock6
Blocked / waiting4
Done this week26
Bills & ReimbursementsFY 25-26
Pending bills · awaiting approval14
Reimbursements yet to pay₹2.84L
Staff bills · pending company ITR9
Invoices overdue > 30 days2

GST portal unverified11
Bills not in drive6
Total Income (FY 25-26)
₹1.74 Cr
Convergence Catalyst + Dr. V loan
Total Expense (FY 25-26)
₹1.59 Cr
-72% vs FY 24-25 (₹5.72 Cr)
Net Balance (FY 25-26)
+₹15.53 L
first positive FY
Pending Reimbursement
₹6.81 Cr
5,706 bills cumulative
Monthly Cash Flow
Income Expense
Expense by Category
Recent Transactions
DateDescriptionProjectDirAmountStatus
01 May 26AIC AU Office Space Rent — May 26HPHF — CompaniesOUT₹35,400Not Refunded
07 Apr 26Loan from Dr. V — Apr 2026 spendingHPHF — CompaniesIN₹5,00,000Cleared
28 Feb 26Outsourcing fee — PGR Q4 dev sprintPGR Platform DevOUT₹2,12,400Not Refunded
22 Jan 26PRD Market Study — Grant tranche 3PRD Market StudyIN₹18,00,000Cleared
Balance Sheet
8,629 reconciled entries · HPHF · ORI · Andiran · Avvai · Nalli · Velpari · Kaari · Sevvi · Personal Bill · Last sync 18 May 2026 13:06
Total IN
₹10.95 Cr
₹10,95,00,450
Total OUT
₹12.68 Cr
₹12,67,52,678
Net
-₹1.72 Cr
funded via Dr. V loan
Entries
8,629
FY 22-23 → 26-27
Pending Refund
₹6.81 Cr
5,706 bills · Not Refunded
Verified
4,373 50.7%
of all entries
Financial Year
14 GST flagged 11 missing in drive
Monthly Cash Flow
Apr 2024 — May 2026 · ₹ lakhs
IN OUT
Entity Reconciliation
Activity executed by · 9 entities
All-time
Top Projects by Spend
Top Categories
Reimb · GST · Drive Status
Reimbursement6,981 entries
5,706 Not refunded1,189 NA86 Refunded
GST Portal6,981 entries
353 Verified2,422 No4,206 No GST
Bill in Drive6,981 entries
4,456 Uploaded2,525 Missing
LedgerShowing 15 of 8,629Sorted by Activity Date (desc)
Verified Bill on drive GST verified
R.NoDateDescriptionProject · SubSub-categoryPartyActivity Co.DirAmount (₹)ReimbGSTDrive
Showing 1–15 of 8,629 · Net for this view: -₹14.62L OUT
Payment Type Breakdown
6,772 typed entries
Reimbursement
4,178
Payment
1,626
Internal Transfer
435
Personal Bill
332
Loan
114
Revenue
48
Advance
39
Top Sub-categories by Spend
Across all FYs
41Salary₹3.67 Cr
231Received at Andiran — HDFC₹2.43 Cr
234Received at HPHF — Axis PRD₹81.6 L
114Outsourcing Fee₹56.5 L
23Dr. Selva Loan from HPHF₹34.3 L
161Rent₹25.6 L
121Cloud Storage₹23.2 L
73GST₹21.5 L
101Ticket — Flight₹17.9 L
108Hotel Stay₹17.4 L
Invoices
GST tax invoices for HPHF revenue · Convergence Catalyst · QnQ · Blue Lotus · partner billing
Total Invoiced (FY 25-26)
₹26,40,000
Received
₹18,00,000
Outstanding
₹8,40,000
This Month
₹1,99,000
Invoice No.ClientProjectDateAmountStatusPDF
HPHF/25-26/0014Convergence Catalyst
Convergence Catalyst Advisory Pvt Ltd
PRD Market Study04 May 26₹1,99,000Unpaid
HPHF/25-26/0013Convergence Catalyst
Tranche 3 of 4 · Market Study
PRD Market Study22 Jan 26₹18,00,000Paid
SEVVI/25-26/0003Blue Lotus Consulting
Q3 strategy retainer (refund issued)
SE Strategy Consultation15 Dec 25₹1,50,000Paid
HPHF/25-26/0011Sevvi Education Pvt Ltd
Inter-co consultation fee
Internal · Sevvi28 Nov 25₹1,00,000Paid
HPHF/24-25/0028QnQ Healthcare Pvt Ltd
Closure refund — Women Empowerment
PS Women Empowerment28 Apr 25₹2,00,000Paid
HPHF/25-26/0010Pachayammal LLP
Cost re-charge · PGR dev sprint
PGR Platform Dev15 Sep 25₹6,90,000Overdue · 79d
Showing 6 of 14 invoices · FY 25-26
HPHF Foundation
AIC Anna University Incubation Centre
Chennai 600025
GSTIN: 33AACCH1234B1ZX
TAX INVOICE
HPHF/25-26/0014
04 May 2026
Bill To
Convergence Catalyst Advisory Pvt Ltd
Bengaluru, Karnataka
PRD Market Study · Tranche 4 of 4
#DescriptionAmount
1Market Study — Final Report & Recommendations1,68,644
2Stakeholder workshop facilitation (2 days)30,356
Subtotal1,68,644
CGST 9%15,178
SGST 9%15,178
Total1,99,000
Staff
11 active employees · CXOs + Research team · across HPHF, Velpari, Andiran, Avvai entities
CodeNameDesignationDeptTypePsychometricScoreAppropriatenessStatus
HPHF22PS0178 Pooja
[email protected] · joined 08 Oct 22
Project DirectorResearchCXO Hybrid 92% 94% match Active
HPHF22VB8613 Viduthalai Virumbi
[email protected] · joined 02 Oct 22
Founder DirectorLeadershipCXO Hybrid 95% 97% match Active
HPHF22SP1122 Sarath
[email protected] · joined 02 Oct 22
DirectorLeadershipCXO Team 89% 92% match Active
HPHF22KP9671 Kiran
[email protected] · joined 02 Oct 22
DirectorOperationsCXO Hybrid 91% 89% match Active
HPHF25NP1712 Nandhini
[email protected] · joined 07 Jun 25
Project DirectorResearchEmployee Individual 86% 88% match Active
HPHF24RR5983 Radhakrishnan
[email protected] · joined 07 Apr 25
Research AssociateResearchEmployee Individual 84% 82% match Active
HPHF24EK0727 Ezhil Mangai
[email protected] · joined 06 Feb 25
Research AssociateResearchEmployee Team 81% 79% match Active
HPHF25OV7786 Oviya
[email protected] · joined 07 Jun 25
Research AssociateResearchEmployee Team 74% 71% match Active
HPHF24AM3606 Anitha
[email protected] · joined 06 Feb 25
Research AssociateResearchEmployee Individual 82% 86% match Active
HPHF24SB7125 Susmitha
[email protected] · joined 06 Feb 25
Research AssociateResearchEmployee Team 78% 80% match Active
HPHF24SR9089 Srinithy
[email protected] · joined 06 Feb 25
Research AssociateResearchEmployee Hybrid 80% 77% match Active
Staff / Priya Nair
PN
Priya Nair
Individual Contributor
Research Lead · Research · Full Time
Joined Apr 2022 · FAC-001 · ₹1,20,000 / mo · Reports to: Kiran Desai
91%
Overall Score
96%
Role Match
Highly Suitable
Personal Details
Date of Birth14 March 1992
GenderFemale
Blood GroupO+
Work Email[email protected]
Phone+91 98400 22345
PANABCPN1234F
AadhaarXXXX XXXX 4521
Address14/2, Indiranagar, Bengaluru 560038
Emergency ContactSuresh Nair · +91 98400 11234
Educational Qualifications
DegreeInstitutionYearGrade
M.Phil. Social SciencesJNU, Delhi20168.4 CGPA
B.A. SociologyPune University201482%
Research Methods Cert.IIHS Bangalore2018Distinction
Admin — Bank & Payroll
BankHDFC Bank, Koramangala Branch
Account No.5020 0147 6392 1
IFSCHDFC0003041
CTC (Annual)₹14,40,000
Monthly Gross₹1,20,000
TDS StatusFiled · FY 25-26
Work Experience
Research Analyst · Deloitte India
Jan 2017 – Mar 2022 · 5 years 3 months
Policy research, stakeholder analysis, report writing. Left for growth opportunity.
Junior Researcher · Infosys Foundation
Jun 2014 – Dec 2016 · 2 years 6 months
CSR programme evaluation, field data collection. Contract ended.
Onboarding Progress
Personal Details
Education
Work Experience
4
Background Check
Psychometric
Background Verification in progress — Employer verification sent to Deloitte India on 12 Apr 2022. Awaiting response. Police verification submitted, reference No: PV/BLR/2022/4521.
Onboarding Checklist
Offer letter signedDone
ID documents submittedDone
Bank details collectedDone
Assets issuedDone
System access grantedDone
BGV completedPending
Psychometric doneDone
Documents Uploaded
Aadhaar Card.pdfVerified
PAN Card.pdfVerified
Degree Certificate.pdfVerified
Relieving Letter — Deloitte.pdfUploaded
Upload document…
Assets Issued 4 items · Linked to Inventory
AssetCodeIssuedCondition
Dell XPS 15INV-001Apr 2022Good
ID CardINV-045Apr 2022Good
Access CardINV-046Apr 2022Good
iPhone 13INV-112Jun 2023Good
Subscriptions 4 active · Linked to Inventory
ToolPlanSinceStatus
Google WorkspaceBusinessApr 2022Active
SlackProApr 2022Active
GitHubTeamJun 2022Active
NotionTeamJan 2023Active
Work Assignments Linked to Tasks & Projects
Ongoing (3)
Prepare Q1 donor impact report
HPHF Core · Due 20 May 26
45%
Field data analysis — Rajasthan
FAC ED · Due 30 May 26
70%
NEXEL curriculum review
NEXEL · Due 25 May 26
20%
Completed (5 this month)
GST filing support — Mar 2026
Completed 5 May 26
Stakeholder mapping — cohort 3
Completed 28 Apr 26
Offboarding Checklist Locked — Staff Active
Laptop — Dell XPS 15 recovered
ID Card recovered
Access Card recovered
Subscriptions deactivated
Work handover completed
Relieving letter issued
Work experience certificate issued
Final payslip issued
Work Completion
94%
Tasks done on time
Rule Adherence
88%
Policy compliance
Timeliness
91%
Reporting & attendance
Overall Score
91%
Weighted average
6-Month Score Trend
May 26
92%
Apr 26
92%
Mar 26
89%
Feb 26
85%
Jan 26
88%
Dec 25
93%
Monthly Breakdown
MonthWork CompletionRule AdherenceTimelinessOverall
May 202694%90%93%92%
Apr 202696%88%91%92%
Mar 202692%85%90%89%
Feb 202688%82%86%85%
Jan 202690%86%89%88%
Dec 202595%91%94%93%
Background Verification In Progress — 1 of 2 employer verifications pending. Police verification cleared.
Employer Verification
CompanyContactEmailTypeInitiatedStatus
Deloitte IndiaHR Department[email protected]Employment Check15 Apr 22Pending
Infosys FoundationSanjay Rao[email protected]Employment Check15 Apr 22Verified
Police Verification
Consent obtainedDone
Documents submittedDone
Police clearance receivedCleared
Ref: PV/BLR/2022/4521 · Issued 28 Apr 2022
Reference Check
Ref 1: Dr. Anand Kumar
Former Manager, Deloitte · [email protected] · Responded
Ref 2: Prof. Lalitha Iyer
Academic Mentor, JNU · [email protected] · Responded
Individual Contributor
Highly self-directed with strong analytical skills. Works best with clear goals and autonomy. Excels at deep research, detailed documentation, and independent problem-solving. Prefers structured feedback cycles over collaborative brainstorming.
Assessment completed: 20 Apr 2022 · Administered by: HR Team · Next due: Apr 2025 Overdue
Trait Profile
Self-Direction
9/10
Analytical Thinking
8/10
Communication
7/10
Adaptability
7/10
Collaboration
6/10
Leadership
5/10
Role Fit Analysis
Trait RequiredRequired LevelStaff LevelFit
Self-DirectionHigh9/10Excellent
Analytical ThinkingHigh8/10Strong
CommunicationMedium7/10Good
CollaborationLow6/10Sufficient
This view shows all open staff requirements and indicates how well this staff member matches each one.
Senior Research Lead — PGR Platform Dev
Full Time · Research Dept · Posted 10 May 26
96%
Match
ResearchAnalysisReport Writing
Programme Manager — PS 24X7 Family Clinic
Full Time · Operations · Posted 5 May 26
71%
Match
Programme ManagementLeadership
Data Analyst — BL Blueprint ODE4PH
Contract · Research · Posted 1 May 26
55%
Match
Data AnalysisStatistics
Attendance
Monthly grid — click any cell to update
Legend: PPresent AAbsent HHoliday WWFH LLeave
Tasks
Assignments, progress and completion · Linked to Projects
Communications Assigned to You
Inbox items awaiting your follow-up · click any to open in Communications
FY26 Q1 milestone review — impact deck
High
Dr. Anand Kumar · Convergence Catalyst
In Progress due 3 JunC-2026-047
Application — Senior Research Lead
Medium
Shreya Joshi · Job applicant
In Progress due 2 JunC-2026-043
To Do 6
Prepare Q1 donor impact report
HighHPHF Core 20 May
NP
Nandhini
Update MCA compliance tracker
MediumAdmin 22 May
KP
Kiran
Finalise NEXEL workshop curriculum
HighNEXEL · BL
PS
Pooja
Stakeholder interview — PRD Module 4
MediumPRD 25 May
RR
Radhakrishnan
Roster W22 publish & communicate
MediumOperations
SP
Sarath
Reimbursement settlement — Apr batch
HighFinance
VV
Viduthalai
In Progress 5
Field data collection — Rajasthan
HighBL · ODE4PH
Progress65%
EK
Ezhil Mangai
FACSuite reporting module dev
MediumPGR · Tech
Progress80%
24X7 Clinic — SoP documentation
MediumPS · 24X7
Progress50%
OV
Oviya
Annual board meeting minutes
MediumHPHF Core
Progress30%
AM
Anitha
Market survey data validation
HighPRD · Market Study
Progress90%
SB
Susmitha
Done 7
GST filing — Mar 2026
Done5 May
Onboard Srinithy — induction complete
Done2 May
April payroll — all 11 staff
Done30 Apr
PGR sprint review — milestone 3
Done28 Apr
BGV initiated — Nandhini & Oviya
Done25 Apr
Invoice sent — Convergence Catalyst #0013
Done22 Jan
W20 Saturday review — all teams
Done18 May
Communications
Inbox of all incoming messages · email, WhatsApp & phone calls · assign, follow-up & supervisor close-out
Inbox · all channels
47
last 30 days
Unassigned
3
need triage
In Progress
12
with follow-up
Awaiting Closure
7
supervisor review
Closed this week
18
avg cycle 2.4 d
SLA Breach
2
> 48h no action
Email
24
12 open · 4 awaiting closure · 8 closed
WhatsApp
15
5 open · 2 awaiting closure · 8 closed
Phone Calls
8
2 open · 1 awaiting closure · 5 closed
Inbox · 47 messages
Newest first
Documents
147 files · 412 versions · all entities, all projects · full version history
Total files
147
Versions stored
412
Storage
3.4 GB
Updated this week
18
Pending review
6
Folders
Compliance
38 files · 112 versions
Contracts
24 files · 67 versions
HR Records
41 files · 89 versions
Research
29 files · 84 versions
Financial
15 files · 60 versions
All files · version history at-a-glance
Click any version chip to open history
Name
Tags
Latest by
Updated
Versions
HPHF_Annual_Report_2025.pdf
2.4 MB · HPHF Foundation
Compliance Report
Nandhini
12 May 26
v4
BalanceSheet_FY25-26.xlsx
1.1 MB · FAC LLP
Financial
Kiran
10 May 26
v7
MCA_Form_AOC-4_2025.pdf
840 KB · NEXEL
Compliance
Viduthalai V.
08 May 26
v3
QnQ_Sector_Codebook.xlsx
680 KB · QnQ project
Research Index sheet
Pavithra N.
18 May 26
v4
HPHF_Strategy_Deck.pptx
12.4 MB · HPHF Strategy
Content Project update
Arjun S.
17 May 26
v6
Payroll_Apr_2026.xlsx
320 KB · FAC LLP
HR
Kiran
30 Apr 26
v2
MoU_HPHF_QnQ_2023.pdf
620 KB · contracts archive
Contract
Kiran
21 Jan 23
v1
GST_Return_Mar26.pdf
410 KB · FAC LLP
Compliance
Kiran
05 May 26
v2
Andiran_Chapter_Draft.docx
1.8 MB · Andiran Field Study
Content Research
Ramesh M.
16 May 26
v3
QnQ_SST_Q1.xlsx
2.1 MB · QnQ Sector Report
SST Research
Pavithra N.
14 May 26
v5
HPHF_LinkedIn_post-bank.zip
28 MB · HPHF social
Social Media Content
Divya R.
15 May 26
v8
Team_Report_W20.docx
240 KB · Research team weekly
Team report
Lakshmi I.
11 May 26
v2
Activity log · last 5 changes
FileActionByDateVersionTag
QnQ_Sector_Codebook.xlsxNew versionPavithra N.18 May · 11:20v4Index sheet
HPHF_Strategy_Deck.pptxNew versionArjun S.17 May · 16:40v6Content
Andiran_Chapter_Draft.docxCommentLakshmi I.16 May · 14:08v3Content
QnQ_SST_Q1.xlsxRestoredKiran14 May · 10:02v5SST
HPHF_Annual_Report_2025.pdfUploadedNandhini12 May · 09:14v4Compliance
Team Documents
My team's uploads · team reports & project updates I publish · full version history per file
My team's files
62
My team reports
18
Project updates
14
Awaiting my review
5
Versions stored
186
My team reports
Team_Report_W21.docx
This week · 7 sections · draft
18 May
v2
Team_Report_W20.docx
Final · circulated to admin
11 May
v2
Team_Report_W19.docx
Final · archived
04 May
v3
Q1_team_summary.pptx
Quarterly · presented at all-hands
02 May
v4
Hiring_proposal_2026.docx
Draft for admin · 2 roles
28 Apr
v3
Project updates
QnQ_progress_W21.docx
Sector report on track · 72%
18 May
v1
HPHF_strategy_update_May.pptx
Monthly review · concerns flagged
15 May
v2
Andiran_field_log_W21.xlsx
Daily log · 14 villages covered
17 May
v5
Avvai_donor_brief.pdf
Status note · delayed · escalated
14 May
v3
Nalli_onboarding_notes.docx
Early stage · capacity plan
12 May
v1
Uploaded by my team · pending review
5 to review
File
Tags
By
Project
Versions
QnQ_Sector_Codebook.xlsx
680 KB · 2024 update applied
Index sheet
Pavithra N.
QnQ Sector
v4
Andiran_Chapter_Draft.docx
1.8 MB · v2 → v3 with my comments
Content
Ramesh M.
Andiran Field
v3
QnQ_SST_Q1.xlsx
2.1 MB · sample-survey transcript
SST
Pavithra N.
QnQ Sector
v5
HPHF_LinkedIn_post-bank.zip
28 MB · 6 posts for May
Social Media
Divya R.
HPHF / Comms
v8
HPHF_Strategy_Deck.pptx
12.4 MB · cover refresh + 4 slides
Content
Arjun S.
HPHF Strategy
v6
5 files from my team need my review before I forward them to admin for final lock.
File
Tags
By
Project
Versions
QnQ_Sector_Codebook.xlsx
680 KB · 2024 update applied · uploaded today 11:20
Index sheet
Pavithra N.
QnQ Sector
v4
Andiran_Chapter_Draft.docx
1.8 MB · v2 → v3 with my comments addressed
Content
Ramesh M.
Andiran Field
v3
QnQ_SST_Q1.xlsx
2.1 MB · sample-survey transcripts compiled
SST
Pavithra N.
QnQ Sector
v5
HPHF_LinkedIn_post-bank.zip
28 MB · 6 posts for May calendar
Social Media
Divya R.
HPHF / Comms
v8
HPHF_Strategy_Deck.pptx
12.4 MB · cover refresh + 4 new slides
Content
Arjun S.
HPHF Strategy
v6
Review SLA · this week
Avg time to review4.2h
SLA target6h
Files reviewed YTD86
Weekly · monthly · quarterly summaries I publish for admin. Every new submit becomes a new version.
18 reports · 47 versions stored
Report
Type
Period
Published
Versions
Team_Report_W21.docx
7 sections · in-progress draft
Weekly
W21 · 18-24 May
18 May
v2
Team_Report_W20.docx
Final · circulated to admin
Weekly
W20 · 11-17 May
11 May
v2
Team_Report_W19.docx
Final · archived
Weekly
W19 · 04-10 May
04 May
v3
Q1_team_summary.pptx
Quarterly · presented at all-hands
Quarterly
Q1 FY26
02 May
v4
Hiring_proposal_2026.docx
2 roles · for admin sign-off
Proposal
FY 26-27
28 Apr
v3
Team_Report_W18.docx
Final · archived
Weekly
W18 · 27 Apr - 03 May
27 Apr
v2
April_monthly_team_review.docx
Monthly · all projects rolled up
Monthly
Apr 2026
30 Apr
v2
Per-project status notes I post for admin + team visibility. Updates roll up into the project page.
14 updates · 5 active projects
Update
Project
Health
Posted
Versions
QnQ_progress_W21.docx
72% complete · on track
QnQ Sector
On track
18 May
v1
HPHF_strategy_update_May.pptx
Monthly review · concerns flagged
HPHF Strategy
At risk
15 May
v2
Andiran_field_log_W21.xlsx
Daily log · 14 villages covered
Andiran Field
On track
17 May
v5
Avvai_donor_brief.pdf
Status note · delayed · escalated
Avvai Outreach
Delayed
14 May
v3
Nalli_onboarding_notes.docx
Early stage · capacity plan
Nalli Onboarding
On plan
12 May
v1
QnQ_progress_W20.docx
68% complete · last week
QnQ Sector
On track
11 May
v2
HPHF_strategy_update_Apr.pptx
Monthly · phase 1 sign-off
HPHF Strategy
On track
28 Apr
v3
All 30 files my team has uploaded against project tasks · across the 4 employee tags.
File
Tags
By
Project
Versions
QnQ_Sector_Codebook.xlsx
680 KB
Index sheet
Pavithra N.
QnQ Sector
v4
Pharma_Q4_Index.xlsx
230 KB
Index sheet
Pavithra N.
QnQ Sector
v2
Andiran_Chapter_Draft.docx
1.8 MB
Content
Ramesh M.
Andiran Field
v3
Sector_chapter_pharma.docx
1.2 MB
Content
Pavithra N.
QnQ Sector
v3
QnQ_SST_Q1.xlsx
2.1 MB
SST
Pavithra N.
QnQ Sector
v5
Andiran_SST_pilot.xlsx
490 KB
SST
Ramesh M.
Andiran Field
v3
HPHF_LinkedIn_post-bank.zip
28 MB
Social Media
Divya R.
HPHF / Comms
v8
QnQ_twitter_thread.docx
96 KB
Social Media
Pavithra N.
QnQ Sector
v3
Avvai_reel_script.docx
38 KB
Social Media
Divya R.
Avvai Outreach
v2
HPHF_Strategy_Deck.pptx
12.4 MB
Content
Arjun S.
HPHF Strategy
v6
My Documents
Upload files against your project tasks · tag them right · every save is a new version
My files
34
Versions saved
96
Index sheets
8
Content files
12
SST transcripts
6
Social media
4
Filter by tag
Index sheet · 8 files
Name
Linked task
Project
Saved
Versions
QnQ_Sector_Codebook.xlsx
680 KB · 2024 update applied
Codebook v4 verify
QnQ Sector
18 May
v4
Pharma_Q4_Index.xlsx
230 KB · 412 rows · in progress
Pull Q4 pharma data
QnQ Sector
17 May
v2
Andiran_Village_Index.xlsx
180 KB · 96 villages mapped
Field cluster mapping
Andiran Field
12 May
v3
Content · 12 files
Name
Linked task
Project
Saved
Versions
Sector_chapter_pharma.docx
1.2 MB · 14 pages · draft
Draft sector chapter
QnQ Sector
18 May
v3
Codebook_changelog_2024.docx
86 KB · supporting v4 mappings
Codebook v4 verify
QnQ Sector
16 May
v2
BLR_visit_brief.docx
220 KB · partner agenda
Confirm hotel · HPHF BLR
HPHF Bangalore
14 May
v1
SST · 6 files Sample-survey transcripts
Name
Linked task
Project
Saved
Versions
QnQ_SST_Q1.xlsx
2.1 MB · 84 respondent transcripts
Compile SST Q1
QnQ Sector
14 May
v5
SST_template_master.xlsx
42 KB · interviewer template
Field templates
QnQ Sector
06 May
v2
Andiran_SST_pilot.xlsx
490 KB · 18 transcripts (pilot)
Pilot SST
Andiran Field
02 May
v3
Social Media · 4 files
Name
Linked task
Project
Saved
Versions
HPHF_LinkedIn_post-bank.zip
28 MB · 6 posts · May calendar
Monthly post bank
HPHF / Comms
15 May
v8
QnQ_twitter_thread.docx
96 KB · 8-tweet announcement
Launch thread
QnQ Sector
11 May
v3
Avvai_reel_script.docx
38 KB · 45-sec script + storyboard
Donor outreach reel
Avvai Outreach
08 May
v2
Every save is auto-versioned. Tap any version chip (e.g. v5) to see who changed what · restore an older version · compare side-by-side.
Reports
Generate MCA compliance, ITR, project-wise and performance reports
Reports Generated
47
this financial year
Last Export
10 May 26
Balance Sheet · FY 25-26
Compliance Due
2
ITR filing · AGM minutes
Pending Audit
₹6.81 Cr
reimbursement unresolved
ITR / MCA Compliance Report
Category-wise income & expense summary for Income Tax filing, grouped by ITR category.
Project-wise Report
Detailed income & expense breakdown by project with sub-totals per entity.
Employee Performance Report
Attendance summary, task completion and performance metrics for all staff.
Balance Sheet Export
Full export of all 8,630 transactions with 70 columns for audit and MCA compliance.
Inventory
Assets and subscriptions · Linked to Staff profiles and Projects
Total Assets
147
12 added this year
Issued
89
to 24 staff members
Available
48
in store
Under Repair
10
maintenance pending
CodeAssetCategoryBrand/ModelPurchase ValueAssigned ToStatusCondition
INV-001 Dell XPS 15 LaptopIT EquipmentDell₹1,20,000IssuedGood
INV-002 MacBook Pro 14"IT EquipmentApple₹1,85,000IssuedGood
INV-003 HP LaserJet ProIT EquipmentHP₹45,000AvailableGood
INV-045 ID CardAccessInternal₹200IssuedGood
INV-112 iPhone 13IT EquipmentApple₹65,000IssuedGood
INV-130 Office ChairFurnitureHerman Miller₹28,000Common AreaIn UseGood
INV-145 LG 27" MonitorIT EquipmentLG₹32,000Under RepairDamaged
Showing 1–7 of 147 assets
Total Subscriptions
28
Active
24
Expiring Soon
3
Monthly Cost
₹55,700
ToolCategoryPlanSeats TotalSeats UsedCost/MonthRenewalStatus
Google WorkspaceProductivityBusiness Starter3026₹18,0001 Apr 27Active
SlackCommunicationPro2522₹12,50015 Jun 26Active
GitHubDevelopmentTeam108₹6,8001 Mar 27Active
NotionProductivityTeam2018₹5,2001 Sep 26Active
ZoomCommunicationPro1511₹9,00030 May 26Expiring Soon
FigmaDesignProfessional54₹4,2001 Jan 27Active
Total Asset Value
₹38,40,000
147 assets registered
Monthly Subscription Cost
₹55,700
28 active subscriptions
Asset Value by Category
IT Equipment
₹27,64,000
Furniture
₹6,90,000
Vehicles
₹2,68,000
Access / ID
₹18,000
Projects
5 projects · 17 sub-projects · integrated work, finance & outputs · 8,629 ledger entries
Active Projects
5
Closed Projects
3
Committed Budget
₹3.85 Cr
Spent (all)
₹12.68 Cr
Earned (all)
₹10.95 Cr
View Status
ClosedPS-WE-QNQ-01FY 22-23 · 23-24

Women-Led Community Clinic Model

Addressing the Growing Burden of Non-Communicable Diseases (NCDs)
"Local Women Entrepreneurship Enabling Increased Health Coverage"
Net Outcome
-₹6.00 L
non-recoverable preparatory costs
≈ USD 7,340 (closure)
Project Timeline
Jan 23 — Apr 23
FY 22-23 · closed 29 Apr 23
Partners Involved
QnQ Healthcare Pvt Ltd
MoU signed 21/01/23 · cancelled 16/03/23
Total Project Expenditure
₹8,00,000
≈ USD 9,700 initial outlay
Refund Received
₹2,00,000
from QnQ · 28 Apr 23
Project Brief

This initiative sought to establish a women-led Community Clinic Model to address the growing burden of Non-Communicable Diseases (NCDs) at the community level. Designed as an integrated primary care platform, the model combined a community-based pharmacy, scheduled part-time doctor consultations, full-time teleconsultation support, and structured outreach services to ensure continuous and accessible care.

The main focus was strengthening the capacity of Auxiliary Nursing Midwives (ANMs) by equipping them with enhanced clinical skills, digital health competencies, and leadership capabilities — elevating the professional role and socio-economic standing of women health workers within their communities.

By integrating service delivery with capacity building, the project aimed to create a sustainable, community-owned healthcare model where women serve as catalysts for improved health outcomes and long-term social development.

HealthcareNCDsWomen empowermentPrimary careANMsPharmacyTier-2 city pilotCuddalore · Thozhudhur
Profit & Loss Statement
All amounts in INR · Cumulative across the project
S.NoCategoryAmount (₹)
Revenue
1Operations0
2Other sources (Return of payments)2,00,000
Total Revenue2,00,000
Expenses
1Partnership / Collaboration1,02,650
2Salary50,000
3Infrastructure Establishment5,71,350
4Compliances and Registration33,500
5Professional and Conveyance42,500
Total Expenses8,00,000
Net (Loss)(6,00,000)
P&L Summary · Year-wise
Spanning FY 22-23 · 23-24
S.NoDetails22-2323-24Net
1Revenue2,00,0002,00,000
2Expenses8,00,0008,00,000
Profit / (Loss)(8,00,000)2,00,000(6,00,000)
Upon closure, the project reflects a net expenditure of INR 6,00,000 (≈ USD 7,340), after accounting for the partial refund received. This amount represents non-recoverable preparatory and development costs.
Activities & Timeline
9 activities · Jan 23 — Apr 23 · chronological
DateActivityRelated Files
21/01/2023MoU signed with QnQ Private Limited
Operationalise the proposed women-led Community Clinic Model under a collaborative framework
MoU HPHF and QnQ.pdf
21/01/2023Pharmacy location planned at Thozhudhur, Cuddalore District
Tier-2 city pilot
25/01/2023Location secured — advance paid, civil works started
Infrastructure establishment phase 1
QnQ expenditure break — Final
19/02/2023Constraints identified for establishing the Pharmacy network
Internal review of feasibility
Current Issues in Starting Queenbee Network in Thozhudhur 16.02.2023
28/02/2023Internal discussion — MoU cancellation
No alignment on fixing drug price & HPHF value-added services
MoM — Cancellation of MoU with QnQ
01/03/2023Communication sent to QnQ for MoU cancellation
16/03/2023Acceptance of MoU cancellation by QnQ
28/04/2023Refund received — ₹2,00,000 from QnQ
Remaining expenditure: planning, coordination, preparatory costs
29/04/2023Project formally closed
Effective 29/04/2023 · no further financial commitments
Closure Memo.pdf
Closure Narrative

Following the execution of the MoU, HPHF made an initial investment of ₹8,00,000 towards preparatory activities, infrastructure planning, partnership alignment, and preliminary operational setup.

During the implementation phase, differences arose concerning certain key operational and partnership terms. Despite efforts to reconcile these differences and realign expectations, a mutually agreeable framework could not be established. In the interest of institutional governance, financial prudence, and long-term strategic sustainability, the decision was taken to discontinue the project under the existing arrangement.

Subsequently, QnQ Private Limited refunded an amount of ₹2,00,000 to HPHF. The remaining expenditure reflects costs already incurred towards planning, coordination, and preparatory activities.

Outputs
1
SoP for Pharmacy Establishment
Even though the project was discontinued, the Pharmacy Establishment SoP became a reusable institutional asset for future deployments.
Team Members Involved
5
HPHF
MK
Mr. Manikandan
Project Manager, HPHF
SK
Dr. Selvakumar
Medical Director, HPHF
QnQ Healthcare
RK
Mr. Radhakrishnan
VP — MSFO, QnQ
KJ
Dr. Kathirvel J
CEO, QnQ
RJ
Mr. Raja
Manager, QnQ
Reference Files
4
Literature Review
Designing & Conceptualisation — SST
Adoption & Implementation
Impact Assessment Discussion
Annexure
Financial Statements · Transaction Detail
9 transactions · Jan 23 — Feb 23 · traced from Balance Sheet ledger
S.NoTransaction DateCategoryDetailsAmount (₹)
121/01/2023Partnership / CollaborationMoU established with QnQ Healthcare
MoU charges as per QnQ norms
1,02,650
225/01/2023Infrastructure EstablishmentShop rental agreement & advance payment
Thozhudhur, Cuddalore District
1,00,750
326/01/2023Infrastructure EstablishmentElectronic appliances purchase & installations1,40,300
427/01/2023Professional & ConveyanceDrug Licence Application for the Pharmacy7,000
527/01/2023Professional & ConveyanceDrug Inspector Inspection (Professional Fee)26,500
630/01/2023Professional & ConveyanceProfessional & conveyance fees for HPHF Directors
Honorarium + TA/DA
42,500
701/02/2023Infrastructure EstablishmentInfrastructure & Civil Works (15 days of work)2,91,390
817/02/2023Infrastructure EstablishmentElectrical work — repairs38,910
928/02/2023SalaryFeb 23 Salary for Project Manager50,000
Total Expenditure8,00,000
This is the standard Project Status Report template (v2). For active projects, sections like Tasks Completed, Documents Created, Datasets Generated, and IP & Publications appear in addition to the components above.
Masters
All 21 master tables used across the Balance Sheet, Invoices and Project modules
13 Companies · 7 Internal · 6 External
IDCompanyTypeMCA ComplianceActivityActual WorkClaim / Return
01HPHF
Section 8 · 12A · 80G
InternalYesYesYesYes
02Andiran
Pvt Ltd · RRE
InternalYesYesYesYes
03Avvai
Pvt Ltd · Balance Sheet
InternalYesYesYesYes
04Kaari
Pvt Ltd
InternalYesYesYesYes
05ORI
Pvt Ltd · HMIS
InternalYesYesYesYes
06Velpari
Pvt Ltd · 2L Paying Students
InternalYesYesYesYes
07Sevvi
Pvt Ltd · LMS / Revenue
InternalYesYesYesYes
08Personal Bill
Director ITR pass-through
ExternalYesYesYesYes
09NalliExternalYesYesYesYes
10Pachayammal LLPExternalNoYesNoYes
11Convergence CatalystExternalNoNoNoYes
12Blue LotusExternalNoNoNoYes
13QnQExternalNoNoNoYes
13 Bank Accounts · also used as "Company for Account Transfer"
Account NameBankBranchAccount No.IFSCTypeLinked Co.
Dr. V Bank AccountHDFCKoramangalaXXXX 8141HDFC0001234SavingsHPHF
HPHF — Axis — CompanyAxisMG RoadXXXX 4421UTIB0000044CurrentHPHF
Employee Bank AccountMultipleReimb PoolHPHF
CashCashHPHF
HPHF — Axis — PRDAxisMG RoadXXXX 6712UTIB0000044CurrentHPHF
Nalli — HDFCHDFCT. NagarXXXX 9034HDFC0000114CurrentNalli
Kaari — HDFCHDFCIndiranagarXXXX 1187HDFC0001157CurrentKaari
Valvilori — HDFCHDFCHSR LayoutXXXX 4509HDFC0001233Current
Sevvi — HDFCHDFCKoramangalaXXXX 7782HDFC0001234CurrentSevvi
Velpari — HDFCHDFCKoramangalaXXXX 3651HDFC0001234CurrentVelpari
Andiran — HDFCHDFCKoramangalaXXXX 9210HDFC0001234CurrentAndiran
Avvai — HDFCHDFCKoramangalaXXXX 6628HDFC0001234CurrentAvvai
HPHF — HDFCHDFCKoramangalaXXXX 4821HDFC0001234CurrentHPHF
5 Projects · 17 Sub-projects
Projects
IDProjectSub-projects
01NEXEL5
02BALANCE SHEET4
03WAR ROOM LSDG3
04RRE4
05HPHF — Companies1
Sub-projects
IDSub-projectProject
01PU PilotingNEXEL
02Loan 50 LakhsNEXEL
03Investment 2 CrNEXEL
04Reaching 1 Crore StudentsNEXEL
052 Lakhs Paying StudentsNEXEL
06Balance SheetBS
07Admin MgmtBS
08HR MgmtBS
09MCA MgmtBS
10BhadrachalamWar Room
11UBAWar Room
12Other Piloting SitesWar Room
13HMIS PilotingRRE
14RRE DevelopmentRRE
15RRE PilotingRRE
16RRE Marketing & SalesRRE
17Company MaintenanceHPHF-Co
17 Project Sites · Site = Activity Co. + Sub-project rollup
Site CodeProjectSub-projectActivity Company
PU PU PilotingNEXELPU PilotingHPHF
HQ Loan 50 LakhsNEXELLoan 50 LakhsHPHF
HQ Investment 2 CrNEXELInvestment 2 CrHPHF
HQ Reaching 1 CrNEXELReaching 1 Crore StudentsHPHF
HQ 2 Lakhs PayingNEXEL2 Lakhs Paying StudentsVelpari
HQ Balance SheetBSBalance SheetAvvai
HQ Admin MgmtBSAdmin MgmtAvvai
HQ HR MgmtBSHR MgmtAvvai
HQ MCA MgmtBSMCA MgmtAvvai
Kothagudem BhadrachalamWar RoomBhadrachalamHPHF
PU UBAWar RoomUBAHPHF
Asifabad Other PilotingWar RoomOther Piloting SitesHPHF
Yazhini HMIS PilotingRREHMIS PilotingORI
HQ RRE DevelopmentRRERRE DevelopmentAndiran
IdeaEdu RRE PilotingRRERRE PilotingAndiran
IdeaEdu RRE MarketingRRERRE Marketing SalesAndiran
HQ Company MaintenanceHPHF-CoCompany MaintenanceAvvai
Events · Used to tag transactions and roster slots
IDEventPurposeSiteSub-projectProjectStartEndActivity Co.
01PU MeetingMeetingPU PU PilotingPU PilotingNEXEL12/03/2620/03/26HPHF
02PilotingMeetingPU PU PilotingPU PilotingNEXEL13/03/2621/03/26HPHF
03WorkshopMeetingPU PU PilotingPU PilotingNEXEL14/03/2622/03/26HPHF
Purpose lookup
OngoingMandateClient MeetingExternal MeetingInternal MeetingBoard / Advisory MeetingProject ActivitiesPartnerships
Employee Master · Source of truth for Staff, Roster, Attendance & Payroll
User IDNameDesignationCodeTypeJoinedEmailProjects
01Viduthalai VirumbiFounder DirectorHPHF22VB8613CXO02/10/22[email protected]NEXELHPHF
02SarathDirectorHPHF22SP1122CXO02/10/22[email protected]NEXELHPHF
03KiranDirectorHPHF22KP9671CXO02/10/22[email protected]NEXELHPHF
04PoojaProject DirectorHPHF22PS0178CXO08/10/22[email protected]NEXELBL
05NandhiniProject DirectorHPHF25NP1712Employee07/06/25[email protected]PRDPS
06RadhakrishnanResearch AssociateHPHF24RR5983Employee07/04/25[email protected]PRD
07Ezhil MangaiResearch AssociateHPHF24EK0727Employee06/02/25[email protected]BL
08OviyaResearch AssociateHPHF25OV7786Employee07/06/25[email protected]PS
09AnithaResearch AssociateHPHF24AM3606Employee06/02/25[email protected]PS
10SusmithaResearch AssociateHPHF24SB7125Employee06/02/25[email protected]PRD
11SrinithyResearch AssociateHPHF24SR9089Employee06/02/25[email protected]BL
Chart of Accounts · Sub-category → Category → Investment → ITR Head — drives Balance Sheet pivot
Sub-Cat IDSub-categoryCategoryInvestment CategoryITR Head of AccountGroupIN/OUTPivot
001IncomeFinance — RevenueIncome from OperationsSales of ServiceRevenueINYes
002Bank InterestFinance — RevenueOther incomeInterest IncomeRevenueINYes
011ITR ClaimsFinance — ClaimsOther incomeShort-Term Borrowing — ReturnRevenueINYes
012Capital Reimbursement — ClaimFinance — ClaimsOther incomeShort-Term Borrowing — ReturnRevenueINYes
021Dr. V Loan InFinance — LoanLoan from DirectorsLoan from DirectorsRevenueINYes
022AJ Loan OutFinance — LoanLoan provided to othersShort-Term Borrowing — ProvidedExpensesOUTYes
041SalaryHR — GeneralSalaries, TDS, ESI, PF & OthersEBE — Salaries & wagesExpensesOUTYes
043StipendHR — GeneralSalaries, TDS, ESI, PF & OthersEBE — Salaries & wagesExpensesOUTYes
073GSTAdmin — CompliancesGSTGSTExpensesOUTYes
101Ticket — FlightAdmin — TravelTravel, Boarding, LodgingOE — Travelling & ConveyanceExpensesOUTYes
108Hotel StayAdmin — TravelTravel, Boarding, LodgingOE — Boarding & LodgingExpensesOUTYes
121Cloud StorageInfra — DigiServers / Cloud / DomainOE — Website / Cloud StorageExpensesOUTYes
Showing 12 of 308 sub-categories · 18 categories · 19 ITR investment heads
Payment Method

01Net Banking
02UPI
03Cheque
04Credit Card
05Debit Card
06Cash
Payment Type

· Reimbursement
· Loan
· Payment
· Internal Transfer
· Revenue
· Personal Bill
· Advance
Bill Form

PhysicalDigitalNANo
Bill in Drive Status

YesNo
Recurring / Non-recurring

RecurringNon-recurring
GST Portal Verified

YesNoNo GST
Source · 25 values
SourceIN / OUT
Out — Not reimbursedOUT
Out — ReimbursedOUT
IN — Dr. V LoanIN
Out — Personal Bills (GST Invoices)OUT
Out — Direct payment for ActivitiesOUT
Out — Advance out to directors / staffOUT
Out — Paid from AdvanceOUT
IN — Bank InterestIN
Out — LoanOUT
IN — IncomeIN
IN — Capital reimbursementIN
Out — Cash — Establishment / PoCOUT
IN — Returns receivedIN
IN — Travel reimbursementIN
IN — Loan from OthersIN
Out — Internal transfer (Account to Account)OUT
IN — Internal transferIN
Out — Personal Bills (Non-GST · Personal ITR)OUT
Out — Personal Bills (Non-GST · Company ITR)OUT
IN — ITRIN
IN — Drug delivery — RevenueIN
IN — Consultation feeIN
Reimbursement Status

RefundedNot RefundedNA
Reimb. Mode of Transfer

Yet to PayBank TransferCash TransferNA
Settled Status

Not ReimbursedReimbursedNot SettledSettledInternal Transfer
Company for Account Transfer
Same as Bank Account master — used as destination dropdown when source is "Internal transfer". 13 entries.
Dr. V Bank AccountHPHF — Axis — CompanyEmployee Bank AccountCashHPHF — Axis — PRDNalli — HDFCKaari — HDFCValvilori — HDFCSevvi — HDFCVelpari — HDFCAndiran — HDFCAvvai — HDFCHPHF — HDFC
Weekly Roster
Allocate each staff member to a project & place of work — published every Sunday for the coming week
Week 21 · 18 May – 24 May 2026
Slots filled
9 / 11
Unallocated staff
2
Travel days
7
Off-site
3
Status
Draft
Staff Mon 18Tue 19Wed 20Thu 21Fri 22 Sat 23 · Review Sun 24
Legend
NEXEL Balance Sheet War Room LSDG RRE Unallocated / Off
Daily & Weekly Audit
Task assignment, completion, document submission & supervisor SLA — week ending Sat, 23 May 2026
Tasks Assigned
38
11 staff · 5 projects
Completed
26 68%
vs target 80%
Docs Submitted
22 85%
of completed
Sup. Reviewed
19 86%
of docs
6-hr SLA Met
14 74%
of reviews
Pending Sat Final
6
to be locked Sat
Assignment → Completion → Document → Review funnel
Week 21
On-time Late but in Missing
Supervisor 6-hour SLA
74% 14 of 19 reviews
Reviewed < 6 hrs14
Reviewed 6–24 hrs3
Reviewed > 24 hrs2

Awaiting review3
Median latency4h 12m
Mon–Fri completion grid · Saturday = weekly summary & backlog
Mon–Fri cells: tasks assigned vs. completed. Sat cell rolls up the week — reviewed / assigned with a backlog bar.
All clear Pending SLA Breach No assignment
Pending supervisor review · 6-hour SLA
Reviewers must close-out with remarks within 6 hours of submission.
TaskStaffProjectSubmittedSupervisorStatusAge
PU Cohort 4 — interview transcripts
3 docs · 24 pages
RadhakrishnanNEXELTue 14:20PoojaReviewed 17:453h 25m
Velpari pitch deck — annex C
1 doc · 9 slides
AnithaNEXELWed 11:08VVLate · reviewed 19:508h 42m
Sevvi pricing — A/B summary
2 docs
Ezhil MangaiNEXELThu 09:00SarathAwaiting · 11h+11h 30m
Bhadrachalam field notes — Day 3
1 doc + 12 photos
SusmithaWar RoomThu 18:40KiranAwaiting4h 50m
HMIS API spec — draft v2
1 doc
SrinithyRREFri 10:15PoojaAwaiting7h 02m
Cohort 4 baseline — data submission
Awaiting from staff
OviyaNEXELPoojaDoc not submitted22h overdue
Saturday Review & Backlog Close-out · 23 May 2026 · 10:30 AM
Saturday is reserved for reviewing the week's work and clearing the documentation backlog accumulated Mon–Fri. No new assignments. Week auto-locks at 17:00 Sat.
Tasks to finalise
6
Carry-over to W22
3
Escalations
2
Attendees confirmed
9 / 11
Bills & Reimbursements
Final approval after supervisor verification · personal-flagged bills excluded from org books
Awaiting admin
14
Reimb. queued
₹2.84L
This month approved
₹4.12L
Re-classified to personal
7
Rejected this FY
5
Bill / Vendor
Employee
Amount
Tag
Status
Indian Oil — Fuel reimbursement
Bill #IO-2842 · 14 May 2026 · Project: QnQ Field-trip Chennai
Vasanth M.
VAS-04
₹4,820
Org
Sup verified
Hotel Saravana — Stay 2 nights
Inv #HS-9182 · 09–11 May · Project: HPHF Bangalore visit
Pavithra N.
PVN-07
₹12,400
Org GST
Sup verified
Croma — Wireless mouse
Bill #CRM-3318 · 12 May 2026 · Self-purchase
Arjun S.
ARJ-09
₹1,290
Personal
Re-classify?
Apollo Pharmacy — Medicines
Bill #AP-7711 · 03 May 2026
Pavithra N.
PVN-07
₹2,140
Personal
Auto-routed
Zomato — Team dinner (4 pax)
Inv #ZM-44219 · 10 May · Project: HPHF strategy off-site
Lakshmi I.
LKI-02
₹3,160
Org GST
Sup verified
Ola Cabs — Airport drop
Receipt #OLA-89231 · 08 May · Project: QnQ partner visit
Karthik R.
KAR-05
₹860
Org
Sup verified
9 bills are currently with supervisors for verification. You'll see them here once verified and routed to admin.
BillEmployeeSupervisorAmountUploadedTime with sup
Print-house — Andiran bannersRamesh M.Lakshmi I.₹2,14015 May3 days
BSNL — Internet top-upSuresh R.Lakshmi I.₹3,40014 May4 days
DTDC Courier — donor lettersDivya R.Lakshmi I.₹89016 May2 days
Office stationery — May refillKarthik R.Lakshmi I.₹2,86012 May6 days · SLA
Uber — partner meetingArjun S.Lakshmi I.₹72017 May1 day
Reliance — A4 printer paperRamesh M.Lakshmi I.₹1,42013 May5 days
Andiran — local food expenseVasanth M.Lakshmi I.₹1,64017 May1 day
Approved FY
62
98% sup approval rate
Total value FY
₹4.12L
avg ₹6,650/bill
This month
₹84K
12 bills
Avg time to pay
6.2d
vs target 7d
BillEmployeeApprovedAmountReimbursedReceipt
Indian Oil — FuelVasanth M.15 May₹4,82017 May · UTR ●●●●3412
Croma — USB-C dockPavithra N.12 May₹4,89014 May · UTR ●●●●2204
Saravana Bhavan — lunchPavithra N.06 Apr₹2,84008 Apr
Ola — Airport dropPavithra N.30 Mar₹86002 Apr
Print-house — Q1 bannersRamesh M.28 Mar₹3,20030 Mar
Air India — MAA-DELArjun S.22 Mar₹6,42024 Mar
Bills that were moved between Org and Personal after upload — often because the employee mis-tagged, or admin determined the expense doesn't fit company books.
BillEmployeeOriginalFinalRe-classified byReason
Croma — Wireless mouse · ₹1,290Arjun S.PersonalOrgAdmin · KiranWFH setup eligible
Apollo — Vitamin supplements · ₹820Karthik R.OrgPersonalSup · LakshmiPersonal health · not reimbursable
Reliance Digital — Headphones · ₹3,490Suresh R.PersonalOrgAdmin · KiranApproved WFH accessory
Cab — School pickup · ₹240Pavithra N.OrgPersonalSup · LakshmiPersonal commute
Coursera — Cert exam · ₹2,400Divya R.PersonalOrgAdmin · KiranApproved L&D budget
Restaurant — Family meal · ₹1,820Vasanth M.OrgPersonalAdmin · KiranNot work-related
BSNL — Home broadband · ₹1,200Suresh R.OrgPersonalSup · LakshmiWFH stipend already paid
5 bills have been rejected this FY — either non-eligible expenses, missing documents, or policy violations.
BillEmployeeAmountRejectedByReason
Movie tickets · 4 paxKarthik R.₹1,80012 MayAdminNot work-related
Personal gym membershipSuresh R.₹4,50008 MayAdminPersonal · 80D not applicable
Duplicate bill (Indian Oil)Vasanth M.₹2,20022 AprSupSame bill submitted twice
No GST invoice — hotelArjun S.₹8,40015 MarSupBooking confirmation only · need tax invoice
Liquor charge — client mealRamesh M.₹3,20002 MarAdminPolicy: alcohol not reimbursable
Re-classification flow · how a bill moves
1. Employee uploads 2. Employee marks Org / Personal 3. Supervisor verifies (vendor, GST, project) 4. Admin approves / re-classifies / rejects 5. Reimbursement paid · ITR proforma updated
Asset Issuance & Service
Supervisor raises request → Admin issues / repairs / receives back
All requests
9
Pending Issue
4
Pending Recovery
2
Repair queue
3
In stock
28
Issued · cumulative
46
REQ-2026-018 · Issue Laptop
Awaiting issue
Asset requestedLenovo ThinkPad E14
For employeeSharanya V. · SHV-11
Raised by supervisorLakshmi I. · 19 May 10:14
ReasonNew joiner · onboarding W21
Supervisor approved19 May 10:14
2Admin issues device + accessoriesNow
3Employee acknowledges
REQ-2026-014 · Recover Laptop
Exit pending
AssetMacBook Air M2 · MBA-09
From employeeRohit K. · ROH-12 (exiting 23 May)
Approved by supervisorLakshmi I. · 17 May
Condition reportedTrackpad lag · key sticking
Sup approved recovery17 May
2Admin to collect & inspectDue 23 May
3Route to repair OR re-stock
REQ-2026-020 · Repair Issue
Reported by employee
AssetDell Latitude · DLL-04
With employeeKarthik R. · KAR-05
Issue describedBattery drains in 1.5 hrs
Sup recommendationBattery replacement (under warranty)
Employee reported18 May
Supervisor verified19 May
3Admin sends to Dell serviceToday
REQ-2026-016 · Issue Monitor
Out for delivery
AssetLG 24" UltraFine
For employeePavithra N. · PVN-07
VendorReliance Digital · PO-2026-091
ETA22 May 2026
Sup approved15 May
Admin placed PO16 May
3Awaiting delivery22 May
In repair
3
2 under warranty · 1 paid
Avg repair time
8.4d
vendor turnaround
Loaners issued
2
interim devices
AssetOwnerIssueVendorSentETACost
Dell Latitude · DLL-04Karthik R.Battery drainDell service19 May27 MayWarranty
MacBook Air M2 · MBA-09Returned (Rohit K.)Trackpad lag, key stickingApple SC23 May2 JunAppleCare+
HP Printer · HP-OFF-03Office sharedToner sensor faultHP authorised14 May21 May₹3,400
Loaner pool · status
ThinkPad E14 · loaner-01Issued to Karthik R.
ThinkPad E14 · loaner-02Available
MacBook Air · loaner-03Issued to Rohit (legacy)
External monitor · loaner-04Available
Master register of all 77 organisation-owned assets across categories. Click any row to see its full history.
Asset IDItemCategoryIssued toStatusWarrantyValue
LP-PVN-022ThinkPad X1 CarbonLaptopPavithra N.ActiveSep 27₹1,24,000
LP-KAR-018Dell Latitude · DLL-04LaptopKarthik R.In repairApr 27₹84,000
LP-ARJ-014HP EliteBook 840LaptopArjun S.ActiveJan 27₹92,000
MON-12LG 24" UltraFineMonitorPavithra N.Just issuedMay 29₹22,400
MON-09Dell 27" P2723DMonitorArjun S.ActiveJul 26₹28,800
HS-PVN-009Sony WH-1000XM4HeadsetPavithra N.ActiveFeb 27₹19,990
PH-SUR-002iPhone 13 (work)PhoneSuresh R.Active₹54,000
CHR-OFF-12Herman Miller AeronFurnitureOffice (HR pool)In officeN/A₹1,12,000
PRN-OFF-03HP LaserJet Pro M404PrinterOffice sharedIn repairMar 27₹38,000
MBA-09MacBook Air M2 · ex-RohitLaptopRecovered (exit)InspectionSep 27₹1,08,000
Asset breakdown
Laptops28 of 77
Monitors14 of 77
Phones8 of 77
Furniture17 of 77
Printers / scan4 of 77
Misc / cables6 of 77
Total CAPEX value₹62.4L
Depreciated WDV₹38.9L
Every service event — repair, warranty claim, periodic maintenance — is logged here for audit.
DateAssetEventVendorCostDowntimeResolution
19 MayDell Latitude DLL-04Repair sentDell serviceWarrantyin progressBattery replacement requested
14 MayHP Printer HP-OFF-03Repair sentHP authorised₹3,400~7dToner sensor fault
02 MayiPhone 13 · PH-SUR-002ResolvedApple SC₹03dScreen replacement (Care+)
28 AprHP EliteBook · LP-ARJ-014Periodic cleanIn-house IT₹02hThermal paste · keyboard cleaned
18 AprLG Monitor MON-09ResolvedLG support₹01dDisplay panel · warranty replacement
12 AprThinkPad · LP-RAM-016ResolvedLenovo₹6,2009dSSD upgrade · 512→1TB
05 AprAeron chair · CHR-OFF-08ResolvedHM India₹05dRecline lever · warranty
Good morning, Lakshmi
Research team · 8 reports · W21 · Mon 18 May 2026
Awaiting my verify
9
Bills · ₹84,210 total
My team tasks · stale
7
no update > 48 hrs
Comms assigned
3
to follow-up today
Leave requests
2
awaiting my approval
Closed this week
21
forwarded to admin
Bills awaiting my verification
9
Hotel Saravana · Pavithra N.
₹12,400 · HPHF Bangalore visit · uploaded 14 May
Org
Indian Oil Fuel · Vasanth M.
₹4,820 · QnQ Chennai field-trip · 14 May
Org
Croma Mouse · Arjun S.
₹1,290 · marked Personal · clarify
Personal
Zomato Team Dinner · Lakshmi I.
₹3,160 · HPHF off-site · 10 May
Org
Stale tasks · need a nudge
7
Pull Q4 sector data — Pharma
5d stale
Pavithra N. · QnQ Sector Report · due 22 May
Vendor outreach · Trade fair
4d stale
Karthik R. · QnQ Outreach · due 24 May
Brief deck — strategy ride
3d stale
Arjun S. · HPHF Strategy · due 21 May
Field photos batch upload
2d stale
Vasanth M. · QnQ Field-trip · due today
Close-out ladder · my responsibility
Verify bills Verify task done Approve leave Approve asset request Receive returned asset Admin issues final close
All five flows route to Admin for the final lock. You close-by-supervisor → Admin closes-by-admin → File archived.
Team comms · assigned to me
Email · QnQ partner clarificationIn-progress
WhatsApp · Dr. Banerjee — field scheduleAwaiting reply
Phone call · MD office invoice queryAction drafted
Team scorecard — last 7 days
MemberTasks doneOpenStaleBills pendingAttendanceTrend
PN
Pavithra Nair
941₹14,540100%▲ steady
KR
Karthik R.
652₹86095%— flat
AS
Arjun S.
731₹1,29080%▼ slipping
VM
Vasanth M.
562₹4,820100%▼ heavy load
SH
Sharanya V.
22New▲ onboarding
RM
Ramesh M.
83₹2,140100%▲ strong
DV
Divya R.
641100%▲ steady
SR
Suresh R.
45₹3,40085%— flat
Workload distribution · this week
Pavithra N.
38h / 40h
Vasanth M.
44h / 40h · over
Karthik R.
36h / 40h
Arjun S.
32h / 40h
Ramesh M.
40h / 40h
Divya R.
34h / 40h
Suresh R.
22h / 40h · under
Sharanya V.
16h / 40h · ramp
By project · my team's spread
QnQ Sector Report42%
HPHF Strategy23%
Andiran Field18%
Avvai Outreach11%
Overhead / admin6%

Capacity flags
Vasanth is 110% loaded. Re-assign 1 task or extend deadline.
Suresh has 18h slack — fits Karthik's overflow.
Team Tasks
8 reports · 23 open · 7 awaiting my close-out · then forwarded to Admin
To-do8
Pull Q4 sector data — Pharma
PavithraQnQdue 22 May
Vendor outreach — Trade fair
KarthikQnQdue 24 May
Field photos batch upload
VasanthQnQtoday
In progress6
Brief deck — strategy ride
ArjunHPHF3d stale
Reconcile sector codes
DivyaQnQin review
Andiran chapter — draft v2
RameshAndirantoday
Blocked2
QnQ partner sign-off
Sureshblockedawaiting MD
Andiran field permit
Vasanthblockedcollector office
Sup close-out7
Sector codebook v4 — done
Pavithraverify?
HPHF brand kit refresh
Arjunverify?
Avvai donor letters
Divyaverify?
Vendor master cleanup
Rameshverify?
Admin close4
Q3 board pack
@adminforwarded 16 May
Trade-fair budget closure
@adminforwarded 17 May
Andiran field — closure note
@adminforwarded 18 May
TaskOwnerProjectDueStatusUpdated
Pull Q4 sector data — PharmaPavithra N.QnQ Sector22 MayTo-do5d
Vendor outreach — Trade fairKarthik R.QnQ Outreach24 MayTo-do4d
Brief deck — strategy rideArjun S.HPHF Strategy21 MayIn progress3d stale
Reconcile sector codesDivya R.QnQ Sector23 MayIn progresstoday
Andiran chapter — draft v2Ramesh M.Andiran FieldtodayIn progresstoday
Field photos batch uploadVasanth M.QnQ FieldtodayTo-do2d
QnQ partner sign-offSuresh R.QnQ Outreach25 MayBlockedawaiting MD
Andiran field permitVasanth M.Andiran Field23 MayBlockedcollector
Sector codebook v4 — donePavithra N.QnQ Sector18 MayAwaiting verifytoday
HPHF brand kit refreshArjun S.HPHF Strategy17 MayAwaiting verify1d
7 tasks have been marked done by your team. Verify the deliverable, add a closure note, and forward to admin for final lock.
Verify queue
7 · avg SLA 5.4h
Sector codebook v4 — draft
Pavithra N. · QnQ Sector · marked done 11:20 today
4h to SLA
HPHF brand kit refresh
Arjun S. · HPHF Strategy · marked done yesterday
22h to SLA
Avvai donor letters batch
Divya R. · Avvai Outreach · marked done 2d ago
OK
Vendor master cleanup
Ramesh M. · QnQ Sector · marked done 2d ago
OK
QnQ trade-fair survey transcripts
Karthik R. · QnQ Outreach · marked done 3d ago
past SLA
Andiran SST pilot results
Pavithra N. · Andiran Field · marked done 1d ago
OK
4 tasks you've closed-by-supervisor are now with Admin for the final audit lock. No action needed from you.
TaskOwnerClosed by supWith adminStatus
Q3 board packPavithra N.16 May · 14:002 daysAdmin reviewing
Trade-fair budget closureKarthik R.17 May · 09:301 dayAdmin reviewing
Andiran field — closure noteRamesh M.18 May · 11:00todayRouted
HPHF strategy Phase 1 sign-offArjun S.15 May · 16:403 daysSLA breach risk
Closed this week
21
vs 18 last week
Closed this month
86
on track for 102
Avg verify time
5.4h
SLA 6h · 94% hit
Returned to team
7
11% rework rate
Recently closed
TaskOwnerProjectClosedTime to closeClosed by
Sector codebook v3 — finalPavithra N.QnQ Sector14 May3h 20mAdmin ✓
Vendor list refreshRamesh M.QnQ Sector13 May5h 12mAdmin ✓
HPHF site brief — southArjun S.HPHF Strategy12 May2h 04mAdmin ✓
Avvai donor mappingDivya R.Avvai Outreach11 May6h 48mAdmin ✓
Andiran field intro deckVasanth M.Andiran Field09 May4h 30mAdmin ✓
QnQ Q3 progress notePavithra N.QnQ Sector07 May1h 50mAdmin ✓
Close-out flow · how I close a task
Employee marks done I verify deliverable (≤ 6h SLA) Add closure note · attach evidence Admin issues final close · audit lock
Team Projects
Read-only monitor · my team is allocated across 5 active projects
QnQ Sector Report 2026
Lead: Pavithra · 4 from my team
72% · 18 tasks done · 5 open
PN
KR
AS
VM
HPHF Strategy Refresh
Lead: Arjun · 3 from my team
48% · 11 done · 8 open · 1 stale
AS
RM
DV
Andiran Field Study
Lead: Ramesh · 2 from my team
60% · 14 done · 6 open
RM
VM
Avvai Donor Outreach
Lead: Divya · 2 from my team
31% · delayed · awaiting MD sign-off
DV
SR
Nalli Onboarding
Lead: Sharanya · ramp-up
18% · early stage · on plan
SH
Suresh's MoEF brief
Lead: Suresh · solo
55% · ahead of plan
SR
Read-only view. To request a project change (scope, deadline, budget), raise a ticket to Admin from the project page.
Communications · my team
Inbox filtered to messages assigned to me or my reports · I close-by-supervisor before Admin locks
Assigned to me
3
Assigned to my team
11
Awaiting my close-out
4
Forwarded to Admin
7
Avg time to close
5.4h
14 items
3 urgent4 to close
Dr. Raghavan · QnQ partner
09:12
Sector mapping — clarification on cement-tiles inclusion
Hi Lakshmi, can your team confirm the cement-tiles SIC code we discussed last week…
@meSup to close
Dr. Banerjee · Field guide
08:30
Field schedule — Andiran W22
Confirming the 23 May visit. Send permit copy by EOD…
@Vasanthin-progress
MD office · Mr. Iyer
Yesterday
Invoice query · HPHF Q4 retainer
Call summary — clarified that GST input claim is admissible…
@meaction drafted
Reliance Digital · sales
Yesterday
PO-2026-091 · LG Monitor delivery
Confirming 22 May delivery slot to FACSuite office. Please confirm…
@KarthikFYI
Pavithra Nair (internal)
2d
Sector codebook — final version ready for sign-off
Sent the v4 draft. Need your verify so it can be forwarded to admin for close…
@meSup to close
DR
Dr. Raghavan
QnQ partner · [email protected]
Email
Sector mapping — clarification on cement-tiles inclusion
Received
09:12 · today
Assigned to
Me (Lakshmi)
Project
QnQ Sector Report
Priority
Urgent
Hi Lakshmi,

Hope you're well. Following up on the call last Tuesday — your team flagged that cement-tiles fall under SIC 2755 in the current codebook. Could you confirm if this is intentional or if it should be re-mapped to 3274 as per the 2024 update?

We're freezing the chapter draft on 24 May, so a confirmation by EOD Thursday would help.

Best,
Raghavan
Action notes & timeline
Auto-assigned→ Lakshmi (QnQ keyword)09:13
Bills & Reimbursements · verification
My team's uploaded bills · I verify vendor / GST / project · then forward to admin for final approval
Pending my verify
9
₹ value
₹84,210
Personal-tagged
3
Verified this week
18
Sent back
2
Bill
Employee
Amount
Tag
Action
Hotel Saravana — 2N stay
HS-9182 · 09–11 May · HPHF Bangalore visit · GST claimed ₹2,232
Pavithra N.
PVN-07
₹12,400
Org GST 18%
Indian Oil — Fuel
IO-2842 · 14 May · QnQ Chennai field-trip · 218 km
Vasanth M.
VAS-04
₹4,820
Org
Croma — Wireless mouse
CRM-3318 · 12 May · employee tagged Personal
Arjun S.
ARJ-09
₹1,290
Personal
Ola Cabs — Airport drop
OLA-89231 · 08 May · QnQ partner visit
Karthik R.
KAR-05
₹860
Org
Zomato — Team dinner (4 pax)
ZM-44219 · 10 May · HPHF strategy off-site
Lakshmi I. (me)
LKI-02
₹3,160
Org GST
Apollo Pharmacy — Medicines
AP-7711 · 03 May · personal · 80D claimable
Pavithra N.
PVN-07
₹2,140
Personal
Print-house — Andiran banners
PR-1100 · 15 May · Andiran field study
Ramesh M.
RAM-08
₹2,140
Org GST
BSNL — Internet top-up
BS-3398 · 14 May · home WFH
Suresh R.
SUR-10
₹3,400
Personal GST (individual)
DTDC Courier — donor letters
DT-9911 · 16 May · Avvai outreach
Divya R.
DVR-06
₹890
Org
Assets · distribution & recovery
Raise requests to Admin · verify issues reported by team · approve recovery on exit
My team's assets
23
My open requests
3
Issues reported
2
Recovery pending
1
REQ-2026-018 · Issue laptop · Sharanya V.
Approved by me
TypeLaptop · standard config
ReasonNew joiner W21
My approval19 May 10:14
Sup approved19 May
2Admin to issue deviceToday
3Employee acknowledges
REQ-2026-020 · Repair · Karthik R.
Verifying issue
AssetDell Latitude · DLL-04
Reported issueBattery drains in 1.5 hrs
My recommendationBattery replacement (warranty)
Employee reported18 May
2I verify & routeToday
3Admin sends to service
REQ-2026-014 · Recovery · Rohit K. (exit)
Exit 23 May
AssetMacBook Air M2 · MBA-09
Condition reportedTrackpad lag, key sticking
My approval17 May
I approved recovery17 May
2Admin schedules collectionBy 23 May
REQ-2026-019 · Issue monitor · Pavithra N.
Delivered
AssetLG 24" UltraFine · LG-MON-12
Issued by admin22 May 14:30
I approved15 May
Admin issued22 May
Employee acknowledged22 May
2 of my team have reported asset issues. I verify the nature of the issue, recommend a fix, and approve the route to admin (repair / replace / write-off).
Karthik R. · Dell Latitude
Reported 18 May
AssetDLL-04
IssueBattery drains in 1.5 hrs
ReproducibleYes · seen on 3 days
WarrantyActive · battery covered
My recommendationBattery replacement (warranty)
Arjun S. · HP EliteBook
Reported yesterday
AssetLP-ARJ-014
IssueUSB-C charging port loose
ReproducibleIntermittent
WarrantyOut of warranty · paid repair
My recommendationGet HP quote first
23 assets are currently with my 8 team members. This is a read-only view.
MemberLaptopMonitorPhoneHeadsetOther
Pavithra N.LP-PVN-022MON-12 newHS-PVN-009
Karthik R.DLL-04 repairMON-05Loaner-01
Arjun S.LP-ARJ-014MON-09
Vasanth M.LP-VAS-019PH-VAS-007Field bag · FB-04
Ramesh M.LP-RAM-016MON-11
Divya R.LP-DVR-021HS-DVR-006
Suresh R.LP-SUR-024MON-13PH-SUR-002
Sharanya V.pending issue
Total issued
23
across 8 members
Value at team
₹14.8L
replacement cost
Oldest device
3.2y
Vasanth · Field laptop
Asset events — last 6 months
DateEventAssetMemberBy
22 May 26IssuedLG Monitor · MON-12Pavithra N.Admin
19 May 26Repair sentDell Latitude · DLL-04Karthik R.Admin (via sup approval)
18 May 26Loaner issuedThinkPad · loaner-01Karthik R.Admin
02 May 26Repair resolvediPhone 13 · PH-SUR-002Suresh R.Admin
15 Apr 26RecoveredThinkPad · LP-EX-005Ex-employee (Vinay)Admin (sup approved)
02 Apr 26IssuedHP EliteBook · LP-ARJ-014Arjun S.Admin
18 Mar 26IssuedHeadset · HS-DVR-006Divya R.Admin
04 Mar 26Written offOld monitor · MON-EX-02Office poolAdmin
Attendance & Leave Requests
My team's daily attendance + leave approval queue
Leave requests · awaiting me
2
Karthik R.
CL · 2 days
28–29 May · "Sister's wedding · Mysuru"
Balance left9 / 12 days
CoverageSuresh R. (overlap day 2)
Pavithra N.
SL · 1 day
19 May (today) · "Migraine"
Balance left5 / 6 days
CoverageNone requested · WFH offered
Today's attendance · 18 May
7 Present1 WFH1 Sick
MemberStatusCheck-inCheck-outLocationAction
Pavithra N.SickHome
Karthik R.Present09:14Office
Arjun S.Present09:42Office
Vasanth M.Field08:00QnQ Chennai
Ramesh M.Present09:02Office
Divya R.Present09:21Office
Suresh R.WFH09:30Home · Coimbatore
Sharanya V.Present09:35Office · onboarding
Weekly Roster · my team
W22 · 25–31 May 2026 · published by Admin every Sunday · I can propose changes
MemberMon 25Tue 26Wed 27Thu 28Fri 29Sat 30
Pavithra N.QnQ · OfficeQnQ · OfficeHPHF · BLRHPHF · BLRQnQ · OfficeOff
Karthik R.QnQ · OfficeQnQ · OfficeLeaveLeaveQnQ · OfficeOff
Arjun S.HPHF · OfficeHPHF · OfficeHPHF · OfficeHPHF · OfficeHPHF · OfficeOff
Vasanth M.Andiran · FieldAndiran · FieldAndiran · FieldQnQ · OfficeQnQ · OfficeOff
Ramesh M.Andiran · OfficeAndiran · OfficeAndiran · OfficeAndiran · OfficeAndiran · OfficeOff
Divya R.Avvai · OfficeAvvai · OfficeAvvai · OfficeAvvai · OfficeAvvai · OfficeOff
Suresh R.MoEF · WFHMoEF · WFHMoEF · WFHMoEF · WFHMoEF · WFHOff
Sharanya V.Onboard · OfficeOnboard · OfficeOnboard · OfficeOnboard · OfficeOnboard · OfficeOff
Weekly Audit Sign-off
W21 · 18–24 May · I close-by-supervisor each task by Sat · Admin issues final close Mon
My tasks in cycle
23
Verified by me
14
Pending verify
7
Carry-over
2
My SLA hit-rate
94%
Sat checklist · 23 May 18:00 lock
All employee bills verified (9 / 9)
Leave requests cleared (2 / 2)
Task verifications signed off (14 / 21)
Communications closed (8 / 11)
Asset requests routed to admin (3 / 3)
Weekly note submitted to admin
Items needing my attention before Sat
Sector codebook v4 — verify2 days left
Vasanth · field photos batchdue today
Karthik · vendor outreach evidencestale
Avvai donor letters — verifyin queue
Suresh · MoEF brief sign-offon track
3 SLA breaches this week — schedule a 15-min Friday review with team.
Team Reports
Scoped to my reports · for review, not org-wide
Total tasks closed
142
▲ +18% vs Q4
SLA hit-rate
91%
▲ 4pp
Verified bills
₹3.84L
across 82 bills
Avg utilisation
86%
▲ 6pp
Top 5 reports
  • Team timesheet · this week
  • Task verification SLA · W21
  • Bills verified by category
  • Project-wise effort split
  • Leave consumption per FY
Custom report builder · quick
Good morning, Pavithra
Mon 18 May 2026 · 4 tasks today · 2 bills to upload · ₹14,540 reimb. in queue
Check-in
09:14 AM
Office · Mount Road · 6h 14m so far
Tasks today
4
2 org · 2 personal · 1 due before 6 PM
Reimbursement queue
₹14,540
2 bills with supervisor · 1 with admin
Today's tasks
Pull Q4 sector data — Pharma · v1
OrgQnQ Sector Report·by 11 AM
Send sector codebook v4 for supervisor verify
OrgQnQ Sector Report·by 1 PM
Book flight · BLR 22 May (HPHF visit)
Personalvia travel desk·EOD
Renew driving licence
PersonalRTO appointment 10:30 AM
What's waiting on me
Upload Apollo Pharmacy bill
For ITR · ₹2,140 · receipt scan ready
Confirm hotel for HPHF Bangalore
From admin · 22 May · auto-reply by EOD
Sick-leave needs WFH confirmation
Lakshmi suggested WFH · respond
Acknowledge LG monitor delivery
Delivered yesterday · sign receipt
All your personal bills, tasks and ITR-eligible records stay private — only the Org-tagged ones are visible to your supervisor and admin.
Organisation
visible to supervisor
Open tasks7
Bills uploaded (FY)28 · ₹84,210
Awaiting verification2 · ₹17,220
Reimbursed YTD₹66,990
Assets issuedLaptop · Monitor · Headset
Projects on rosterQnQ · HPHF
Comms assigned1 in-progress
Personal
private to you
Open to-dos5
Personal bills (FY)14 · ₹38,200
Health · 80D claimable₹12,840
Insurance · 80C eligible₹52,000
Individual GSTIN33AABCP1234X1Z9
Personal invoices raised4 · ₹1.22L
ITR proforma statusFY 25-26 draft
Why we split this
When you upload a bill, you decide if it's Org or Personal. Org bills go to your supervisor for verification and then to admin for approval — they enter the company books and you get reimbursed. Personal bills stay private with you and compile automatically into your year-end ITR proforma — useful for 80C, 80D, HRA, professional development, etc. If you have your own GSTIN, personal invoices you raise also generate against your individual books, not the org's.
Recent activity · this week
Fuel bill (₹4,820) approved by adminYesterday · 16:40
Sector codebook v4 forwarded to supervisor2d · 11:20
Hotel Saravana bill uploaded · Org3d · 09:05
LG Monitor request approved by supervisor4d
Apollo Pharmacy bill saved · Personal5d
My Tasks
Organisation tasks assigned by your supervisor · plus personal to-dos that only you can see
Organisation · assigned to me
7 open
Sector codebook v4 — draft
OrgQnQ Sector Report·by Lakshmi·awaiting sup verify
Pull Q4 sector data — Pharma
OrgQnQ·due 22 May
Brief deck — strategy ride · HPHF
OrgHPHF Strategy·due 21 May·stale 3d
Reconcile sector codes — 2024 update
OrgQnQ·this week
Confirm hotel for HPHF Bangalore visit
OrgHPHF · travel·by EOD
Reply to Dr. Raghavan re: cement-tiles SIC
OrgQnQ·from Comms inbox
Acknowledge LG monitor delivery
OrgAsset·delivered yesterday
Upload field photos · QnQ Chennai
OrgQnQ·next week
Personal · only you can see
5 open
Book flight · BLR 22 May (linked to HPHF visit)
Personalvia travel desk·EOD
Renew driving licence — RTO 10:30 AM
Personaltoday
Top up Sodexo card · ₹2,200
Personalthis week
Pay LIC premium · Q1
Personaldone 14 May·80C eligible
Renew bike insurance
Personaldue 25 May
Doctor follow-up · Apollo (paeds)
Personalschedule·80D eligible
File FY 24-25 ITR · upload Form 16
Personalby 31 Jul
When you mark an Org task done, your supervisor gets a verification request. Once they sign off, it routes to Admin for final close. Personal tasks close immediately and stay private.
My Communications
Email · WhatsApp · phone calls — items assigned to you with action notes & supervisor close-out
Assigned to me
2
In progress
1
Awaiting sup close
3
Closed by admin
12
Inbox · assigned to me
6 items
Dr. Raghavan · QnQ partner
09:12
Sector mapping — clarification (cement-tiles SIC)
Forwarded by Lakshmi · please draft response on the 2024 update mapping…
Orgaction pending
Hotel Saravana · reservations
Yesterday
Booking confirmation · BLR 22–24 May
Your reservation is confirmed for HPHF Bangalore visit…
Orgaction drafted
Travel desk
Yesterday
Flight options · MAA → BLR · 22 May
Three options shared. Please pick by 5 PM…
Orgaction pending
Apollo Pharmacy (call log)
2d
Doctor follow-up booking
Personal · noted for ITR · 80D folder
Personalprivate
DR
Dr. Raghavan (forwarded by Lakshmi)
QnQ partner · [email protected]
Email
Sector mapping — clarification (cement-tiles SIC)
Received
09:12 · today
Forwarded to
Me (Pavithra)
Project
QnQ Sector Report
Asked by
Lakshmi · supervisor
Pavithra — please draft the reply confirming the 2024 update mapping for cement-tiles → 3274, with a link to the v4 codebook change-log. Send back to me by 1 PM and I'll close out the loop with Raghavan.
My action notes
Close-out ladder
I draft / act Supervisor reviews Supervisor closes Admin issues final close
Attendance & Leave
Mark check-in / out · request leave or WFH · view your balance
Today
09:14 AM
Checked in at Office · Mount Road · 6h 14m worked
My leave balance · FY 25-26
Casual leave (CL)9 / 12 days
Sick leave (SL)5 / 6 days
Earned leave (EL)14 / 18 days
Comp-off2 days
My recent requests
FY 25-26
PeriodTypeDaysReasonStatus
19 May 2026SL1MigraineSup reviewing · WFH offered
3 May 2026CL1Family functionApproved
14 Apr 2026WFH2Plumber visitApproved
22 Mar 2026EL3Cousin's weddingApproved
May 2026 · my attendance
P Present W WFH L Leave H Half A Absent
My Bills
Upload receipts · tag as Org or Personal · we route Org to supervisor for verify, Personal to your ITR proforma
Total uploaded FY
42
Org · awaiting verify
2
Org · approved
26
Personal · ITR linked
14
Reimbursed YTD
₹66,990
Personal spend (FY)
₹38,200
Vendor / Description
Date
Amount
Tag
Status
Hotel Saravana — 2N stay
HPHF Bangalore visit · GST claimed
11 May
₹12,400
Sup verifying
Apollo Pharmacy
Medicines · 80D claimable
3 May
₹2,140
In ITR proforma
Indian Oil — Fuel
QnQ Chennai field-trip · 218 km
14 May
₹4,820
Approved · reimb soon
LIC Premium — Q1
80C eligible
14 May
₹13,000
In ITR proforma
Croma — USB-C dock
For work-from-home setup
9 May
₹4,890
Reimbursed
Coursera — Annual subscription
Professional dev · individual GST input
2 May
₹8,400
In ITR · 80E adj
Organisation bills go through Supervisor → Admin approval and enter company books. Reimbursed to you.
Vendor / Description
Date
Amount
Project
Status
Hotel Saravana — 2N stay
GST ₹2,232 claimable
11 May
₹12,400
HPHF BLR
Sup verifying
Indian Oil — Fuel
218 km · Chennai field-trip
14 May
₹4,820
QnQ Sector
Approved
Croma — USB-C dock
WFH setup
9 May
₹4,890
WFH setup
Reimbursed
Saravana Bhavan — client lunch
4 attendees
3 Apr
₹2,840
QnQ Outreach
Paid
Ola Cabs — Airport drop
MAA → BLR trip
28 Mar
₹860
HPHF BLR
Paid
Print-house — Andiran banners
GST ₹385
15 Mar
₹2,140
Andiran Field
Paid
Org spent FY
₹84,210
28 bills
Reimbursed
₹66,990
26 bills
In queue
₹17,220
2 bills
Personal bills stay private. We auto-compile them into your year-end ITR proforma — useful for 80C, 80D, 80E, HRA, etc.
Vendor / Description
Date
Amount
ITR section
Status
LIC Premium — Q1
Annual self + spouse
14 May
₹13,000
80C
In ITR
Apollo Pharmacy — Medicines
Multiple receipts
3 May
₹2,140
80D
In ITR
Coursera — Annual subscription
Professional dev course
2 May
₹8,400
80E
In ITR
Star Health — premium
Parents · senior citizen
22 Apr
₹26,800
80D
In ITR
Rent receipt · Apr 2026
PG · Anna Nagar
5 Apr
₹18,000
HRA
In ITR
Aircel — broadband
Personal · individual GSTIN
8 Apr
₹1,180
GST input
In ITR
80C used
₹1,50,000
maxed · LIC+ELSS+PPF
80D used
₹38,940
₹11K still claimable
80E used
₹22,600
no cap
HRA exempt
₹2,16,000
3 receipts missing
4 items need your action — supervisor sent some back, others need re-classification or missing documents.
Action items
4 pending
Croma — Wireless mouse · ₹1,290
Sup says: "Looks like an org expense. Re-classify if you want reimbursement."
Hotel Saravana — 2N stay · ₹12,400
Sup needs: GST invoice copy (currently uploaded the bill summary only)
Apollo Pharmacy · ₹2,140
Personal · prescription scan needed to claim 80D in ITR
3 rent receipts missing
Jan, Feb, Mar 26 · upload to maximise HRA exemption (~₹54K)
How tagging works
Org bill
Goes to your supervisor to verify (vendor, GST, project). Then admin approves and reimburses you. Enters company books.
Personal bill
Stays private with you. Auto-categorised and added to your year-end ITR proforma. Useful for 80C / 80D / HRA / 80E etc.
Re-classify
You can change the tag any time before supervisor verify. After that, admin can re-classify with a note.
My Reimbursements
Track each org bill through the verify → approve → pay journey
In supervisor queue
₹17,220
2 bills
With admin
₹0
none pending
Paid this month
₹4,820
1 bill
YTD reimbursed
₹66,990
26 bills
DateBillProjectAmountStatusStage
11 MayHotel Saravana · 2NHPHF Bangalore₹12,400Sup verifying
You ✓SupAdmin
9 MayCroma · USB-C dockWFH setup₹4,890Paid
You ✓Sup ✓Admin ✓
14 MayIndian Oil · FuelQnQ Chennai₹4,820Paid
You ✓Sup ✓Admin ✓
3 AprSaravana Bhavan · client lunchQnQ partner visit₹2,840Paid
All ✓
28 MarOla · airport dropHPHF Bangalore₹860Paid
All ✓
ITR Proforma · FY 2025-26
Auto-compiled from your Personal bills, invoices and salary deductions · ready by 30 Apr 2026
Summary · FY 25-26 (draft)
Gross salary
₹14,82,000
HRA exempt
₹2,16,000
80C invested
₹1,50,000
80D health
₹38,940
Other deductions
₹64,800
Est. taxable
₹9,12,260
Section-wise detail (expand to see line items)
14 personal bills · 4 invoices
Section / Category
What's included
Limit
Used
Eligible
80C · Investments & insurance
LIC (₹52K), ELSS (₹48K), PPF (₹50K)
₹1,50,000
₹1,50,000
₹1,50,000
80D · Health insurance + check-ups
Self+family premium ₹26,800 · Apollo medicines ₹12,140
₹50,000
₹38,940
₹38,940
80E · Education loan / training
Coursera ₹8,400 + cert exams ₹14,200
No cap
₹22,600
₹22,600
HRA · Rent paid (housing)
PG / rental receipts uploaded
As per slab
₹2,40,000
₹2,16,000
80TTA · Savings bank interest
Auto-imported from HDFC statement
₹10,000
₹3,820
₹3,820
Std Deduction
Auto-applied
₹50,000
₹50,000
₹50,000
Personal GST input
From your individual GSTIN invoices (4)
₹18,400
₹18,400
TOTAL deductions claimable
₹4,99,760
Personal invoices (individual GSTIN)
DateClientAmountGST
14 AprInkfox Studio · freelance writing₹42,000₹7,560
22 MayInkfox Studio · Q2₹38,000₹6,840
8 JulNIT-Trichy (guest lecture)₹12,000
18 SepSAS · workshop₹30,000₹4,000
Total₹1,22,000₹18,400
My filings & submissions
FY 24-25 ITR-1Filed 28 Jul 2025
FY 23-24 ITR-1Filed
FY 25-26 (this year)Draft · 78% complete

Missing receipts to upload
3 months of rent receipts missing (Jan, Feb, Mar 26). Upload to maximise HRA exemption.
My Assets
Items issued to you · request repair · return on exit
ThinkPad X1 Carbon
Active
Asset IDLP-PVN-022
Issued on2 Sep 2024
Warranty tillSep 2027
ConditionGood
LG 24" Monitor
Just delivered
Asset IDLG-MON-12
Issued on22 May 2026
Warranty tillMay 2029
ConditionAwaiting acknowledgement
Sony WH-1000XM4
Active
Asset IDHS-PVN-009
Issued on15 Feb 2025
Warranty tillFeb 2027
ConditionGood
How asset requests flow
1. I report issue / request 2. Supervisor verifies & approves 3. Admin issues / repairs / receives 4. I acknowledge & sign
My Profile
Your personal details · documents · psychometric profile · individual GSTIN
PN
Pavithra Nair
Senior Research Analyst · PVN-07
ActiveFY tenure · 2y 7mIndividual Contributor
Reports to
Lakshmi I.
Office
Mount Road
Joined
2 Sep 2023
Personal information
DOB14 Mar 1994
Phone+91 98842 ●●●●●
Email (personal)[email protected]
Address22, Anna Nagar East · Chennai 600102
Emergency contactSridharan N. · +91 98410 ●●●●●
Tax & banking
PANAABCP1234X
Aadhaar (last 4)●●●● ●●●● 4421
Individual GSTIN33AABCP1234X1Z9
BankHDFC · ●●●●3491
UAN / PF102382772019
Documents on file
  • Offer letter · signed
  • PAN copy
  • Aadhaar
  • Form 16 · FY 24-25
  • BGV reportin-progress
Psychometric & scoring
Detail orientation
86
Speed
74
Collaboration
68
Initiative
82
Domain depth
91
Phone View
How the employee app looks on mobile · side-by-side with the desktop variants
Mobile · 390 × 844
9:41
Hi, Pavithra 👋
Mon 18 May · 4 tasks today
PN
CHECKED IN · 09:14
Office · Mount Road
4
Tasks today
2
Bills to upload
₹14.5K
Reimb. queue
2
Comms
Codebook v4 verify
Org
QnQ · awaiting Lakshmi
Book BLR flight
Personal
Travel desk · today
Renew driving licence
Personal
RTO 10:30 AM
Pharma data — Q4
Org
QnQ · due 22 May
Day
Tasks
Bills
Inbox
Me
Mobile design notes — My Day
Top sectionHero check-in card
KPI strip2 × 2 grid · always Org+Personal mix
Task cardsOrg/Personal chip explicit
Bottom navDay · Tasks · Bills · Inbox · Me
Touch target44 × 44 minimum
Hero card uses the same primary blue as desktop; chips colour-code intent: blue = Org (visible to team), purple = Personal (private).
Mobile · Tasks
9:41
My Tasks
7 org · 5 personal
Pull Q4 pharma data
QnQ · due 22 May
Codebook v4 draft
Awaiting sup verify
Brief deck · strategy
HPHF · 3d stale
Reconcile sector codes
QnQ · this week
Confirm BLR hotel
HPHF · EOD
Reply Dr. Raghavan
From inbox · today
Day
Tasks
Bills
Inbox
Me
Mobile design notes — Tasks
Tasks split via sticky segmented control under header — Org and Personal never mix in mobile because the action models differ (Org → supervisor verify, Personal → close immediately). Stale tasks flag the count line in red. Tap a task to expand; long-press to reassign or convert.
Mobile · Bills
9:41
My Bills
42 this FY
Quick scan
Tap camera to capture receipt
We auto-detect vendor, GSTIN, amount
Hotel Saravana
11 May · ₹12,400
Org
⏳ Sup verifying
Indian Oil — Fuel
14 May · ₹4,820
Org
✓ Reimbursed
Apollo Pharmacy
3 May · ₹2,140
Personal
📂 In ITR · 80D
LIC Premium Q1
14 May · ₹13,000
Personal
📂 In ITR · 80C
Coursera annual
2 May · ₹8,400
Personal
📂 In ITR · 80E
Day
Tasks
Bills
Inbox
Me
Mobile design notes — Bills
Camera-first design: hero CTA opens the scanner. OCR pre-fills vendor, amount and GSTIN; user just picks Org or Personal. Status pill colour matches desktop semantic (warning amber, success green, purple = parked in ITR). Bottom sheet handles re-classification before sup verify.
Mobile · ITR proforma
9:41
ITR Proforma
FY 25-26 · 78% complete
Est. taxable income
₹9,12,260
Down ₹1.8L from gross via deductions
80C · investments
₹1,50,000
Maxed out · LIC + ELSS + PPF
80D · health
₹38,940
₹11,060 still claimable
80E · education
₹22,600
Coursera + cert exams
HRA exempt
₹2,16,000
3 receipts missing · upload
Personal GST input
₹18,400
4 invoices · individual GSTIN
Day
Tasks
Bills
Inbox
Me
Mobile design notes — ITR
Hero card stays bold purple (Personal-mode anchor colour). Each section is a single tappable card: title, claimed amount, capacity bar, hint text. Red sub-line surfaces missing inputs (e.g. rent receipts) so the user knows the one thing to do next. The PDF / submit-to-CA download lives in the header icon — keeps the body purely informational.
 Notifications
Urgent · 3
SLA breach · 4 bills awaiting admin
₹28,640 pending · oldest 6 days · SLA exceeded
09:12
Audit lock due today — W21
6 tasks not yet final-closed · lock deadline 18:00
08:45
Exit clearance · Rohit K.
Last day 23 May · MacBook Air not yet recovered
08:00
Finance · 4
Invoice INV-2026-038 overdue
NEXEL Platform · ₹1,24,300 · due 12 May
Yesterday
Bank reconciliation due — Apr 2026
14 unmatched entries · approve or reject
Yesterday
Re-classification request · Karthik R.
Croma mouse · Personal → Org · Sup approved
16 May
Q1 FY26 report ready to export
All 5 projects · financials + task analytics
15 May
Operations · 3
Asset issue request pending · Sharanya V.
REQ-2026-018 · ThinkPad E14 · new joiner
19 May
W22 roster not yet published
25–31 May · must publish by Wed 21 May
Today
5 communications need admin lock
Supervisor-closed · awaiting final audit lock
Today
Action needed · 4
9 bills awaiting your verification
₹84,210 total · Karthik R. oldest at 6 days
09:00
2 leave requests pending your approval
Vasanth M. · Divya R. · this week
08:30
7 tasks stale — no update > 48 hrs
QnQ Sector · HPHF Strategy · Andiran
Today
Dr. Raghavan replied · SIC code clarification
Cement-tiles inclusion · needs your response
09:12
FYI · 3
W21 audit lock — Sat 23 May 18:00
7 of 21 task verifications still pending
Today
Asset request approved by admin · Sharanya
ThinkPad E14 being issued · ETA tomorrow
Yesterday
Team report for W20 is ready
SLA hit-rate 94% · 21 tasks closed
17 May
My alerts · 3
Task due today · Pull Q4 sector data
QnQ Sector Report · supervisor waiting · mark done
09:00
Bill approved · Hotel Saravana ₹12,400
Supervisor verified · reimbursement in 2–3 days
08:45
Leave balance low — 2 days CL remaining
FY ends 31 Mar · plan accordingly
Today
Updates · 4
Reimbursement paid · ₹4,820
Indian Oil fuel · UTR ●●●●3412 · 17 May
17 May
Task closed by admin · Sector codebook v3
QnQ Sector · final-closed 14 May
14 May
LG monitor being delivered · ETA 22 May
MON-12 · Reliance Digital PO-2026-091
16 May
ITR proforma updated — FY 25-26
Section 80C · ₹64,200 declared · review & submit
12 May
QnQ Sector Report 2026
Lead: Pavithra N. · 18 tasks open · 72% complete · FY 2025-26
Project Health
On Track
72% complete · ETA 30 Jun 2026 · W21 pulse: green
Budget
₹18.4L
committed
Spent
₹10.6L
57.6% utilised
Tasks
18/36
18 open
Milestones
Project kick-off & scope sign-off
Completed 03 Feb 2026 · all stakeholders signed
Done
Phase 1 — data collection complete
Completed 15 Mar · 420 survey records captured
Done
Sector codebook v4 approved
Completed 14 May · Raghavan sign-off received
Done
Phase 2 — pharma sub-sector analysis
In progress · due 31 May 2026 · 6 tasks open
Active
Draft report to QnQ partner
Planned · 15 Jun 2026
Upcoming
Final report — admin lock
Planned · 30 Jun 2026
Upcoming
Team allocation
Pavithra N. Lead80%
Karthik R.60%
Arjun S.50%
Vasanth M.40%
Risks & blockers
Pharma data gap — RameshBlocker
QnQ partner response delayRisk
Budget headroom at 42%OK
ResearchQnQ HealthcareSector mappingPharmaHPHF FY 2025-26 Created 01 Feb 2026 · Project ID: PRJ-QNQ-2026
Open tasks (18)
Pull Q4 sector data — Pharma
Pavithra N. · due 22 May
Stale 5d
Vendor outreach · Trade fair contacts
Karthik R. · due 24 May
Stale 4d
Field photos batch upload
Vasanth M. · due today
Due today
Sub-sector index — Chemicals
Pavithra N. · due 28 May
In progress
QnQ partner liaison — data gap memo
Arjun S. · due 20 May
2d left
Cement-tiles SIC code clarification
Karthik R. · due 21 May
3d left
Progress note W21 — draft
Pavithra N. · due 23 May
On track
Region map update — South India
Vasanth M. · due 30 May
On track
Showing 8 of 18 open tasks
Project comms (6)
2 open
Dr. Raghavan
09:12
Cement-tiles SIC clarification
@Lakshmi
QnQ Data team
16 May
Pharma sub-sector data share — 3 files
Sup closed
MoEF — Suresh fwd.
12 May
MSME sector policy update Q1 FY26
Admin closed
Project docs (8)
Sector Codebook v4
Pavithra · 14 May · v4.1 4 versions
Index sheet
Sector Survey Template
Karthik · 28 Mar · v2.0 2 versions
SST
Pharma sector brief deck
Arjun · 08 May · v1.0
Content
South India region map
Vasanth · 22 Apr · v1.2
Research
Closed tasks (18) — this project
all admin-locked
TaskOwnerClosedTime takenStatus
Sector codebook v3 — finalPavithra N.14 May3h 20mAdmin locked
Vendor list refresh — Q1Ramesh M.13 May5h 12mAdmin locked
QnQ Q3 progress notePavithra N.07 May1h 50mAdmin locked
Data dictionary update v2Karthik R.02 May4h 10mAdmin locked
Partner MoU filing — renewalArjun S.28 Apr2h 30mAdmin locked
Total budget
₹18.4L
FY 2025-26
Spent to date
₹10.6L
57.6% utilised
Remaining
₹7.8L
headroom for H2
Bills this month
₹84K
12 bills approved
Revenue (grants)
₹22L
QnQ corpus
Expense breakdown — FY 2025-26
All categories · actuals vs budget
CategoryBudget (₹)Actual (₹)Utilisation
Salaries — project allocation6,40,0005,20,000
Field research & travel2,80,0001,84,000
Partner / collaboration fees4,20,0002,40,000
Printing & production80,00038,400
Technology & subscriptions60,00052,000
Admin overhead (5%)4,20,00025,600
Total18,40,00010,60,00057.6%
Recent project bills
All verified
BillByStatus
Hotel Saravana · BLRPavithra12,400Pending admin
Indian Oil · ChennaiVasanth4,820Reimbursed
Air India · MAA-DELArjun6,420Reimbursed
Print-house · Andiran bannersRamesh2,140Sup verify
DTDC courier · donor lettersDivya890Sup verify
Invoice linkages
INV-2026-032 · QnQ Phase 1₹8,40,000
Paid 15 Apr 2026Cleared
INV-2026-038 · QnQ Phase 2₹1,24,300
Overdue · due 12 MayOverdue
1:1 Meeting Notes
Structured check-ins with each team member · agenda auto-pulled from open tasks
Select team member
PN
Pavithra Nair
Senior Research Analyst · QnQ Sector Report (lead)
Agenda — pulled from open tasks
5 items
Pull Q4 sector data — Pharma (stale 5d)
Blocker
Sub-sector index — Chemicals progress check
In progress
Progress note W21 — confirm draft by Sat
On track
Hotel Saravana bill · submitted · any clarification?
Bill
Leave application — 22 May · approve / defer
Leave
Meeting notes & feedback
Pavithra — quick snapshot
Tasks this week
4
2 done · 2 open
SLA hit-rate
94%
last 4 weeks
Leave used FY
8d
12d remaining
Bills pending
1
₹12,400 in queue
Psychometric profileIndividual Contributor
Score (last review)88%
Appropriateness91%
Previous 1:1s — Pavithra
Last 3
11 May
Codebook v4 review · bill clarification
Discussed pharma data gap. Agreed: Pavithra to chase QnQ by 14 May. Leave for 22 May approved. Sentiment: positive.
04 May
W19 task review · project load check
80% allocation to QnQ flagged as high. Agreed to redistribute region mapping to Vasanth. Action: done by 07 May.
27 Apr
Q4 close-out debrief
Pavithra closed all 9 tasks in Q4. Identified training need: advanced data modelling. Referred to admin for L&D approval.
Post-meeting flow
1. Hold 1:1 · tick agenda items 2. Log notes & actions here 3. Share summary with employee (optional) 4. Admin sees aggregated team sentiment
1:1 notes are private to supervisor by default. Admin can see aggregated stats only (sentiment, ratings) — not verbatim notes unless you share.