sales_dashboard

Headers:
- Org Name | Org PAN | Org Admin | Phone | Email | User.name | 7-Day Trial | Created at | Action
Action Button:
- Close Deal:
  - Select Plan: Choose from available pricing plans.
  - Input Number of Reports: Amount calculated based on slabs and selected plan.
  - Apply Discount: Sales can apply a discount on the final amount.
  - Payment Terms: Select from:
    - Due upon receipt
    - Net 30
    - Net 45
  - Confirm Deal: Once confirmed, the account moves to the Deals Screen with all details.
  - Once a deal is confirmed make the close deal button disabled.

Input Fields:
- Step 1
  - Organization Name
  - Organization PAN
- Step 2
  - Email
  - First Name, Last Name
  - User Name
  - Phone
  - Check box: “Provide a Free 7-Day Trial”
Automation: Upon account creation, an automatic confirmation email is sent to the provided email address.
The details will be displayed on the Leads screen.

Headers:
- Org ID | Org Name | Org PAN | Org Admin | Phone | Email | user.name | Plan | No. of Entities | Discount | Payment Terms | Payment Status | Action
Action Button:
- Available for each deal to update or modify the deal status if needed.

Cam Dashboard

The converted orgs will be shown in the CAM Dashboard, with the header