Revenue · Company

Good morning, Rajiv.

Meridian Building Products · June 2026 · Every number below comes from what customers actually said in 312 recorded meetings, not from what the team reported

Order value captured

₹0 Cr

↑ 12% vs May · from spoken orders, confirmed by reps

Upsell attempt rate

0%

119 attempts in 312 meetings · 26 converted · ₹18.6L added

Cross-sell revenue

₹0L

13% of order value · waterproofing range attaching to cement

Revenue at risk

₹0L

3 accounts with churn signals in conversation

Revenue behaviors % of 312 meetings where the rep did it

Upsell attempted

38%

Cross-sell attempted

28%

Next order booked

24%

Referral asked

13%

These four behaviors are the difference between order-taking and selling. Before SalesDonna, nobody could measure any of them.

Missed revenue moments 43 flagged · buying signal, no attempt

Customer asked about waterproofing stock. No cross-sell followed.

Coastal Hardware · Priya Nair · est. ₹2.8L order missed

"We're opening a second yard in August." Nobody asked about volumes.

Apex Traders · Rohan Iyer · expansion signal, no follow-through

Customer praised delivery twice. No referral ask.

Nashik Buildwell · Kabir Shah · happiest account in the region

Each flag links to the clip and a one-line coaching note. Fixing the top pattern alone recovers an estimated ₹9L a month.

Revenue behavior by rep attempts, discipline and value · June

Rep	Order value	Upsell att.	Cross-sell att.	Referral asks	Avg discount

Discount column is margin you already spent. Sameer gives away 5.8% on average; Ananya closes more at 1.9%. That gap, across his book, is ₹1.1L a month.

Revenue at risk churn signals detected in conversation

Sharma Distributors · ₹22L annual

CemFix quoted 4% under list with better terms · decision Monday

high

Metro Cement Agencies · ₹17L annual

Ordering pattern shrinking, "reviewing all suppliers" said on June 18

med

Vora Traders · ₹9L annual

Two unresolved complaints about damaged bags in three meetings

med

₹48L flagged before it shows up in any sales report. All three have an intervention task assigned, with the conversation attached.

Command · National

Good morning, Vikram.

Meridian Building Products · 8 reps · 4 territories · June 2026 · All numbers from recorded, consented meetings

Meetings captured

0

↑ 9% vs May

CRM updates filed

0

3.5 per meeting, zero typed

Follow-up SLA

0%

↑ from 61% pre-SalesDonna

Pipeline signal strength

0/100

↓ 3 · credit-terms objection rising

Team leaderboard conversation score · June

Rep	Meetings	Score	Win rate	8-week trend

Top objections 155 detected · June

Credit terms overtook price in June. Finance has been notified twice. By the dashboard.

Competitor mentions this week

CemFix quoted 4% under list at Sharma Distributors

Arjun Mehta · Tue · verbatim available

Threat

BuildRight delivery delays raised at Coastal Hardware

Priya Nair · Tue · switching intent detected

Opening

CemFix loyalty scheme mentioned at Apex Traders

Rohan Iyer · Mon · customer undecided

Watch

StrongBond sampling campaign in Nagpur beat

Kabir Shah · Mon · 3 accounts mentioned it

Rising

Coaching queue 14 flags · 4 urgent

Arjun Mehta · credit-terms objection

Sharma Distributors · min 22 · conceded too early

Sameer Kulkarni · never asks for the order

3 meetings this week · no close attempted

Divya Menon · talk ratio 78%

BuildMart Kochi · customer spoke 9 minutes of 41

Meera Pillai · strong discovery, share it

Positive flag · candidate for team playbook

Territories meetings · top objection · June

North 88 meetings

Top objection: credit terms · signal ↑ 4

South 81 meetings

Top objection: price · signal ↑ 2

West 79 meetings

Top objection: delivery timeline · signal ↓ 5

East 64 meetings

Top objection: credit terms · signal ↑ 1

Forecast confidence buying-signal strength per open deal

Sharma Distributors · annual contract renewal

Arjun Mehta · budget confirmed, timeline stated, credit terms open

86

Apex Traders · Duracrete range expansion

Rohan Iyer · stakeholder meeting requested by customer

74

Coastal Hardware · switch from BuildRight

Priya Nair · switching intent detected, no budget mention yet

61

BuildMart Kochi · project supply tender

Divya Menon · polite interest, zero commitment language in 3 meetings

34

Nagpur Hardware Co · new account

Kabir Shah · first meeting Friday, no signals yet

12

My Day · North Territory

Good morning, Arjun.

Thursday · 2 meetings filed today, 1 upcoming · 5 open tasks · Everything below was written by SalesDonna, not by you

Meetings this month

0

4th on the team leaderboard

My conversation score

0

team average 74

Tasks due this week

0

1 overdue

CRM entries typed by me

0

SalesDonna filed 142 for you in June

Today's meetings tap a meeting to see what SalesDonna captured

Sharma Distributors

9:40 AM · 38 min · Rajesh Sharma (Owner) · recorded with consent

82

Renewal discussion went well until credit terms. Rajesh wants 45 days against the standard 30 and referenced CemFix's offer. Order captured for 400 bags Duracrete 50kg. He agreed to review the revised terms sheet if it arrives before Monday.

Objection: credit terms Competitor: CemFix Order captured Renewal · high signal

Annual renewal on the table; relationship strong, terms are the blocker
Customer asked twice about monsoon-season delivery reliability
CemFix quoted 4% under list with 45-day terms; verbatim clip attached
Decision window: before Monday, when Rajesh meets his accountant

ProductDuracrete 50kg
Quantity400 bags
Price discussedList, pending terms
DeliverySplit: 250 next week, 150 month-end
StatusAwaiting your confirmation

Credit terms: wants 45 days vs standard 30 · raised at min 22 · unresolved
Delivery reliability in monsoon · raised at min 9 · answered with June stats

You: send revised terms sheetby Fri
You: confirm split delivery schedule with dispatchby Fri
Customer: reviews terms with accountantMon

Coastal Hardware

12:15 PM · 24 min · Suresh Pai (Purchase Head) · recorded with consent

71

Price push-back on the waterproofing range. Suresh compared against last quarter's promotional rate. No order today, but he asked about bulk slabs for Q3, which is new. Follow-up task created for the bulk pricing sheet.

Objection: price Buying signal: Q3 bulk enquiry

BuildMart Warehouse

4:30 PM · upcoming · Anil Gupta (GM) · brief ready

—

Pre-meeting brief: last visit (May 28) ended with a delivery-timeline objection, unresolved. Anil committed to sharing project volumes "next time". That is this meeting. Ask about it in the first ten minutes.

Brief from last meeting Open: delivery timeline

My commitments created from your meetings

Send GST-revised invoice copy to Apex Traders OVERDUE · Tue

Send revised terms sheet to Sharma Distributors Fri

Confirm split delivery with dispatch (Sharma) Fri

Bulk pricing sheet for Coastal Hardware Q3 Mon

Sample kit drop: Nagpur Hardware Co Wed

My score · 8 weeks

You (78) Team average (74)

Coaching moment · flagged today

Credit-terms objection · Sharma Distributors, min 22

"...okay, I understand, maybe we can look at 45 days, I will have to check..."

The pattern: you conceded before anchoring. Meera handles this by trading terms against volume first. Her clip from June 12 is attached. 90 seconds. Watch it before Monday.