Operations Overview
Live summary of partners, leads, surveys, projects and earnings.
Leads by Partner
Top partners by lead generationProject Stage Distribution
Actual project progress across all sitesLatest Leads & Progress
Customer journey from lead to project| CUSTOMER | PARTNER | STATUS | PROGRESS | NEXT ACTION |
|---|
Pending Partner Approvals
Requests needing Admin action| APPLICANT | ROLE | PARENT | STATUS | ACTION |
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Recent Projects
Latest project movement| PROJECT | CUSTOMER | PARTNER | CAPACITY | STAGE | PROGRESS |
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Recent Admin Activity
Latest control actionsPartner Approval Queue
Admin approval is mandatory before a Partner ID and password are issued.
| REQUEST | APPLICANT | ROLE | PARENT PARTNER | TERRITORY | DATE | STATUS | ACTION |
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Partner Directory
All Rivon Power, Prime, Channel and Solar Partners.
| PARTNER | PARTNER ID | LOGIN ID | ROLE | PARENT | ASSIGNED TERRITORY | PIN CODES | STATUS | ACTION |
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Create Partner
Rivon Admin can create any network level. Parent selection is validated by hierarchy.
Partner Details
Assigned Territory
Rivon HQ → Power Partner → Prime Partner → Channel Partner → Solar Partner
Credential Policy
Partner ID is generated automatically by Rivon. Login ID is the registered mobile number. Initial password = first 4 letters of the partner name in CAPITAL + last 3 digits of the registered mobile number. Example: Amit + 9876543210 → AMIT210.
Partner Hierarchy
View parent-child relationships across the Rivon sales network.
Network Tree
Approved partners onlyCustomer Leads
Real database leads, mapped to the Partner responsible for the customer.
| LEAD | CUSTOMER | PARTNER | LOCATION | CAPACITY | STATUS | QUOTATION | PROGRESS | ACTION |
|---|
Create Lead
Same customer lead format used inside the Rivon Partner App.
Quotations
Customer quotations generated by Admin or Partner users.
| QUOTATION | CUSTOMER | LEAD | PARTNER | CAPACITY | TOTAL | SUBSIDY | NET | STATUS |
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Create Quotation
Same quotation structure and commercial format used in the Partner App.
Site Surveys
Pending/completed surveys, field assignment and current project stage.
| SURVEY | CUSTOMER | PARTNER | SITE | ROOF / LOAD | FIELD PARTNER | SURVEY | CURRENT STATUS | PROGRESS | ACTION |
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Reports & Partner Performance
Lead generation, survey completion, conversion, project value and successful-site reporting.
Partner Leads vs Projects
Lead generation compared with project conversionSales Funnel
Lead → Survey → Quote → Project → Successful SitePartner Performance Report
Operational performance by Partner ID| PARTNER | ROLE | LEADS | SURVEYS | QUOTES | PROJECTS | SUCCESSFUL SITES | PROJECT VALUE | CONVERSION |
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Rivon Team Members
Internal employees are outside the partner sales hierarchy.
| EMPLOYEE | ID | DESIGNATION | AREA | PORTAL LOGIN | STATUS | ACTION |
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Rivon Field Partners
Restricted operational role for assigned survey and installation jobs.
| FIELD PARTNER | ID | AREA | ASSIGNED SITES | COMPLETED | EARNING MODE | STATUS |
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Projects
Admin view of all customer projects, stages and assignments.
| PROJECT | CUSTOMER | PARTNER | CAPACITY | VALUE | STAGE | FIELD ASSIGNMENT | ACTION |
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Earnings Ledger
Live database ledger synchronized with Partner accounts. Admin controls posting and status.
| ENTRY | BENEFICIARY | PROJECT | TYPE | AMOUNT | STATUS | ACTION |
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Payouts
Settle payable partner, employee and field-team earnings.
| BENEFICIARY | LEDGER ENTRY | PROJECT | AMOUNT | STATUS | ACTION |
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Audit Log
Admin actions for partner creation, approvals, earnings and payouts.
| DATE | ADMIN | ACTION | REFERENCE | DETAIL |
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System Settings
Backend-controlled policies will be configured here later.
RV-PP / RV-PR / RV-CP / RV-SP numbering rules.
Future automatic earning per successful site / capacity / product.
All partner requests require Admin approval.
Password policy, sessions, 2FA and Admin roles after backend integration.