WILLIAMS REFRIGERATION
Display Unit 1 · Sales & Revenue Review

May 2026 — Regional Performance & Team Scorecard

CRO Review  |  Month-to-Date through 30 May 2026  |  Source: Zoho CRM (Leads · Quotations · Orders · Invoices)
01 · Executive Summary

The unit is closing, but on too few shoulders.

May delivered ₹8.02 Cr in booked orders across two teams and ten reps. The number is healthy — but 57% of it came from just two people, and a ₹23.30 Cr open pipeline is converting unevenly. My read: strong demand, soft conversion discipline below the top tier. That is a coachable problem, not a market problem.

Orders booked (MTD)₹8.02 Cr74 orders · both teams
Open pipeline₹23.30 Crlive quotation book
New leads (MTD)22768 TN · 159 ROI
Top-2 concentration57%key-person risk
CRO's note

Two regions, two different problems. TN is the more productive team per head but is one deep — lose Sathish and the region halves. ROI has the volume and the pipeline but is leaving money in open quotes. I'd rather inherit ROI's problem than TN's: pipeline you can convert, concentration you cannot manufacture overnight.

02 · Region Health Scorecard

Two teams, side by side.

RegionStatusWhat's workingPrimary gap
TN — Tamil NaduSolidHighest output per head (₹97.0 L/rep). Sathish is the unit's engine.Dangerously concentrated — one rep is 65% of the region. TN 3 & TN 4 quote a lot, close little.
ROI — KA / TS / APSolidMost volume & the deepest pipeline (₹14.07 Cr). Rajeshwari + Karthikeyan drive it.Conversion is soft outside the top two. Inbound (68-lead) firehose is under-qualified; Omkar & AP sub-scale.

TN Tamil Nadu

₹3.88 Crorders
₹9.22 Crpipeline
₹97.0 Lper head · 4 reps
40%quote win
vs

ROI KA / TS / AP

₹4.14 Crorders
₹14.07 Crpipeline
₹69.0 Lper head · 6 reps
34%quote win

ROI books more in total; TN books more per person. Different levers: ROI needs conversion, TN needs depth.

03 · TN Region

Tamil Nadu — carried by one.

Sathish (TN 1) is the best closer in the company. Behind him, the region thins out fast: TN 2 has stopped prospecting, TN 3 quotes without closing, TN 4 is the lowest output in the unit.

Sathish KumarTN 1 · Chennai
Top performer
Orders booked₹2.52 Cr12 orders
Open pipeline₹1.90 Cr19 quotes
Quote win rate41%7/17 won
Orders
Pipeline
Win %

Unit's #1 closer — ₹2.52 Cr booked, 41% quote-win. Carries 65% of TN orders.

Nandha KumarTN 2 · Coimbatore
Coasting
Orders booked₹71.3 L6 orders
Open pipeline₹2.05 Cr15 quotes
Quote win rate80%4/5 won
Orders
Pipeline
Win %

4-of-5 quote win is elite, but only 7 leads logged in May. Living off a ₹2.05 Cr legacy book — prospecting has stopped.

Saran KumarTN 3 · Trichy belt
Busy, not closing
Orders booked₹49.2 L5 orders
Open pipeline₹3.62 Cr25 quotes
Quote win rate29%4/14 won
Orders
Pipeline
Win %

14 quotes / ₹2.0 Cr quoted but only ₹3.7 L won-value. High activity, low yield — quoting under-qualified leads.

NagarajanTN 4
Lagging
Orders booked₹15.7 L5 orders
Open pipeline₹1.65 Cr15 quotes
Quote win rate33%3/9 won
Orders
Pipeline
Win %

₹15.7 L orders is the lowest of the four TN reps. Self-reported numbers were frozen all month — an activity and discipline gap.

04 · ROI Region

KA / TS / AP — volume rich, conversion light.

Rajeshwari is the model converter and Karthikeyan owns the biggest book in the company. The tail — Dipu, Omkar, AP — is sub-scale, and the inbound desk is generating far more than it closes.

KarthikeyanBDM · KA/TS/AP
Pipeline-rich, conversion-poor
Orders booked₹1.14 Cr13 orders
Open pipeline₹5.31 Cr26 quotes
Quote win rate33%10/30 won
Orders
Pipeline
Win %

Biggest book in the company (₹5.31 Cr / 26 quotes) but only ₹47.7 L won-value. Building, not closing — classic BDM spread too thin.

DipuTelangana
Sub-scale
Orders booked₹18.4 L3 orders
Open pipeline₹77.9 L11 quotes
Quote win rate29%2/7 won
Orders
Pipeline
Win %

20 leads but a thin ₹78 L pipeline and ₹18 L orders. Telangana under-penetrated; needs bigger-ticket targets.

OmkarKarnataka
Lagging
Orders booked₹9.8 L1 orders
Open pipeline₹70.7 L13 quotes
Quote win rate17%1/6 won
Orders
Pipeline
Win %

17% quote-win is the floor. ₹9.8 L orders off 22 leads — conversion coaching needed urgently.

Koti RadhaInbound · pan-India
Lead magnet
Orders booked₹65.5 L10 orders
Open pipeline₹3.67 Cr68 quotes
Quote win rate24%8/33 won
Orders
Pipeline
Win %

Largest inflow in the company — 68 leads, 68 open quotes — but 24% win and ₹65 L orders. The inbound firehose isn't being qualified or routed well.

RajeshwariInbound · pan-India
Top converter
Orders booked₹2.03 Cr17 orders
Open pipeline₹2.99 Cr21 quotes
Quote win rate52%12/23 won
Orders
Pipeline
Win %

52% quote-win, ₹2.03 Cr booked from inbound. The model rep for turning leads into revenue.

AP repAndhra Pradesh
Ramp
Orders booked₹3.7 L2 orders
Open pipeline₹61.7 L5 quotes
Quote win rate50%2/4 won
Orders
Pipeline
Win %

Only 3 leads, ₹3.7 L orders. Either ramp the territory deliberately or fold it into a neighbouring patch.

05 · The Funnel

Where revenue leaks.

227Leads created
148Quotes raised (May)
53Quotes won
74Orders booked

Healthy lead-to-quote flow. The drop that matters is quote → won: the unit-wide win rate is 74%, and it ranges from Rajeshwari's 52% down to Omkar's 17%. Closing the bottom half of the team to even 35% is the single biggest revenue lever this quarter.

06 · Leaderboard

Orders booked, May MTD.

1 Sathish KumarTN
₹2.52 Cr
2 RajeshwariROI
₹2.03 Cr
3 KarthikeyanROI
₹1.14 Cr
4 Nandha KumarTN
₹71.3 L
5 Koti RadhaROI
₹65.5 L
6 Saran KumarTN
₹49.2 L
7 DipuROI
₹18.4 L
8 NagarajanTN
₹15.7 L
9 OmkarROI
₹9.8 L
10 AP repROI
₹3.7 L

TN    ROI — Sathish and Rajeshwari are the franchise. Everyone below Karthikeyan is a coaching opportunity, not a capacity one.

07 · Pipeline & Risk

What keeps me up at night.

Key-person concentration

57% of booked orders sit with two reps. If either is out for a month, the unit misses plan. Build a documented #3 and #4.

Trapped pipeline

Karthikeyan and Koti Radha together hold ₹8.98 Cr in open quotes at sub-35% win. The pipeline exists; the closing motion doesn't.

Inbound quality gate

68 leads in, 24% won. Marketing spend is being diluted by un-routed, un-qualified inbound. Fix qualification before asking for more leads.

Reporting trust

The daily WhatsApp numbers drift from CRM (one rep's figures were frozen all month). The CRM is now the only source of truth in this report.

08 · Where to Improve

Coaching docket — by name.

Six reps need a specific intervention this month. Diagnosis from the data, fix from me. Tap each to expand.

Lagging Nagarajan TN 4+

What the data says. ₹15.7 L orders is the lowest of the four TN reps. Self-reported numbers were frozen all month — an activity and discipline gap.

My fix. Daily activity reset + ride-alongs. Frozen reports tell me he's disengaged from the system, not necessarily the customers. Verify in person.

Lagging Omkar Karnataka+

What the data says. 17% quote-win is the floor. ₹9.8 L orders off 22 leads — conversion coaching needed urgently.

My fix. Conversion bootcamp + shadow Rajeshwari. 17% win is fixable with objection-handling and follow-up cadence.

Ramp AP rep Andhra Pradesh+

What the data says. Only 3 leads, ₹3.7 L orders. Either ramp the territory deliberately or fold it into a neighbouring patch.

My fix. Decide deliberately: invest to ramp Andhra, or absorb it into Telangana/Karnataka. Don't let it drift.

Pipeline-rich, conversion-poor Karthikeyan BDM · KA/TS/AP+

What the data says. Biggest book in the company (₹5.31 Cr / 26 quotes) but only ₹47.7 L won-value. Building, not closing — classic BDM spread too thin.

My fix. Split the role: keep him hunting, hand mature quotes to a closer. ₹5.31 Cr sitting open is the single biggest unlock in the unit.

Coasting Nandha Kumar TN 2 · Coimbatore+

What the data says. 4-of-5 quote win is elite, but only 7 leads logged in May. Living off a ₹2.05 Cr legacy book — prospecting has stopped.

My fix. Set a floor of 10 fresh leads/month. He has the closing skill (80% win) — point it at new logos, not just the legacy book.

Busy, not closing Saran Kumar TN 3 · Trichy belt+

What the data says. 14 quotes / ₹2.0 Cr quoted but only ₹3.7 L won-value. High activity, low yield — quoting under-qualified leads.

My fix. Tighten qualification before quoting. Review his quote-to-win value gap weekly; he's spraying quotes at prospects outside ICP.

Sub-scale Dipu Telangana+

What the data says. 20 leads but a thin ₹78 L pipeline and ₹18 L orders. Telangana under-penetrated; needs bigger-ticket targets.

My fix. Re-target Telangana toward larger-ticket sweets/QSR accounts. His leads are fine; the deal size isn't.

09 · CRO Action Plan

What we do in June.

01

De-risk the top

Pair Sathish and Rajeshwari each with a junior to transfer method. Target: a credible #3 booking >₹1 Cr by Q-end.

02

Unlock Karthikeyan's book

Hand his mature quotes to dedicated closers. Convert even 20% of ₹5.31 Cr and the unit beats plan on that move alone.

03

Gate inbound

Same-day qualification + routing on Koti Radha's inflow. Measure win-rate lift, not lead count.

04

Lift the floor

Conversion coaching for Omkar, Saran, Nagarajan. Floor target: 35% quote-win for every rep.

05

Restart TN prospecting

Nandha to a 10-fresh-leads/month floor. His close rate is wasted on a static book.

06

Decide on AP

Invest-to-ramp or absorb Andhra. No more drift on a 3-lead territory.

Three calls I need from leadership

Approve

A closer role to drain the open-quote backlog — this is revenue already half-earned.

Mandate

CRM as the single source of truth; retire the parallel WhatsApp reporting that's drifting out of date.

Decide

Andhra Pradesh — fund it or fold it. Either is fine; indecision is not.