ProductRun the team
A home screen for every role.
Owner, Manager, Rep, Accounts and Ops each open Rekozo to their own Needs you list, figures and boards. Choose a role to see its home.
The five role homes
Company revenue against target, profit, and what needs you today.Company revenue against target, profit, and what needs you today.
Needs you
4 items- Gulf Star Trading, payment lateWestern Star Trading, payment lateAED 64,200, expected 23 OctINR 14,60,000, expected 23 Oct18 d
- Q-2026-0411 waiting for approvalMargin 19.8%, Marina Tower BMSMargin 19.8%, Baner Heights BMS3 d
- 3 orders without a handlerAbu Dhabi officeMumbai office2 d
- Emirates Cold Chain AMC renewsKonkan Cold Chain AMC renewsAED 96,000 a yearINR 21,80,000 a year1 d
Pipeline by stage
Open valueNeeds you
4 items- Rahul Menon, 4 quotes unansweredOldest sent 12 days ago12 d
- Omar Siddiqui has no activityKaran Shah has no activity5 open deals, AED 410k5 open deals, INR 93.1L4 d
- Q-2026-0409 waiting for approvalAisha Khan, margin 18.5%Sneha Patil, margin 18.5%2 d
- Q-2026-0418 waiting for approvalRahul Menon, margin 21.2%Today
Team against target
Gross profitNeeds you
4 items- Q-2026-0376 has no replyDubai Metro Facilities, sent 12 days agoPowai Facility Services, sent 12 days ago12 d
- Q-2026-0391 has no replySharjah Logistics Hub, sent 8 days agoNashik Logistics Park, sent 8 days ago8 d
- Quote validity endsQ-2026-0402, Jumeirah ClinicQ-2026-0402, Kothrud Clinic2 d
- Call Khalid RahmanCall Vikram IyerSite visit for Al Quoz warehouseSite visit for Bhiwandi warehouseToday
- Two quotes over AED 50,000 have no reply for a week.Two quotes over INR 10,00,000 have no reply for a week.
- Al Noor Facilities replied overnight on WhatsApp.Sharma Facilities replied overnight on WhatsApp.
- You need AED 7,200 gross profit to reach your goal.You need INR 1,60,000 gross profit to reach your goal.
Chase today
4 customers- Gulf Star TradingWestern Star TradingAED 64,200, expected 23 OctINR 14,60,000, expected 23 Oct18 d
- Malabar Cold Storage, KochiGulf Pearl Hotels, DubaiINR 4,82,000, expected 29 OctAED 21,200, expected 29 Oct12 d
- Al Noor Facilities LLCSharma Facilities Pvt LtdAED 12,940, expected 02 NovINR 2,93,700, expected 02 Nov8 d
- Ras Al Khor MotorsChakan MotorsAED 8,350, expected 06 NovINR 1,89,500, expected 06 Nov4 d
Unpaid by age
Days since expectedDeliveries due
4 this week- SO-2026-0187, Marina TowerSO-2026-0187, Baner HeightsWaiting for stock, 6 of 10 panelsToday
- SO-2026-0190, Jumeirah ClinicSO-2026-0190, Kothrud ClinicReady to dispatch11 Nov
- SO-2026-0191, Sharjah Logistics HubSO-2026-0191, Nashik Logistics ParkNo handler yet12 Nov
- SO-2026-0193, Al Noor FacilitiesSO-2026-0193, Sharma FacilitiesVikram Iyer, OperationsAnand Rao, Operations18 Nov
Bring your team list to the demo. We will set up each home with your targets.
Book a demoSince you last looked
Each home starts with what changed overnight.
A strip at the top counts the deals won, the money received, the quotes waiting and any cheque that bounced. Notifications list each change in order, and the morning brief sums up the day.
- 18:47Gulf Star Trading accepted Q-2026-0433 on WhatsApp. The deal moved to Won.Western Star Trading accepted Q-2026-0433 on WhatsApp. The deal moved to Won.
- 19:30Gulf Pearl Hotels paid AED 28,400.00 by bank transfer.Deccan Pearl Hotels paid INR 6,45,000.00 by bank transfer.
- 20:15Rahul Menon sent Q-2026-0441 for approval. Margin 19.8%.
- 22:03Cheque 118803 from Ajman Steel Works was marked bounced. AED 12,900.00.Cheque 118803 from Nagpur Steel Works was marked bounced. INR 2,92,800.00.
- 08:00Your morning digest arrived.
- 3 quotes run out this week.Explain
- Marina Tower Owners has not replied for 9 days.Baner Heights Owners has not replied for 9 days.Explain
- Gulf Pearl Hotels paid AED 28,400 yesterday.Deccan Pearl Hotels paid INR 6,45,000 yesterday.Explain
What this means for you
The owner opens Rekozo at 08:05 and sees what happened after 18:20 the evening before: deals won, money received and a cheque that bounced. Nobody needs to send a summary by message at night. The notifications list each change in the order it happened.
How each home is arranged.
The same order on every home, so a person who changes role still knows where to look.
Needs you comes first
Each home opens on the items waiting for you, ranked by days, never by money.
Nobody starts the day by searching through reports. The list shows what waits for this person: a late payment, a quote waiting for approval, an order without a handler. The oldest item comes first, so a small deal that waits for days is not hidden under a large one.
Needs youOldest first- Gulf Star Trading, payment lateWestern Star Trading, payment late18 d
- Q-2026-0411 waiting for approval3 d
- 3 orders without a handler2 d
- Emirates Cold Chain AMC renewsKonkan Cold Chain AMC renews1 d
Ranked by days waiting, never by money.Figures against target
Headline tiles show revenue, profit and payments against the target for the period.
A sales head sees at once whether the month is on track. Revenue, profit and money received sit in one row against the target. Revenue is counted after the quote discount, the same way as in the reports.
RevenueAED1.42MINR3.22CrNet profitAED251kINR57LMargin23.8%Above 22%Deals won27Win rate 34%Against the November target of AED 1.8MINR 4.1Cr for all offices.Boards you arrange
Drag, add or hide boards. Save a set as a named board for the Monday review.
Each person arranges the boards below the figures and hides the boards they do not need. A set of boards can be saved by name for a weekly meeting. An admin can choose which boards each role may show.
BoardsDrag to arrange- Revenue trend
- Revenue by office
- Unpaid by age
- Orders by stage
Add boardSave as named board
Goals and targets for each person and team.
Set targets for revenue, profit, margin, deals won and activity. Progress rings show each person, and the manager sees team attainment.
A rep sees the total sold and the gap to the goal. A goal on gross profit means a rep who sells at a low margin does not look better than a rep who protects the margin. The manager sees the attainment of each person early in the month, while there is still time to help.
- Gross profit, net profit, margin and win rate are separate goals.
- Calls, meetings, emails and notes count towards activity goals.
- Each office and each team can have its own target.
Reports for sales, money and orders.
Fifteen reports. Save a report with your filters, then export to Excel.
- Deal details
- Sales detail
- Pipeline forecast
- Pipeline funnel
- Time in stage
- Pipeline confidence
- Additional costs
- Revenue & Collections
- Waiting for confirmation
- Cheques
- Average days to collect
- Orders by stage
- Amendments log
- Order assignments
- Expected payments
What this means for you
The owner does not wait for a spreadsheet at the end of the month. Revenue & Collections shows what was sold and what was collected for the same months. Every list exports to Excel, so your accountant still receives the file in the usual format.
How it works in your business
Five people at the Dubai company open Rekozo on the same Wednesday morning.Five people at the Pune company open Rekozo on the same Wednesday morning.
The owner sees the company
Faisal Haddad sees revenue against the November target, gross profit and the money received this month. His Needs you list starts with the late payment from Gulf Star Trading, 18 days old.Arjun Mehta sees revenue against the November target, gross profit and the money received this month. His Needs you list starts with the late payment from Western Star Trading, 18 days old.
The manager sees the team
Sara Al Mansoori sees the quotes waiting for her approval and the attainment of each rep. She approves Q-2026-0411, or sends the quote back with a reason the rep can act on.Neha Kapoor sees the quotes waiting for her approval and the attainment of each rep. She approves Q-2026-0411, or sends the quote back with a reason the rep can act on.
The rep sees his own day
Rahul Menon sees his own goals, his quotes without a reply and his brief prepared at 7:00. His list holds his own deals, so the list stays short and every item is his to act on.
Accounts and Ops see the work after the win
Priya Nair in Accounts sees what each customer owes, the expected payments and who to chase today. The Ops handler sees the orders by stage, the deliveries due this week and the orders that still need a handler.
Questions buyers ask
Can a rep see the owner's home?
No. The home follows the role and the data scope of each person. A rep sees their own deals and figures. A manager sees the team, and the owner sees the whole company.
Can we choose what each role sees on the home?
Yes. On the Roles screen, an admin can limit the Needs you items and the boards for a role. Each person can then arrange, add or hide boards inside that limit.
Why is Needs you ranked by days and not by value?
A small payment that is three weeks late still needs a call. Ranking by days puts the oldest work at the top, so small items do not wait behind large ones for weeks. The amount still shows on each item.
Can we export the reports to Excel?
Yes. Every report and every list exports to Excel. You can also save a report with your filters and open the same view next week.
Do we need to change how our team works?
No new meeting and no new report is needed. Each person opens Rekozo and starts from the Needs you list. A named board can take the place of the spreadsheet in your Monday review.
Bring one real quote to the demo.
We will build the quote in Rekozo with you, with your margin rule and your tax.
Or start a free trial for 30 days. Every feature, up to 5 users.