HELIX
Notion constellation
100 pages · 128 links
LIVE FROM NOTION · 9 OCT
Sales and ORBIT
Sales CRM
Open8 deals · Rs 2.08 Cr still open. These rows are the page’s fictional QA sample, not the live dealer book.
Mehran Pipe & Sanitary — PPRC annual stock plan
Rs 65.00 LNegotiation · PPRC pipes & fittings · 12 Oct
Confirm product mix, payment schedule, and launch stock
Frontier Water Solutions — Water tank distributor quote
Rs 42.00 LProposal · Water tanks · 15 Oct
Review proposal with buyer and agree decision date
North Star Building Supply — UPVC conduit reseller onboarding
Rs 36.00 LDiscovery · Electric conduit & accessories · 5 Nov
Map target contractors and specify conduit range
Riverbend Traders — UPVC range expansion
Rs 28.00 LDiscovery · UPVC pipes & fittings · 28 Oct
Confirm specification and discovery meeting
Riverbend Traders — PPRC assortment expansion
Rs 22.50 LQualified · PPRC pipes & fittings · 5 Oct
Validate opening stock mix and credit readiness
Crescent Sanitary & Hardware — Water tank line trial
Rs 15.00 LLead · Water tanks · 26 Oct
No next step on the row
Mehran Pipe & Sanitary — Water tank replenishment order
Rs 21.00 LClosed Won · Water tanks · 2 Oct
Confirm dispatch window and customer handoff
Canal View Sanitary Store — Water tank range
Rs 18.00 LClosed Lost · Water tanks · 1 Oct
Revisit only if competitor stock or price gap changes
ORBIT missions
Open52 open. Cash figures are the amounts stored on each mission.
Ship the weekly leadership brief (last published: week of 1 Sep)
9 OctP0 · Active · Kashif
Analytics & Reporting — Reuse the 1 Sep format; add Aug–Sep scoring once available
FBR — document intra-family transfer funding 456 Nargis Block
10 OctP0 · Queued · Kashif · Rs 2.16 Cr
Tax & Finance — Pull HBL statements around 15 Sep and 17 Oct 2025; draft gift/transfer declaration
EasyFit — Nasir Corp + Punjab Electric: dispatch freeze and exec negotiation
10 OctP0 · Inbox · Kashif · Rs 6.47 Cr
Collections & Credit — Confirm dispatch-freeze status; book both negotiation meetings
FBR — deeds and s.37(1A) gain for 397 Safari Villas and 42 R2 Johar Town
10 OctP0 · Queued · Kashif · Rs 2.14 Cr
Tax & Finance — Locate both purchase deeds; note acquisition date and cost
Collections sprint — top 8 overdue accounts
10 OctP0 · Active · Kashif
Collections & Credit — Name the 8 from the latest aging; book a dated visit or call for each
ERP credit lock on all 47 accounts in the >3-month no-payment file
10 OctP0 · Inbox · Commercial / Finance · Rs 37.33 L
Collections & Credit — Confirm with Finance which codes are already locked; lock the rest
FBR — complete and reconcile both wealth statements
11 OctP0 · Queued · Kashif
Tax & Finance — Enter cost, share, and declared value for 4011 T Block DHA Multan
FBR TY2026 — file both returns (Kashif + Tayyaba)
14 OctP0 · Active · Kashif · Rs 15.16 L
Tax & Finance — Clear the prep missions in Tax Sprint, then file both returns in IRIS
Discount-violation audit — freeze unauthorized exceptions
14 OctP0 · Inbox · Commercial / Finance
Pricing & Policy — Confirm whether the July audit ran; if not, pull September invoices
Subhan Hardware & Sanitary (Mangora) — 365 days, risk score 80
14 OctP0 · Inbox · Kashif · Rs 5.41 Cr
Collections & Credit — Assign a field owner; confirm current balance vs 30 Jun
EasyFit — compute aging at source for 144 accounts
14 OctP0 · Inbox · Accounts · Rs 16.5 Cr
Collections & Credit — Ask Accounts to run aging for the EZFit origin
Score Aug + Sep actuals vs forecast; split Jun–Jul new customers
14 OctP0 · Queued · Kashif
Analytics & Reporting — Pull Aug–Sep quantity by family and territory
Old-book strike list — rank 275 accounts over 120 days into 4 buckets
14 OctP0 · Queued · Kashif · Rs 57.7 Cr
Collections & Credit — Refresh with September aging, then bucket: whales / promise-to-pay / disputes / chronic
Wednesday collections review — commitments vs receipts
14 OctP0 · Queued · Kashif · Rs 2.40 Cr
Collections & Credit — Collect commitments from Sana (South), Ali (North), Bilal (East) by Tuesday
South overdue 41% → below 25% — score the actual
14 OctP0 · Inbox · Sana (South) · Rs 51.00 L
Collections & Credit — Report current South overdue %; list the top 5 accounts driving it
Crown Corporation — legal demand notice
15 OctP0 · Inbox · Nouman Naseer (ASM) · Rs 20.56 L
Collections & Credit — Finance confirms the balance; draft the notice for approval
Move IRIS passwords out of working files into a password manager
9 OctP1 · Queued · Kashif
Tax & Finance — Create vault entries; remove credentials from the FBR source worksheets
FBR — salary certificate, HBL profit-on-debt certificate, CPRs for 236C and 236K
10 OctP1 · Queued · Kashif · Rs 12.94 L
Tax & Finance — Request salary certificate from Alif Industry HR; download HBL certificate; retrieve CPRs
Mughal Building Material — 180 days since last payment on 10 Oct
10 OctP1 · Queued · Saqib Shahzad (ASM) · Rs 2.04 L
Collections & Credit — Call for a part-payment before Saturday
Atn Electric (Br-2) — passed 180 days since last payment on 3 Oct
10 OctP1 · Queued · Nouman Naseer (ASM) · Rs 2.75 L
Collections & Credit — Call for a part-payment this week
EasyFit — score the 90-day targets
10 OctP1 · Queued · Kashif
Analytics & Reporting — Pull latest EZFit aging; compare to the 12 Jul baseline
Name the one 90-day AI outcome
11 OctP1 · Queued · Kashif
Systems & AI — Write one sentence on the AI Subscriptions page
Approve ORBIT migration — archive duplicate task systems
11 OctP1 · Queued · Kashif
Systems & AI — Review the Migration table on the ORBIT page; reply approve
FBR — confirm profit-on-debt regime with tax adviser
12 OctP1 · Queued · Kashif · Rs 1.17 L
Tax & Finance — Send a one-line query to the tax adviser
Lahore coverage — confirm 168 unapproached shops visited
12 OctP1 · Inbox · Lahore RSM
Growth & Coverage — Report visited count by salesman
Qualify 165 interested shops
12 OctP1 · Inbox · Lahore RSM
Growth & Coverage — Report qualified count with potential, competitor, and credit need
Customer-wise targets and recovery commitments from Ali, Sana, Bilal
12 OctP1 · Inbox · Nauman
Collections & Credit — Confirm whether submitted; if not, collect by Monday
Run MAS rev 2.0 on September files
12 OctP1 · Queued · Kashif
Analytics & Reporting — Collect the three September files
White-space — fill SKUs 4–10 and July quantities
12 OctP1 · Inbox · Khurram Shahzad (RSM)
Growth & Coverage — Pull cells from the Turk Plast sales dashboard
FBR — verify Active Taxpayer List status for both CNICs
10 OctP2 · Queued · Kashif
Tax & Finance — Check ATL for both CNICs on the FBR portal
Financial analysis block — 90 min
11 OctP2 · Queued · Kashif
Personal — Book a 90-minute block this weekend
Security check — flagged sign-ins and OpenAI Google access
11 OctP2 · Inbox · Kashif
Personal — Review the Google security page; revoke unknown access
Decode the P64 / P63 / P62 codes on the aging sheet
9 OctP3 · Queued · Kashif
Collections & Credit — Ask Accounts what the P-codes mean