CRM Dashboard


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    Total Earnings

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    Total Enquiries

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    New Enquiries

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    Followup Enquiries

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    Lost Enquiry

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    Won Enquiry


    📊Source-wise Enquiry Status Report
    📈Stage-wise CRM Report
    📋Source-wise & Stage-wise CRM Report
    📋Overall Follow-up List
    SL No Sales Enq No Date Customer Previous Followup Followup Date Action Point
    📅 Scheduled Follow-ups
    SL No Enq No Action (Call/Email) Date & Time Purpose Note Assigned To Action Status
    ⏭️ Next Scheduled Follow-ups
    SL No Enq No Date Customer Followup Date Action Point Followup Note Status
    💰New Deal Performance Report
    📊 Deal Down vs Forecast (Jan-Dec)

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    Expected Sales This Period

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    Completed Sales This Period

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    Average Deal Value This Year

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    Average Time to Win a Deal

    👤 Deal Won by Sales Person
    📅 Conversion Rate by Month
    🔍 Conversion Rate by Source
    Deal Lost by Reason