Leads Captured — Last 7 Days
Lead Source Analysis
Team Productivity
Today's Follow-up Reminders
| Lead | Source | Status | Assigned To | Next Follow-up | Value |
|---|
Brochure + rate card sent via approved template quote_followup_v2. Delivered ✓✓
Duration 6m 12s · Outcome: Interested, wants demo Monday · Logged by Priya S.
Proposal v2 (PDF, 1.2 MB) sent. Opened 2× · Link clicked. Auto-reminder set for tomorrow 10:00 AM.
"Please share GST details and payment terms." — Auto-assigned to Priya S. with task created.
Auto-task created: "Return call within 1 hour" → Sneha P. SLA 11:00
"Can you do 8% on the annual contract?" — Thread linked to Negotiation stage deal.
Welcome message auto-sent on lead capture (Meta Ads form) within 30 seconds.
Team Tasks — Today
Activity Stream
Priya S. moved Sunrise Tours to Proposal Sent
10:48 AMSystem captured new lead Riddhi Events from Website form
10:31 AMRahul M. logged call outcome for Royal Caravans
10:12 AMSystem auto-assigned Patel Industries → Amit K. (round-robin)
9:55 AMSneha P. completed task "Send rate card — Aastha Builders"
9:40 AMSystem sent daily work report digest to managers (4 recipients)
9:00 AMDaily Work Report — 05 Jun 2026
| Team Member | Calls | Emails | Tasks Done | Leads Touched | Status | |
|---|---|---|---|---|---|---|
PSPriya S. | 12 | 8 | 9 | 5 / 6 | 14 | On track |
RMRahul M. | 9 | 11 | 4 | 5 / 5 | 11 | On track |
AKAmit K. | 7 | 5 | 6 | 3 / 5 | 9 | 2 pending |
SPSneha P. | 5 | 4 | 3 | 2 / 4 | 6 | Behind |
Conversion Funnel
Conversion by Source
⚠ Meta Ads drives 41% of volume but converts lowest — review ad targeting / lead quality.
Sales Performance — Revenue Closed
Avg. Response Time by Channel
Auto-WhatsApp on capture is the biggest conversion lever — leads responded to in <5 min convert 3× more.
Lost Reason Analysis
3 of 4 "budget" losses came from Meta Ads — combine with source report: ad targeting is pulling price-sensitive leads.
Lead Aging — Untouched Leads
Rule active: leads untouched > 48 hrs are auto-escalated to manager + reassigned if no action in 24 more hrs.
Lead Assignment Rules
Reps marked "on leave" are skipped automatically. Reassignment on 48-hr inactivity uses the same rules.
Pipeline Stage Editor
⚠ Deleting a stage requires migrating its open deals to another stage first — delete is blocked if the stage has open deals.
Integration Health
| Integration | Type | Status | Last Lead / Event | 24h Volume | Failures (24h) | |
|---|---|---|---|---|---|---|
| Meta Lead Ads | WEBHOOK | Connected | 12 min ago | 52 leads | 0 | |
| Google Lead Forms | WEBHOOK | Connected | 38 min ago | 38 leads | 0 | |
| Website Form | API KEY | Connected | 1 hr ago | 27 leads | 0 | |
| WhatsApp Business API | META CLOUD | Quality: Medium | 2 min ago | 214 msgs | 3 undelivered | |
| Email (SMTP) | SMTP | Connected | 9 min ago | 46 emails | 1 bounce | |
| Call Logging (Telephony) | SIP / APP | Not configured | — | — | — |
⚠ WhatsApp quality rating "Medium" — Meta throttles template volume if it drops to Low. Caused by 3 users marking messages as spam this week; review the quote_followup_v2 template wording.
WhatsApp Message Templates
| Template Name | Category | Language | Approval | Sent (30d) | Read Rate |
|---|---|---|---|---|---|
| welcome_on_capture | Utility | EN + GU | Approved | 620 | 91% |
| quote_followup_v2 | Marketing | EN | Approved | 312 | 74% |
| demo_reminder | Utility | EN + GU | In review | — | — |
| festival_offer_jun | Marketing | GU | Rejected | — | — |