Total Leads
—
live
Conversion Rate
—
won / total
Pipeline Value
—
open deals
Overdue Follow-ups
—
needs action
Leads Captured — Last 7 Days
Auto-captured from Website forms, Meta Ads & Google Ads
Lead Source Analysis
This month · 128 leads
Meta Ads 41%52
Google Ads 30%38
Website Form 21%27
Referral / Manual 8%11
Team Productivity
Activities logged today (calls + emails + WhatsApp + tasks)
Priya S.34 acts
Rahul M.29 acts
Amit K.22 acts
Sneha P.16 acts
Today's Follow-up Reminders
Auto-generated from lead status rules
Call Mehta Travels — quote follow-upOVERDUE
WhatsApp brochure to Shree Logistics11:30 AM
Email proposal v2 — Sunrise Tours2:00 PM
Demo scheduling — Patel Industries5:00 PM
⚠️ 2 possible duplicates detected — same phone number captured from multiple sources (Meta Ads + Website). Review before reps double-contact the same customer.
All 0
New 0
Contacted 0
Qualified 0
Won 0
Lost 0
⚠ Duplicates 0
| Lead | Property | Source | Status | Assigned To | Next Follow-up | Value |
|---|
Open
Confirmed
Lost
All
All Bookings
—
Repeat Customers
Customers with more than one booking
All
WhatsApp
Calls
Email
Recent Conversations
-
Follow-ups Due
Next 24 hours plus anything overdue
WhatsApp Templates
Approved templates from your provider
Team Tasks
Live · assign, complete, add follow-ups
Lead Source Analysis
Live
Conversion Funnel
Live
Lost Reason Analysis
Live
Lead Aging
Live · untouched open leads
Sales Performance
Per salesperson: leads, wins, revenue
Team Productivity
Task completion rate
Daily Work Report
Today, per team member
Conversion Funnel
Lead → Deal journey, June 2026
100%
74%
46%
31%
23.4%
Conversion by Source
Which channel actually closes — not just fills the top
Referral36.4%
Website27.8%
Google Ads21.5%
Meta Ads17.0%
⚠ Meta Ads drives 41% of volume but converts lowest — review ad targeting / lead quality.
Sales Performance — Revenue Closed
June 2026 vs target
Priya S.₹4.5L / 5L
Rahul M.₹7.5L / 5L
Amit K.₹1.9L / 5L
Sneha P.₹1.2L / 5L
Avg. Response Time by Channel
First response to new lead — automation impact
WhatsApp28 sec
Website2 min
Email38 min
Phone (missed)1.4 hrs
Auto-WhatsApp on capture is the biggest conversion lever — leads responded to in <5 min convert 3× more.
Lost Reason Analysis
Why deals die — June 2026 · 10 lost leads · captured at "Mark Lost" (mandatory)
Budget / price4 leads
Chose competitor3 leads
No response after 3 attempts2 leads
Not a fit / junk lead1 lead
3 of 4 "budget" losses came from Meta Ads — combine with source report: ad targeting is pulling price-sensitive leads.
Lead Aging — Untouched Leads
Open leads with no activity logged — staleness kills conversion
< 24 hours61 leads
1–3 days23 leads
3–7 days11 leads
> 7 days ⚠5 leads
Rule active: leads untouched > 48 hrs are auto-escalated to manager + reassigned if no action in 24 more hrs.
UsersAssignment RulesPipeline StagesIntegrationsTemplates
Users
Admin · add users and reset passwords