Total Leads
48
↑ 12% this month
Active Customers
19
↑ 4 new this month
Revenue (MTD)
₹8.4L
↑ 18% vs last month
Pending Invoices
₹2.1L
3 overdue
Recent Leads
| Name | Source | Status | Assigned |
|---|
Active Projects
Upcoming Follow-ups
Call – Musaab Al-Rashid
Discuss project timeline
Today
Email – Kavya Reddy
Send proposal draft
Apr 12
Meeting – Delta Corp
Design review session
Apr 14
Invoice Summary
| Name | Contact | Source | Service Request | Status | Assigned To | Last Activity | Actions |
|---|
Drag and drop deals between stages to update their status.
INQUIRY
0
PROPOSAL
0
NEGOTIATION
0
WON
0
LOST
0
Customer Accounts
| Customer | Company | Projects | Total Billed |
|---|
MA
Musaab Al-Rashid
Emailmusaab@client.com
Phone+971 50 123
4567
SinceJan
2026
Total Billed₹12,00,000
Activity
+ Add
Track deliverables and milestones across active client engagements.
Total Invoiced
₹23,30,000
Paid
₹21,10,000
Pending
₹75,000
Overdue
₹1,20,000
| Invoice # | Client | Project | Amount | Issue Date | Due Date | Status | Actions |
|---|
Total Revenue (YTD)
₹42.8L
↑ 22% YoY
Leads This Month
14
↑ 4 from organic
Conversion Rate
31%
↑ 3.5% QoQ
Avg Deal Size
₹6.1L
Steady
Lead Sources
LinkedIn38%
Website27%
Referral22%
Events13%
Pipeline Value by Stage
Inquiry₹5.3L
Proposal₹10.6L
Negotiation₹12.0L
Won₹42.8L
Top Sales Reps
MA
Musaab (Enterprise Sales)
8 Closed Deals · 94% quota
₹24.5L
PJ
Mital J.
5 Closed Deals · 88% quota
₹11.8L
NK
Neha K.
3 Closed Deals · 72% quota
₹6.5L
Payment Settlement Efficiency
91%
₹21.1L collected of ₹23.3L billed
Avg Days to Pay
11 days
Overdue Rate
5.1%