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 |
|---|---|---|---|
| Musaab Al-Rashid | Hot | Priyanka J. | |
| Arjun Sharma | Website | Prospect | Neha K. |
| Delta Corp | Referral | Cold | Arjun S. |
| Kavya Reddy | Event | Hot | Priyanka J. |
Active Projects
CRM Development – Musaab
Dev Phase
65% complete
Website Redesign – Priya Tech
Sign-off
90% complete
Mobile App – Delta Corp
Design
30% complete
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
INV-2024-018 · Musaab₹75,000 Pending
INV-2024-017 · Priya Tech₹50,000 Paid
INV-2024-015 · Delta Corp₹1,20,000 Overdue
INV-2024-014 · Nexus₹35,000 Paid
| Name | Contact | Source | Service Request | Status | Assigned To | Last Activity | Actions |
|---|---|---|---|---|---|---|---|
| Musaab Al-Rashid | musaab@client.com +971 50 123 4567 |
CRM Development | Hot | Priyanka J. | Today, 10:30 AM | ||
| Arjun Sharma | arjun@techco.in +91 98765 43210 |
Website | Mobile App Dev | Prospect | Neha K. | Apr 9, 3:15 PM | |
| Kavya Reddy | kavya@reddy.co +91 99001 12345 |
Event | ERP System | Hot | Priyanka J. | Apr 9, 11:00 AM | |
| Delta Corp | bd@deltacorp.com +91 80111 22333 |
Referral | Website Redesign | Cold | Arjun S. | Apr 7, 2:00 PM | |
| Rohan Verma | rohan@nexus.io +91 77001 55432 |
AI Integration | Prospect | Neha K. | Apr 6, 4:45 PM |
Drag and drop deals between stages to update their status.
INQUIRY4
Rohan Verma – AI Integration
₹3,50,000
Faiz Ahmed – Portal Dev
₹1,80,000
PROPOSAL3
Kavya Reddy – ERP System
₹8,20,000
Delta Corp – Website
₹2,40,000
NEGOTIATION2
Musaab Al-Rashid – CRM
₹12,00,000
WON5
Priya Tech – Website Redesign
₹4,50,000
Nexus Inc – Mobile App
₹6,80,000
LOST2
Apex Solutions – CMS
₹95,000
| Customer | Company | Projects | Total Billed | Actions | |
|---|---|---|---|---|---|
MA Musaab Al-Rashid |
Al-Rashid Enterprises | musaab@client.com | 1 Active | ₹12,00,000 | |
PT Priya Technologies |
Priya Technologies | contact@priyatech.in | 2 Done | ₹4,50,000 | |
DC Delta Corp |
Delta Corporation | bd@deltacorp.com | 1 Active | ₹6,80,000 |
MA
Musaab Al-Rashid
Emailmusaab@client.com
Phone+971 50 123 4567
SinceJan 2026
Total Billed₹12,00,000
Activity
Email Sent
Project update – Phase 2 complete
Today, 10:30 AM
Invoice Sent
INV-2024-018 · ₹75,000
Apr 8, 3:00 PM
Call Logged
Discussed design approval
Apr 6, 2:15 PM
Lead Converted
Converted from Hot lead
Jan 15, 2026
CRM Development
Musaab Al-Rashid · Al-Rashid Enterprises
In Progress
✓ Requirements
✓ Design
⚡ Development
Testing
Deployment
Sign-off
Start: Jan 20, 2026
Due: May 30, 2026
65% Complete
₹12,00,000
Website Redesign
Priya Technologies
Sign-off Stage
✓ Requirements
✓ Design
✓ Development
✓ Testing
✓ Deployment
⚡ Sign-off
Start: Feb 1, 2026
Due: Apr 15, 2026
90% Complete
₹4,50,000
Mobile App – Delta Corp
Delta Corporation
Design Phase
✓ Requirements
⚡ Design
Development
Testing
Deployment
Sign-off
Start: Mar 15, 2026
Due: Jul 30, 2026
30% Complete
₹6,80,000
Total Invoiced
₹23,30,000
Paid
₹21,10,000
Pending
₹75,000
Overdue
₹1,20,000
All Invoices
| Invoice # | Client | Project | Amount | Issue Date | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|
| INV-2024-018 | Musaab Al-Rashid | CRM Development – Phase 2 | ₹75,000 | Apr 8, 2026 | Apr 22, 2026 | Pending | |
| INV-2024-017 | Priya Technologies | Website Redesign – Final | ₹50,000 | Apr 1, 2026 | Apr 10, 2026 | Paid | |
| INV-2024-015 | Delta Corp | Mobile App – Milestone 1 | ₹1,20,000 | Mar 20, 2026 | Apr 5, 2026 | Overdue | |
| INV-2024-014 | Nexus Inc | AI Integration – Phase 1 | ₹35,000 | Mar 12, 2026 | Mar 26, 2026 | Paid |
Total Revenue (YTD)
₹42.8L
Leads This Month
14
Conversion Rate
31%
Avg Deal Size
₹6.1L
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
PJ
Priyanka J.
NK
Neha K.
AS
Arjun S.
Invoice Collection Rate
91%
₹21.1L collected of ₹23.3L billed
Avg Days to Pay
11 days
Overdue Rate
5.1%