Dashboard

SC

Dashboard

What needs your attention right now

New Leads

0

No new leads in 24h

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Calculator Leads

0

No calc leads in 24h

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Today's Bookings

0

No bookings today

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Downloads (24h)

0

No downloads in 24h

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Recent Activity

Deal Won — Onboarding started

Tejas Jain · 4 days ago

Deal "Metro Orthotics" moved to WON

Tejas Jain · 4 days ago

Deal "Metro Orthotics" moved to PAYMENT_PENDING

Tejas Jain · 6 days ago

Payment of ₹33,000 recorded

Tejas Jain · 6 days ago

Deal "Harish-Seekho Bigdata Institute" moved to QUALIFIED

Harish · Apr 24

Deal "Website for HMA" moved to MEETING

Srikar M. · Apr 24

Deal "Trip Synco- Website" moved to BAAD_ME

Vivek · Apr 24

Deal "Vivek- website" moved to MEETING

Vivek · Apr 24

Deal Won — Onboarding started

Neelesh Zaveri · Apr 22

Deal "My VOW Jewels -Website" moved to WON

Neelesh Zaveri · Apr 22

Revenue Trend

Last 6 months

Conversion Funnel

Deal progression

Leads
20
Qualified
60%12
Proposal
33%4
Won
100%4
Overall conversion20.0%

Client Sources

Where clients come from

Monthly Bookings

Last 6 months

Total Clients

26

Active Deals

16

₹11,450 avg

Revenue

₹32,000

Forecast Revenue

₹129,500

Weighted by stage

Win Rate

20.0%

4 won of 20

Analytics & Reporting

Deep-dive metrics across revenue, pipeline, and clients

Monthly Revenue

Last 6 months from paid invoices

Total

0

Dec 25
Jan 26
Feb 26
Mar 26
Apr 26
May 26

Lead Sources

Client acquisition channels

26 total
meta_ad
8
referral
5
ad
3
unknown
3
calculator
2
proposal
2
manual
2
organic
1

Pipeline Conversion

Stage-by-stage conversion rates

Leads
20
Qualified
1260%
Proposal
420%
Won
420%

Invoice Aging

Outstanding invoices by age

Outstanding

0

0–30 days
0 invoices0
31–60 days
1 invoice0
61–90 days
0 invoices0
90+ days
0 invoices0

All clear — no outstanding invoices

Top Clients by Revenue

Top 5 clients by total payment amount

1
Tejas Jain
1 payment33,000
2
Neelesh Zaveri
1 payment25,000
3
Sohaib Mohammed
1 payment20,000
4
Ravi Koli
1 payment12,000
5
Shrikrishna
1 payment5,000