Dashboard
What needs your attention right now
Web Services Pipeline
20 deals · $2,611
Lead Services Pipeline
1 deals · $211
Recent Activity
Payment of ₹25,000 recorded
Ravi Koli · May 15
Payment of ₹25,000 recorded
Ravi Koli · May 15
New deal: QLG
EzyLoan Team · May 14
Deal "QLG" was deleted
EzyLoan Team · May 14
Deal "Qualified Lead Generation" was deleted
Sohaib Mohammed · May 14
Deal "QLG" was deleted
Shoaib Mohammed · May 14
Deal "qlg" was deleted
Shoaib Mohammed · May 14
New deal: QLG
EzyLoan Team · May 14
New deal: qlg
Shoaib Mohammed · May 14
New deal: QLG
Shoaib Mohammed · May 14
Revenue Trend
Last 6 months
Conversion Funnel
Deal progression
Client Sources
Where clients come from
Monthly Bookings
Last 6 months
Total Clients
26
Active Deals
16
₹12,400 avg
Revenue
₹32,000
Forecast Revenue
₹148,500
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
Lead Sources
Client acquisition channels
Pipeline Conversion
Stage-by-stage conversion rates
Invoice Aging
Outstanding invoices by age
Outstanding
₹0
All clear — no outstanding invoices
Top Clients by Revenue
Top 5 clients by total payment amount