Dashboard
Live · Ads Ready
Lead Pipeline — Monthly
New leads vs closed deals
Channel Performance
Close rate by source
Revenue by Service
Web Dev · Perf. Marketing · AI Automation
Avg Response Time
Hours to first contact (target <24h)
Recent Leads
ContactServiceSourceStageValueAssigned
All Leads
Contact / CompanyServiceSource StagePriorityValueAssignedDate
📅 Schedule & Start Meeting
Creates a Google Calendar event · Auto-generates Meet link · Sends invite to employee, client & [email protected]
[email protected]Organiser
Employee emailEmployee
Client emailClient
ℹ Google Calendar will auto-generate a Google Meet link. All three attendees get calendar invites with the link. After scheduling you can start the live notes session.
Meeting Status
Fill the form to schedule
📅
Ready to schedule
Select a lead and employee email, then schedule. A Google Meet link will be generated automatically.
Scheduled Meetings
0 this session
No meetings scheduled yet
Total Collected
₹18,40,000
12 advances received
Pending Advances
₹6,25,000
5 deals in negotiation
Pipeline Value
₹52,00,000
All active deals
Payment Records
ClientServiceProject ValueAdvancePaid OnStatusProject Dates
📊
Close Rate
34%
↑ 6% vs last month
₹
Avg Deal Value
₹3.2L
Per closed project
◎
Leads / Month
47
↑ 12 vs last month
⚡
Cost Per Lead
₹1,840
↓ ₹220 improvement
Conversion Funnel
Lead stages breakdown
Monthly Revenue
2024 cumulative growth
Service Mix — Stacked Revenue
Contribution by service type per month
RM
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Contact
Lead Details
Meeting Checklist
✅
Done