CRM

Total Leads

1,1125

+2.5%

Conversion Rate

15.8%

-2.5%

Tasks Pending

$3,132

+2.5%

Sales Pipeline

$3,132
+2.5%

New Contacts

968

-2.5%
Total Revenue

$578,784

Increased By 7.66%
Total Profit

$37,566

Increased By 5.66%
Sales Overview
Today
Weakly
Yearly
  • Total Sales

    10% Increases

    $12,345
  • Total Profit

    12% Increases

    $9,345
  • Total Revenue

    11% Decrease

    $9,345
  • Total loss

    11% Decrease

    $11,345
Tasks List
  • Review Marketing Campaign Strategy

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  • Update Client Database

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  • Prepare Monthly Sales Report

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  • Schedule Team Meeting

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  • Update User Database

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  • Respond to Customer Inquiries

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  • Conduct Product Demo Sessions

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  • Organize Training Session

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  • Analyze Market Trends

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  • Coordinate with Logistics Department

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  • Meeting On Updation

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  • Plan Social Media Content Calendar

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Leads Overview
Sales Performance
S.No. Representative Deals Closed Leads Rate (%)
1 15 100 15.0
2 20 120 16.7
3 18 110 16.4
4 22 130 16.9
5 17 105 16.2
6 20 35 57%
Leads Report
S.NO Lead Company Name Phone Number Status Location Date Amount Action
01

Sophia Sara

sophiasara@gmail.com
+1(222) 547 6897 Nova Solutions Won Lead Italy 10-05-2024 $2457
02

Simon Leo

simonleo@gmail.com
+1(222) 987 9874 Global Innovations Ltd. New Lead Paris 12-05-2024 $14009
03

Hadley Kylin

hadleykylin@gmail.com
+1(222) 654 6541 Blue Enterprises New Lead Japan 14-05-2024 $20000
04

Isha Bella

ishabella@gmail.com
+1(222) 321 1232 Silver Techns. Lost Lead Califonia 20-06-2024 $24000
05

Red Siddique

redsiddique@gmail.com
+1(222) 658 3256 Omega Systems Ltd. New Lead Brazil 03-06-2024 $35789