Total Leads
1,284
+8.4% this month
New Leads Today
24
+3 vs yesterday
Pending Follow-ups
87
3 overdue today
Demo Scheduled Today
7
2 completed so far
Converted Leads
312
24.3% conversion
Closed / Lost
143
11.1% loss rate
My Assigned Leads
38
5 follow-up due
This Month Closures
41
+12 vs last month
Monthly Lead Activity
Lead Status Split
Converted
312
In Progress
517
Follow-up
312
Closed/Lost
143
Sales Performance — This Month
Full Report →| Agent | Assigned | Converted | Demos Done | Follow-ups | Conv. Rate | Progress |
|---|---|---|---|---|---|---|
RS Rahul Sales | 68 | 22 | 14 | 31 | 32.4% | |
AK Ankit Kumar | 54 | 16 | 11 | 24 | 29.6% | |
PM Pooja Mehta | 41 | 10 | 9 | 18 | 24.4% |
Recent Leads
View All →| Lead | Source | Status | Assigned |
|---|---|---|---|
| Nisha Patel | Website | New | Rahul |
| Deepak Rao | WhatsApp | Follow-up | Ankit |
| Kavya Sharma | Referral | Demo | Pooja |
| Ravi Nair | Call-In | Assigned | Rahul |
| Meena Joshi | Social | Converted | Ankit |
Today's Follow-ups
View All →| Lead | Type | Status |
|---|---|---|
| Nisha Patel | 📞 Call | Pending |
| Deepak Rao | 💬 WA | Overdue |
| Arjun Singh | Done | |
| Kavya Sharma | 📞 Call | Pending |
| # | Lead Name | Mobile | Source | Status | Assigned To | Follow-up | Actions | |
|---|---|---|---|---|---|---|---|---|
| 28 | test test | 0000000000 | accousdasdnts@ramdevpcb.com |
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Converted | — | — | |
| 20 | Amit Patil | 9028486248 | amitpatil50083@gmail.com |
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Converted | — | — | |
| 7 | Rohit Solanki | 9699530145 | rohitsolanki.k.1996@gmail.com |
Corporate Office
|
Converted | — | — |
Today's Total
18
Overdue
3
Pending
11
Completed
4
| Lead Name | Assigned To | Type | Remarks | Next Follow-up | Status | Action |
|---|---|---|---|---|---|---|
| Nisha Patel | Rahul S. | 📞 Call | Interested in Pro plan | 25 Feb | Pending | |
| Deepak Rao | Ankit K. | 💬 WA | Send pricing PDF | — | Overdue | |
| Arjun Singh | Pooja M. | Sent demo confirmation | 27 Feb | Done | ||
| Kavya Sharma | Rahul S. | 📞 Call | Call back after lunch | 22 Feb | Pending |
All Demo Requests
41
Pending
12
Scheduled
7
Completed
19
All Demo Requests
All (41)
Pending (12)
Scheduled (7)
Completed (19)
Cancelled (3)
| Lead | Demo Date & Time | Meeting Link | Assigned | Status | Feedback | Action |
|---|---|---|---|---|---|---|
| Kavya Sharma | 22 Feb · 3:00 PM | meet.google.com/abc | Pooja M. | Scheduled | — | |
| Nisha Patel | 23 Feb · 11:00 AM | zoom.us/j/99887 | Rahul S. | Scheduled | — | |
| Deepak Rao | 20 Feb · 4:00 PM | — | Ankit K. | Completed | Positive ⭐⭐⭐⭐ |
Total Users
12
Active
10
Inactive
2
Online Now
4
CRM Users
| Name | Mobile | Role | Status | Leads Assigned | Actions | |
|---|---|---|---|---|---|---|
SA Super Admin | admin@hajeripro.com | 9999999999 | Admin | Active | — | |
RS Rahul Sales | sales1@hajeripro.com | 9876543212 | Sales | Active | 68 | |
AK Ankit Kumar | ankit@hajeripro.com | 9765432101 | Sales | Active | 54 | |
PM Pooja Mehta | pooja@hajeripro.com | 9654321012 | Support | Active | 41 |
Sales Performance
RS
Rahul Sales
68 leads · 22 converted
72%score
AK
Ankit Kumar
54 leads · 16 converted
58%score
PM
Pooja Mehta
41 leads · 10 converted
44%score
Lead Source Breakdown
Website
40%
WhatsApp
30%
Referral
20%
Social
10%
🚧
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