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SALES DASHBOARD

Pipeline, follow-up tasks and quotation performance in one view.

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Global filters
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Stages:

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Task board

Task board

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Quoted vs won by month

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Value by lead source

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Top sales persons

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Deals by stage

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Deal value by stage & sales person

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Follow-up reminders

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Sales summary

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Status:

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Export reports

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Sales tracking

Win rate 0% · Won value ₹0 · Pipeline ₹0

Pipeline funnel (value)

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Win rate trend (monthly)

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Value by source / channel

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Today & overdue tasks

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Recent quotations

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WhatsApp sends

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Client balances

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WhatsApp inbox

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