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  • Sales Dashboard (copy)edit

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    Customers in Deals

    27

    Sales Funnel

    Sales Pipeline
    Incoming100%23DEALSQualification69.57%16DEALSProposal56.25%9DEALSNegotation55.56%5DEALSClose (Won)40%2DEALSClose (Lost)40%2DEALS
    Won Deals
    • All
    • D
    • W
    • M

    35

    Lost Deals
    • All
    • D
    • W
    • M

    300

    Open Deals
    • All
    • D
    • W
    • M

    571

    Active Deals
    • All
    • D
    • W
    • M

    446

    Closed Deals

    Sales Pipeline
    Won – 4
    Lost – 2
    14%86%

    Pipeline Stage Distribution Today

    Sales Pipeline

    Worth | د.إ 148,196.53
    Deal counts | 34
    IncomingIncomingQualifi…QualificationProposalProposalNegotat…NegotationClose (W…Close (Won)Close (Lo…Close (Lost)د.إ 113.35Kد.إ 2.2Kد.إ 12.02Kد.إ 7.9Kد.إ 1.73Kد.إ 11K8154142120K90K60K30K01612840
    Total Leads

    2,912

    Total Customers

    38

    Total Prospects

    1,197

    people_outline Clients Activity Feed

    Today
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    Client…
    User…
    Activity type…
    autorenew

    YESTERDAY
    delete
    Tue Nov 03 2020 19:44:22
    User: Joanna Lopez deleted the Lead qar Louistest 23
    delete
    Tue Nov 03 2020 19:44:01
    User: Joanna Lopez deleted the Lead James Sames
    delete
    Tue Nov 03 2020 19:43:50
    User: Joanna Lopez deleted the Lead John Gmail
    delete
    Tue Nov 03 2020 19:43:43
    User: Joanna Lopez deleted the Lead James
    delete
    Tue Nov 03 2020 19:43:33
    User: Joanna Lopez deleted the Lead Junior
    delete
    Tue Nov 03 2020 19:43:24
    User: Joanna Lopez deleted the Lead James Ong
    settings_backup_restore
    Tue Nov 03 2020 19:43:04
    User: Joanna Lopez restored the Lead Joanna Test New Templates
    add_circle
    Tue Nov 03 2020 17:30:20
    Workflow: Loyica – Career Application created the Lead James
    group_work
    Tue Nov 03 2020 17:19:51
    User: James Sames  associated the Deal Seamless Management Consultants ($ 0.00) to Prospect Jogender Chauhan
    add_circle
    Tue Nov 03 2020 17:18:36
    User: James Sames created the Prospect Jogender Chauhan
    perm_contact_calendar
    Tue Nov 03 2020 16:12:30
    User: Johnua Yates added a Meeting on Task Vipul Chavda
    Subject
    Demo
    Date
    Nov 8, 2020
    Time
    15:00
    group_work
    Tue Nov 03 2020 16:08:40
    User: Johnua Yates  associated the Deal WebsUAE ($ 0.00) to Lead Vipul Chavda
    notes
    Tue Nov 03 2020 16:06:59
    User: Johnua Yates added a note: JY taken this lead on Lead Vipul Chavda

    11/3 – currently managing everything on excel. Wants crm to manage leads and customers. Also email marketing campaigns to generate leads

    group_work
    Tue Nov 03 2020 15:39:30
    User: John Dance  associated the Deal F! infotech  ($ 0.00) to Prospect James Linu
    group_work
    Tue Nov 03 2020 15:19:54
    User: Joseph Jackson  associated the Deal Gren Crescent Safety  ($ 0.00) to Prospect Prasanth Narayanan
    delete
    Tue Nov 03 2020 14:15:53
    User: Joanna Lopez deleted the Lead QAR Support Test
    delete
    Tue Nov 03 2020 12:08:19
    User: LouisBueno deleted the Lead James
    settings_backup_restore
    Tue Nov 03 2020 12:07:30
    User: LouisBueno restored the Lead James
    delete
    Tue Nov 03 2020 12:06:33
    User: LouisBueno deleted the Lead James
    group
    Tue Nov 03 2020 12:02:31
    Workflow: Automatically Assign Leads to Saphyte Category assigned managers to the Lead James
    New Managers:
    Johnua Yates
    Leads in Deals

    43

    Prospects in Deals

    667

    Total Deals

    906

    New Deals

    125

    Appointments

    Today Tasks

    • MEETING

      12:00 PM

      Meeting with Mystic Advertising

      AGENDA
      Implimentation

      Mark as completed
    • MEETING

      04:00 PM

      Meeting with FA Consulting

      AGENDA
      Demo

      Mark as completed

    0 / 2 Completed today

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    
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    notificationsFollow-up call 14:00
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    notificationsupdate 10:00
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    notificationsgive her an update call 12:00
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    notificationsChase for update 14:00
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    • Today
      • 400448
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         Implimentation
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        work Mystic Advertising
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        Nov 04
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        work The Bardot Group
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        Nov 19
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