Overview Dashboard
Welcome back, here's what's happening with your leads today.
Total Leads
2,451
12.5%New Leads
145
8.2%Converted
64
0.5%Pending
328
3.1%Lead Trends
Lead Trends Graph Placeholder
Recent Activities
New lead assigned
15 minutes ago
Lead converted
2 hours ago
Follow-up scheduled
5 hours ago
Leads Management
Track and manage all your leads in one place
| Name | Contact | Source | Status | Assigned To | Last Updated | Actions |
|---|---|---|---|---|---|---|
|
John Smith
ID: #12345
|
+91 98765 43210
john@example.com
|
Website
|
New | Sarah Connor | 2 hours ago |
Analytics Dashboard
Detailed insights about your lead performance
Conversion Rate
Conversion Rate Graph
Lead Sources
Source Distribution Chart
Response Time
Lead Performance Trends
Performance Trends Graph
Task Management
Track and manage your lead-related tasks
To Do (4)
Follow up with John Smith
Discuss property requirements and budget constraints
Schedule site visit
Arrange property viewing for potential client
In Progress (3)
Document verification
Review and verify client documents
Review (2)
Property proposal review
Review final proposal before client meeting
Completed (5)
Initial client meeting
Completed initial consultation
Team Management
Manage your sales team and track their performance
Team Overview
Total Members
12
Active Now
8
Average Performance
87%
Performance Stats
Team Performance Graph
Team Members
| Member | Role | Active Leads | Conversion Rate | Status | Actions |
|---|---|---|---|---|---|
|
Sarah Connor
sarah@lodha.com
|
Senior Sales Executive | 24 |
78%
|
Active |
Reports & Analytics
Comprehensive reports and insights about your leads
Lead Conversion Summary
Revenue Forecast
Revenue Forecast Chart
Recent Reports
| Report Name | Type | Generated | Status | Actions |
|---|---|---|---|---|
|
Q3 Lead Performance Report
Detailed analysis of lead performance
|
Performance Analysis | Oct 15, 2023 | Completed |
Scheduled Reports
Weekly Performance
Every Monday at 9 AM
Monthly Summary
1st of every month
Report Categories
Quick Actions
Settings
Manage your account and application preferences
Profile Settings
Notification Preferences
Email Notifications
Receive email updates about your leads
SMS Alerts
Get SMS notifications for important updates
Security Settings
Change Password
Two-Factor Authentication
Add an extra layer of security to your account