CRM
BUSINESS OVERVIEW

Dashboard

Tuesday, September 1, 2026

Good evening, Admin 👋

Here's what's happening across your sales pipeline today.

Good evening, Admin 👋

You have 12 follow-ups today

My Leads 24
Follow-ups 12
Bookings 5
Revenue ₹2.48L
↗ 12.5%
1,248 Total Leads vs last month
🔥
↗ 8.3%
312 Hot Leads vs last month
↘ 3.2%
86 Follow-ups Due vs yesterday
↗ 15.8%
156 Bookings vs last month
↗ 18.6%
₹48.6L Revenue vs last month

Leads Overview

Lead activity over time

200 150 100 50 0
142 Leads 31 Aug
25 Aug 26 Aug 27 Aug 28 Aug 29 Aug 30 Aug 31 Aug

Follow-ups Due Today

Your priority conversations

RS
Rahul Sharma Goa Trip · 4N/5D
10:30 AM Hot
NI
Neha Iyer Kerala Trip · 5N/6D
11:15 AM Warm
AV
Amit Verma Thailand Trip · 6N/7D
12:00 PM Hot
PS
Pooja Singh Dubai Trip · 4N/5D
02:30 PM Warm
SY
Sandeep Yadav Bali Trip · 5N/6D
04:00 PM Cold

Lead Source Distribution

Where your leads are coming from

1,248 Total
Website 52%
WhatsApp 25%
Referral 15%
Walk-in 8%

Recent Leads

Latest enquiries added to CRM

Lead ID Customer Destination Source Status Assigned To
131049 Rahul Sharma Goa Website Hot Priya Sharma
131048 Neha Iyer Kerala WhatsApp Warm Rohit Verma
131047 Amit Verma Thailand Website Hot Priya Sharma
131046 Pooja Singh Dubai Referral Warm Rohit Verma
RS
Rahul Sharma #131049 · Goa
Hot
NI
Neha Iyer #131048 · Kerala
Warm
AV
Amit Verma #131047 · Thailand
Hot

Today's Follow-ups

Your priority conversations

RS
Rahul Sharma Goa Trip · 4N/5D
10:30 AM Hot
NI
Neha Iyer Kerala Trip · 5N/6D
11:15 AM Warm
AV
Amit Verma Thailand Trip · 6N/7D
12:00 PM Hot

My Pipeline

8 New
5 Hot
7 Quotation
3 Negotiation