AT
Overview

Good morning, Anil 👋

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

Add Lead
Total Leads
1,248
+12.4%
Interested
412
+8.1%
Meetings
86
+3.2%
Converted
134
+18.6%
Revenue
₹1.42 Cr
+22.4%
Conversion Rate
10.7%
+1.4%

Lead Funnel

From new lead to converted client

10.7% overall conversion
New
1,248100%
Contacted
89271%
Interested
41233%
Meeting
21817%
Proposal
16413%
Converted
13411%

Lead Sources

Where your leads come from

Referral38%
Website24%
WhatsApp18%
BNI12%
Facebook8%

Monthly Lead Trend

Leads captured vs converted

Leads Converted

Recent Activities

Live feed across your team

New lead added — Aarav Sharma
2m ago
Follow-up completed with Priya Verma
18m ago
Proposal shared with Rohan Iyer
1h ago
Policy issued for Sneha Nair
3h ago
Call logged with Vikram Patel
5h ago