Dashboard

Demo Owner · Owner · Demo
Open pipeline₹621,00010 leads
Won this month₹75,000from deals
New leads · 7 days102 customers in total
Follow-ups due612 calls logged today

📅 Follow up todayAll due

Rohit Kapoor
Kapoor Sports		Newoverdue 2026-10-03
Manish Gupta
Gupta & Sons		Negotiationoverdue 2026-10-03
Farhan Ali
Ali Traders		Contactedoverdue 2026-10-03
Anita Desai
FitLife Gym		Contactedtoday
Divya Nair
RunClub Kochi		Wontoday
Meena Joshi
Joshi School		Qualifiedtoday

✅ My tasks

No open tasks.

🎯 Pipeline

New2 · ₹50,000
Contacted2 · ₹270,000
Qualified1 · ₹8,000
Proposal2 · ₹275,000
Negotiation1 · ₹18,000
Won1 · ₹22,000
Lost1 · ₹90,000

🆕 Latest activity

Call · Sent quote — Ritu Bansal Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · No answer — Amit Patel Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · Call back — Meena Joshi Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · Interested — Farhan Ali Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · Sent quote — Pooja Iyer Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · No answer — Karan Malhotra Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · Call back — Divya Nair Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
Call · Interested — Manish Gupta Arjun Mehta · 10-04 07:51
Spoke about sizes and delivery dates.
✨ Saar
SaarHi! Ask me anything about your customers, deals and team — “who should I call today?”, “write a follow-up for Anita”, “which deals are at risk?”