Dashboard

Total Revenue

$50,457

+1.31%

vs last month

New Leads Added

150

-5.35%

vs last month

Conversion Rate

25%

+2.37%

vs last month

Total Deals Closed

30

+3.28%

vs last month

Overview
Total Sales
Total Income
Profit and Expenses
90k90k80k80k70k70k60k60k50k50k40k40k30k30k20k20k10k10k0k0kJanJanFebFebMarMarAprAprMayMayJunJunJulJulAugAugSepSepOctOctNovNovDecDec
Sales
$540k
Income
$200k
Profit
$265k
Expenses
$485k
Lead Sources
Marketing120
Social Media
50.24%
Website
5.23%
Email
15.18%
Affiliates
20.02%
Direct
45.48%
Tasks List
Top Opportunities
Client Stage Close Date Revenue Owner Close %

AC

John Hamilton
Negotiation

Nov 20, 2024

$20000

Jane Smith

80%

JS

Jessica Stone
Proposal

Dec 01, 2024

$15000

Mark Lee

65%

RK

Rohit Kapoor
Pending

Oct 18, 2024

$10500

Alicia Wong

40%

MT

Michael Thompson
Discussion

Sep 30, 2024

$8900

Natalie Cruz

55%

AS

Amy Santiago
Delayed

Nov 10, 2024

$12000

Jake Peralta

30%

CW

Clara Williams
In Review

Dec 15, 2024

$17500

Oscar Hale

70%

Leads Report
Lead Email Phone No Campany Status Action
John Hamilton

johnehamilton@gmail.com

+48, 65610085

Mufti

New Lead
Janice Reese

janicecreese@gmail.com

+45, 32678972

Gucci

In Progress
Andrew Kim

andrewekim@gmail.com

+30, 84787124

Vans

Loss
Kathryn Sanchez

kathryntsanchez@gmail.com

+30, 23794209

Myntra

Won
Diane Richards

dianetrichards@gmail.com

+78, 37569176

HCLTech

Converted
Kit Richards

kitrichards@gmail.com

+78, 35698564

Muffi

New Lead
Upcoming Schedule
Mon, 24 March 07:00 PM
Marketing Policy Meeting
Attendance Robert Downy
Tue, 25 March 09:00 AM
Project Kickoff Meeting
Attendance Emma Watson
Wed, 26 March 11:30 AM
Design Review Session
Attendance Chris Evans
Thu, 27 March 02:15 PM
Client Feedback Round
Attendance Natalie Portman
Fri, 28 March 04:45 PM
Team Retrospective
Attendance Tom Holland
Sat, 29 March 10:30 AM
Budget Planning Discussion
Attendance Scarlett Johansson