Revenue trend & forecast
Won revenue (solid) · projected from pipeline (dashed)
Pipeline funnel
Open value by stage
Invoice ageing
Days outstanding buckets
Collection efficiency
Amount received vs billed
This month vs last
Revenue, deals, leads, tasks
Tickets
WA leads
7-day
Compliance
Service rev.
By category
Quick add
Leaderboard
Won revenue
Tasks due
Lead sources
Pending quotes
Awaiting response
Staff utilisation
Billable vs total logged hours
Recent activity
Latest actions across the firm
Top open deals
Click to open detail
| Deal | Stage | Prob. | Value | Weighted | Owner |
|---|
Pipeline by stage
Open deal value, colored by stage
Deal count by owner
Who's carrying the most deals
Contacts by source
Where your leads actually come from
Contacts by tag
Lead / Customer / Partner / Churned mix
Your websites
Add every site you run — when a contact's source is SEO, you'll pick which one it came from
| Name | Company | Mobile no. | Tag | Source | Last activity |
|---|
Tickets by status
Current workload distribution
Tickets by priority
Urgency mix across open tickets
Workload by assignee
Open tickets per team member
| Subject | Contact | Priority | Status | SLA | Assignee | Updated |
|---|
Tasks by status
Overdue / due soon / upcoming / completed
Open tasks by owner
Who's carrying the workload
Next 7 days
Tasks due, day by day
Add a task
Overview
All tasks
Leads by intent
What people are messaging about
Leads by staff number
Which number is generating leads
Connect a WhatsApp number
Pick the staff member, then generate a pairing QR for their phone
Connected WhatsApp numbers
Status updates once the self-hosted gateway links each number
Backend sync
Paste your bridge backend URL to auto-fetch WhatsApp leads — no copy-paste needed
Not connected
Paste a WhatsApp message
Manual capture for now — connect the self-hosted gateway to make this automatic.
Captured WhatsApp leads
Revenue by employee
Won deal value attributed to each owner
Live payout by employee
Computed from current performance + payout settings
Add a team member
Payout dashboard
Live — updates automatically as deals close and hours are logged
| Employee | Type | Target status | Base | Commission earned | Hourly earnings | Total payout |
|---|
Messages by team member
Who's most active in the channel
Activity — last 7 days
Message volume per day
Team channel
Shared with everyone in this workspace
Quotations by status
Draft → Sent → Accepted → Converted
Quoted value by service
Which services bring the most quoted value
Create a quotation
Services on this quotation
Total quote value
₹0
| Quote # | Client | Mobile | Services | Amount | Status |
|---|
Services by category
Catalog mix
Most quoted services
How often each service appears on quotations
Add a service
Billed vs received
All-client comparison
Outstanding by client
Who owes the most
Add a ledger entry
All clients — outstanding balance
Click any row to open full khata
⌕
| Client | Mobile | Total billed | Total received | Balance due | Status |
|---|
| Invoice # | Client | Amount | Issued | Status |
|---|
Add a document record
| Name | Category | Contact | Added |
|---|
Log time
Summary
| Date | Contact | Description | Hours | Amount | Logged by |
|---|
Status breakdown
Pending / overdue / done distribution
Workload by assignee
Open items per team member
Next 30 days — due calendar
Upcoming compliance deadlines at a glance
Add a compliance / renewal item
⌕
| Title | Category | Contact | Priority | Due | Status | Assigned |
|---|
Revenue generated
Won deal value per employee
Billable hours logged
Time billed to clients per employee
Tasks completed vs open
Productivity by employee
Deals in pipeline
Open deal count per employee
Employee scorecards
Click any card to see full report
| Employee | Role | Deals won | Revenue | Open deals | Hours | Tasks done | Tickets resolved | Target | Payout |
|---|
Saved views
Deal value by stage