Dashboard Summary
Sync Connected
Verified Sales
$0.00
Active Orders
0
In Transit (FOB)
0
Unassigned Leads
0
Tasks & Alerts Needing Action
0 AlertsNo pending action alerts. Enjoy the day!
Sales Funnel Analysis
ID |
Company Name |
Contact Name |
Phone |
Email |
Buyer Type |
Outreach Sent |
Lead Status |
Status |
Assigned Sales Rep |
Total Sales ($) |
Pending |
Last Action |
Created Date |
Actions |
|---|
● Draft Quotes
0
● Quotes Sent
0
● Proforma Sent
0
● Firm Orders
0
● Sourced
0
● In Transit
0
● Delivered
0
● Cancelled
0
| Payment ID | Order ID | Client Company | Gross Confirmed ($) | Net Verified ($) | Processing Fees ($) | Payment Method | Transaction Reference | Date Paid | Confirmed By | Verified By | Internal Notes |
|---|
Total CRM Won Revenue
$0.00
Active Pipeline Value
$0.00
Overall Conversion Rate
0.0%
Total Sales Activities
0
Outreach Emails Sent
0
Avg Quote Turnaround
0 mins
Avg Payment Verification
0 hrs
Representative Performance & Activity
| Salesperson Name | Assigned Leads | Won Leads | Lost Leads | Conversion Rate | Won Sales ($) | Pipeline Value ($) | Calls Logged | WhatsApp Logged | Emails Sent | Meetings |
|---|
User Accounts & Permissions
| User ID | Name | Role | Passcode | Active | Actions |
|---|
Spreadsheet Engine Integration
Manually trigger Google Apps Script tasks on the background. Changes sync back to sheets automatically.
Google Web App URL Endpoint
If Web App URL changes, update here. Re-verify connectivity afterwards.