Dashboard Summary
Sync Connected
Verified Sales
$0.00
Active Orders
0
In Transit (FOB)
0
Unassigned Leads
0
Tasks & Alerts Needing Action
0 AlertsNo pending action alerts. Enjoy the day!
Sales Funnel Analysis
| ID | Company Name | Contact Name | Buyer Type | Lead Status | Status | Assigned Sales Rep | Total Sales ($) | Created Date | Actions |
|---|
● Draft Quotes
0
● Quotes Sent
0
● Invoice Sent
0
● Firm Orders
0
● Sourced
0
● In Transit
0
● Delivered
0
● Cancelled
0
| Payment ID | Order ID | Client Company | Amount ($) | Payment Method | Transaction Reference | Date Paid | Verified By Staff ID |
|---|
Total CRM Won Revenue
$0.00
Active Pipeline Value
$0.00
Overall Conversion Rate
0.0%
Total Sales Activities
0
Representative Performance & Activity
| Salesperson Name | Assigned Leads | Won Leads | Lost Leads | Conversion Rate | Won Sales ($) | 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.