SALES

Ask Khadim — Sales
Sales & CRM: Pipeline, Orders, Team performance & Forecasts

Overview

High-level sales metrics
Total Sales (YTD)
₹ 3,120,000
Growth: +9% vs last year
Monthly Target
₹ 420,000
Achieved: 88%
Conversion Rate
7.8%
Leads → Customers
Active Leads
128
Hot: 18 • Warm: 50
Closed Deals
54
This month

Revenue Trend

Monthly revenue

Sales Channels

Distribution

Leads & Opportunities

LeadCompanyStageValueOwner

Recent Orders

Latest sales orders & invoices
Order IDClientAmountStatusDate

Sales Team Performance

Leaderboard & progress

Forecast & Funnel

Quarter forecast & conversion funnel
Next quarter target: ₹ 1,500,000
Funnel Overview

CRM Summary

Top clients & recent interactions
Top Clients
Recent Interactions

Notifications

Actionable items

Targets

Team & personal
Team Target (Q4)
₹ 1,500,000
Remaining
₹ 480,000

Quick Actions

Shortcuts

Recent Activity

Audit trail