Company Dashboard
Date Range:
Primary Metrics
| Revenue (INR) | Expenses (INR) | Net Profit (INR) | Profit Margin % | Conversions | Conversion Rate % |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
Secondary Metrics
| Leads | CAC (INR) | ASP (INR) | CPL (INR) | ROAS | Sales Cycle (days) | Lead Quality Score | Client Quality Score |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 | — | — |
Tertiary Metrics
| Consultations Booked | Consultations Conducted | Consultation Show Rate % | Demos Booked | Demos Conducted | Demo Show Rate % |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
Lead Metrics (per active date range)
| Total Leads | Meta Ads | YouTube | Website | Other | Avg Lead Quality (1–4) |
|---|---|---|---|---|---|
| 0 |
Note: CPL, ROAS, Conversion Rate update in the Metrics section.
Clients
Manage Dropdown Options
| Which list? | Value |
Import/Export
CSV headers: Name,Email,Number,Country,City,Amount,Currency,PaymentMethod,PaymentDate,LeadType,MarketingSource,AdSource,LeadEntryDate,TrainingPackage,WorkExpYears,ITorNonIT,YearsAbroad,SalesConsultant,DemoCoach
Clients Table
Page Size
Page 1
| # | Name | Amount | Curr | Payment | Payment Date | Lead Type | Marketing | Ad Source | Lead Date | Exp(yrs) | IT/Non-IT | Abroad(yrs) | Consultant | Coach | Lead Quality | Amount (INR) | Final Received | Days to Close | Edit |
|---|
Expenses
Local Date Override (optional):
Add Expense
| Category
|
Expense Head | Amount (INR) | Date |
Entries
| # | Category | Head | Amount | Date |
|---|
Totals
| Category | Total (INR) |
|---|---|
| Overall | 0 |
Sales Commissions — Demo Coaches
Local Date Override (optional):
Manage Demo Coaches & Commission Structure
| Name | Mode | Fixed (INR) | Percent (%) |
Manual Counts (per active/local range)
Summary
| Name | Assigned | Done | Show-up % | Conversions | Amount Closed (INR) | Commission Earned (INR) |
|---|
Sales Commissions — Demo Coaches
Local Date Override (optional):
Manage Demo Coaches & Commission Structure
| Name | Mode | Fixed (INR) | Percent (%) |
Manual Counts (per active/local range)
Summary
| Name | Assigned | Done | Show-up % | Conversions | Amount Closed (INR) | Commission Earned (INR) |
|---|
