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.
iv>Clients
Add Client
Name | Email * | Number |
Country | City | Training Package |
Amount * | Currency | Payment Method |
Date of Payment | Lead Type | Marketing Source |
Ad Source | Date of Lead Entry | Work Experience (yrs) |
IT or Non-IT | Years Lived Abroad | Sales Consultant |
Demo Coach |
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) |
---|