Elementor #1027531

Company Dashboard

Date Range:

Primary Metrics

Revenue (INR)Expenses (INR)Net Profit (INR)Profit Margin %ConversionsConversion Rate %
000000

Secondary Metrics

LeadsCAC (INR)ASP (INR)CPL (INR)ROASSales Cycle (days)Lead Quality ScoreClient Quality Score
000000

Tertiary Metrics

Consultations BookedConsultations ConductedConsultation Show Rate %Demos BookedDemos ConductedDemo Show Rate %
000000

Lead Metrics (per active date range)

Total LeadsMeta AdsYouTubeWebsiteOtherAvg Lead Quality (1–4)
0

Note: CPL, ROAS, Conversion Rate update in the Metrics section.

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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
#NameEmailAmountCurrPaymentPayment Date Lead TypeMarketingAd SourceLead DateExp(yrs)IT/Non-ITAbroad(yrs)ConsultantCoach Lead QualityAmount (INR)Final ReceivedDays to CloseEdit

Expenses

Local Date Override (optional):

Add Expense

Category
Expense Head Amount (INR) Date

Entries

#CategoryHeadAmountDate

Totals

CategoryTotal (INR)
Overall0

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

NameAssignedDoneShow-up %ConversionsAmount 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

NameAssignedDoneShow-up %ConversionsAmount Closed (INR)Commission Earned (INR)

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