✨ Smart Insights auto-detected, updates live
Pipeline by status
Leads by source
Leaderboard converted deals
Due follow-ups top 6
Pending
Completed
Select a conversation
Course librarySelect a course — or load your catalog using the paste template.
📊 KPI Index live from your CRM data
Revenue mix by channel
Conversion rate
Activity metrics (new leads, calls, appointments, revenue) follow the date range above. Pipeline-state cards (total leads, contacted, qualified, follow-ups, unassigned) always show your current pipeline.
Sales funnel stage-to-stage drop-off
Leads by source
💹 Lead Source ROI which channels actually convert & earn
| Source | Leads | Won | Conv % | Revenue (AED) | Rev / Lead |
|---|
Leads vs Conversions
Calls & Connected
Call outcomes
Pipeline by status
Team performance click a row to filter
📅 Appointments face-to-face consultations
📞 Calls per day by executive
Daily volume
Per executive
| Executive | Calls | Connected | Connect % | Talk time | Calls/day |
|---|
Output WhatsApp-formatted
Select options on the left, then Generate.
Verify latest info online (opens official search)
Session history
Nothing generated yet.
🔐
Admin configuration
This panel changes CRM-wide settings. Re-enter your Admin password to continue.
📊 Report builder Admin only — pick inputs, the report updates live
Distribution
Rep performance filtered range
| ID | Created | Name | Mobile | Course | Status | Owner | Source | Budget |
|---|
| Timestamp | User | Role | Action | Details |
|---|
📍 Activity Log all users except Admin
Every sign-in attempt — successful, failed or blocked — with the approximate city it came from. Location is city-level, derived from the network IP; it is not GPS and shows where the internet connection is, not the exact person. A VPN or mobile network can shift it to another city.
| When | User | Role | Result | City | Country | Timezone | Device | IP |
|---|