CRM MODULE
📊 Reports & Analytics
₹2.34Cr
Total Revenue (YTD)
↑ +18.4% vs last year
1,248
Total Leads (YTD)
↑ +32% vs last year
18.4%
Conversion Rate
Industry avg: 14.2%
94.2%
CSAT Score
↑ +2.1% this quarter
📈
₹48.7L
Revenue This Month
↑ +18%
🎯
247
New Leads This Month
↑ +32 today
🤝
31
Deals Closed
↑ +7 vs last month
⏱️
4.2 days
Avg Deal Cycle
↓ -0.8 days improved
🎫
98.1%
Ticket Resolution Rate
↑ +1.2%
💬
1.8 hrs
Avg Response Time
↓ Target: <2 hrs ✓
🔄
₹2.6L
Renewal Revenue
12 AMC renewals
📣
28.4%
Campaign Open Rate
Avg: 21.4%
MONTHLY REVENUE (₹ Lakhs)
TOP 5 PRODUCTS BY REVENUE
| Product | Revenue | Qty |
|---|---|---|
| GPS Fleet System | ₹18.4L | 24 |
| CRM Platform License | ₹14.2L | 8 |
| IoT Signal Monitor | ₹8.7L | 32 |
| Annual AMC Package | ₹6.2L | 18 |
| Safety Audit Service | ₹3.9L | 7 |
LEAD SOURCE BREAKDOWN
🌐 Website34%
💬 WhatsApp22%
📣 Social18%
🤝 Referral16%
📞 Phone10%
CONVERSION FUNNEL
🆕 New Leads1,248
📞 Contacted924 (74%)
✅ Qualified462 (50%)
📋 Proposal184 (40%)
🏆 Won230 (18.4%)
TEAM KPI PERFORMANCE
| Rep | Leads | Closed | Revenue | Score |
|---|---|---|---|---|
| Rajesh Kumar | 68 | 11 | ₹18.4L | ⭐ 9.2 |
| Priya Sharma | 52 | 8 | ₹12.8L | ⭐ 8.7 |
| Amit Mehta | 44 | 6 | ₹9.6L | ⭐ 7.4 |
| Deepak Rao | 36 | 4 | ₹5.2L | ⭐ 6.1 |
| Neha Joshi | 28 | 2 | ₹2.7L | ⭐ 4.8 |
TEAM KPI BARS
Lead Response Time92%
Quotation Acceptance76%
Customer Satisfaction94%
Sales Target Achievement81%
DATE RANGE
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