Revenue
₹8.42L
+12.8%₹95,600 ahead
Owner overview
Good evening, Demo User
Thursday, 13 August 2026 · Here is what needs attention across your business.
New leads
47
+9.3%14 converted
Active customers
318
+4.6%14 added this month
Open work
23
-8.0%6 high priority
Quote pipeline
₹3.76L
+18.2%17 open quotations
Outstanding
₹1.86L
+5.4%7 payments due
Team tasks
18
-21.7%4 due today
Stock alerts
6
-14.3%2 critical items
Revenue and expenses
Amount shown in thousands of rupees
Revenue Expenses
Business pulse
Overall operational health
86out of 100
Sales momentum92%
Cash collection78%
Work completion88%
Customer health85%
Sales pipeline
From first enquiry to confirmed business
01New enquiries47 records₹7.84L
02Qualified31 records₹6.12L
03Quoted17 records₹3.76L
04Won9 records₹2.18L
Lead-to-customer conversionUp 3.4% this month19.1%
Today's priorities
4 remaining · 0 completed
Follow up with 5 warm leads
Two have quotations awaiting a response
SalesHigh
Review 3 overdue invoices
₹74,500 has been overdue for more than 7 days
FinanceHigh
Approve low-stock purchase list
Six products are below their reorder levels
InventoryMedium
Complete weekly team check-in
Four tasks need an owner update
TeamNormal
Recent business
Latest orders, projects and service work
| Record | Customer | Type | Amount | Status | Due | Open |
|---|---|---|---|---|---|---|
| ORD-1087 | Apex Interiors | Service | ₹86,500 | Paid | 13 Aug | |
| ORD-1086 | Greenfield Academy | Project | ₹1,24,000 | In progress | 16 Aug | |
| ORD-1085 | Sharma Properties | Subscription | ₹42,000 | Pending | 18 Aug | |
| ORD-1084 | CarePlus Clinic | Product | ₹68,400 | Overdue | 11 Aug | |
| ORD-1083 | Urban Mart | Wholesale | ₹34,750 | Paid | 10 Aug |
Revenue mix
Where business comes from
Recent activity
AKAarav Khanna created quotation QT-10848 min ago
SYSystem recorded payment of ₹86,50018 min ago
PMPriya Mehta moved Apex Interiors to Won42 min ago
RSRohan Singh completed project milestone #241 hr ago
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