CRM Demo
Demo · sample data

Overview

Client journey summary and key numbers.

Last 30 days
Enquiries
353
Qualified
239
67.7% of enquiries
Bookings
155
64.9% booking rate
Confirmed
136
87.7% confirmation rate
Reminder Sent
131
75.0% got both reminders
Show-Ups
91
74.6% show-up rate
No-Shows
31
25.4% no-show rate
Recovered
18
50.0% recovery rate
Converted
51
14.4% of enquiries
Revenue
₹4,97,000
Revenue gap ₹1,25,000

Today's Follow-ups

5
  • Meera Malhotra · Call to confirm service scope · Ananya Rao28 Sept, 11:00 am
  • Isha Bose · Share price list on WhatsApp · Arjun Kapoor28 Sept, 12:30 pm
  • Neha Menon · Follow up on pending booking · Arjun Kapoor28 Sept, 02:00 pm
  • Priya Bose · Send service brochure · Kavya Iyer28 Sept, 04:00 pm
View all tasks

Overdue Follow-ups

4
  • Isha Sharma · Send offer reminder · Ananya Rao24 Sept, 09:00 am
  • Reyansh Pillai · Check if still interested · Rohit Mehta26 Sept, 09:00 am
  • Siddharth Joshi · Chase proposal response · Arjun Kapoor27 Sept, 09:00 am
  • Vihaan Menon · Missed callback — call again · Rohit Mehta28 Sept, 06:00 am
View all tasks

Revenue & bookings trend

Converted revenueBookings createdLeakage (no-show + late cancel)

Funnel performance

  1. Enquiry
    353
  2. Qualified
    239 68%
  3. Booking
    155 65%
  4. Confirmation
    136 88%
  5. Attendance
    91 67%
  6. Conversion
    51 56%

Booking performance

  • Booking Rate64.9%
  • Confirmation Rate87.7%
  • Reminder Rate75.0%
  • Show-Up Rate74.6%
  • No-Show Rate25.4%
  • Late-Cancel Rate3.2%
  • Recovery Rate50.0%
Revenue gap
₹1,25,000
Recovered revenue
₹1,87,500

Source performance

SourceEnquiriesBooking RateShow-UpRevenue
Google Ads11368%74%₹1,54,000
Meta Ads8868%75%₹1,48,500
Website6667%77%₹1,28,000
WhatsApp4559%77%₹30,000
Referral4152%63%₹36,500

Opportunity pipeline

  • New Lead
    0 · ₹0
  • Contacted
    83 · ₹7,51,000
  • Qualified
    9 · ₹1,34,000
  • Meeting Booked
    39 · ₹4,83,500
  • Meeting 1 Done
    27 · ₹2,91,000
  • Meeting 2
    2 · ₹17,500
  • Meeting 3
    2 · ₹11,000
  • Proposal Sent
    1 · ₹2,500
  • Follow-Up
    1 · ₹8,500
  • Won
    51 · ₹4,97,000
  • Lost
    92 · ₹9,75,000
  • Disqualified
    46 · ₹5,68,500

Regional summary

  • MumbaiWest
    ₹1,85,500
    56 bookings · 78% show-up
  • DelhiNorth
    ₹1,34,000
    45 bookings · 77% show-up
  • BengaluruSouth
    ₹1,27,500
    25 bookings · 70% show-up
  • PuneWest
    ₹50,000
    29 bookings · 68% show-up

Recent activity

  • New enquiry from Aditya Desai28 Sept, 06:49 am
  • New enquiry from Sneha Kulkarni28 Sept, 05:37 am
  • Sneha Pillai qualified28 Sept, 03:13 am
  • New enquiry from Sneha Pillai28 Sept, 02:13 am
  • Dhruv Chopra qualified27 Sept, 11:03 pm
  • Dhruv Chopra confirmed their booking27 Sept, 11:00 pm
  • New enquiry from Dhruv Chopra27 Sept, 10:03 pm
  • Meera Gupta qualified27 Sept, 09:09 pm

Live Flow

See enquiries move through the journey in real time.

  1. Enquiry353
  2. Booking155
  3. Attendance91
  4. Conversion51
Open Live Flow