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CRM

Leads, campaigns, activities & pipeline

Open Pipeline Value

৳ 4.82M

6.4%Across 214 active leads

Leads Won (MTD)

38

12.5%Conversion rate 17.8%

Pending TA-DA Claims

19

3.2%৳ 84K awaiting approval

Active Tasks Overdue

27

8.1%Across 6 sales reps
Monthly Leads Won vs Total Pipeline Value
Leads by Pipeline Status
Working / In Progress34%
Negotiation22%
Proposal18%
Qualified15%
Win11%
Pending Approvals & Follow-ups
View all

TA-DA Claim #TD-4471

Bimol Chandra Das — Dhaka to Chattogram, Bus

Submitted 2 hrs agoPending

OD Request — Rafiqul Islam

Field visit, Gulshan client site, In 10:00 / Out 17:30

Awaiting manager approvalPending

Lead: Padma Trading Ltd.

Work order WO-2201, ৳ 6.4L, Negotiation stage

Follow-up due tomorrowFollow-up

Deal Lost: Anwar Group

LC Module (Import LC) — lost to competitor pricing

Closed 3 days agoLost

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