Sales Dashboard

Welcome back, John! Here's your performance overview.

New MQLs Today

12

+8% from yesterday

Demos Scheduled

8

+2 this week

Proposals Sent

5

2 pending review

Win Rate

68%

Above target

Sales Pipeline

Leads 45

Demo Scheduled 28

Proposal Sent 15

Closed Won 8

Today's Tasks

5 remaining

Call Sarah Johnson - Demo Follow-up

Due: 2:00 PM

Send proposal to Tech Academy

Due: 4:00 PM

Email new MQLs from webinar

Completed

Quick Actions

Leads

Manage and track your sales leads

Name	Source	Score	Stage	Owner	Last Activity
SJ Sarah Johnson sarah@techacademy.com	Webinar	85	Demo Scheduled	John Smith	2 hours ago
MB Michael Brown m.brown@edutech.org	Website	72	Contacted	John Smith	1 day ago
EW Emily Wilson emily@learningcenter.edu	Referral	91	Proposal Sent	John Smith	3 hours ago

Showing 1 to 3 of 45 results

Leads Sarah Johnson

SJ

Sarah Johnson

Director of Technology • Tech Academy

Lead Pipeline Progress

✓

New Lead

2

Demo Scheduled

3

Proposal Sent

4

Closed Won

Contact Information

Email

sarah@techacademy.com

Phone

+1 (555) 123-4567

Company

Tech Academy

Lead Score

85

Stage Demo Scheduled

Smart Assistant

💡 Suggestion

Follow up on demo within 24 hours for best conversion rates

📊 Insight

Similar leads from education sector have 78% close rate

JS

Demo scheduled

2 hours ago

Scheduled product demo for tomorrow at 2:00 PM via Zoom

SJ

Email reply received

1 day ago

"Thanks for the information. I'd like to schedule a demo to see how this could work for our academy."

JS

Initial contact email sent

2 days ago

Sent personalized introduction email with case study from similar education client

Calendar

Manage your demos and meetings

This Week

Dec 11-17, 2023

MON

11

TUE

12

WED

13

THU

14

FRI

15

SAT

16

SUN

17

10:00 AM

Team Standup

2:00 PM

Demo - Sarah Johnson

11:00 AM

Demo - Michael Brown

3:00 PM

Follow-up Call

1:00 PM

Proposal Review

Proposals

Track and manage your sales proposals

Proposal ID	Lead Name	Course	Status	Amount	Last Updated
#PROP-2023-001	SJ Sarah Johnson Tech Academy	Full-Stack Web Development	Sent	$21,600	2 hours ago
#PROP-2023-002	MB Michael Brown EduTech Solutions	Data Science Fundamentals	Accepted	$18,500	1 week ago
#PROP-2023-003	EW Emily Wilson Learning Center	UI/UX Design Bootcamp	Draft	$15,200	3 days ago
#PROP-2023-004	DL David Lee Code Academy Plus	Mobile App Development	Viewed	$28,800	5 days ago

Showing 1 to 4 of 12 results

Leads Create Proposal

Create Proposal for Sarah Johnson

1

Student Profile

2

Course Selection

3

Pricing & Discount

4

Preview

5

Send

Student Information

Full Name

Email

Phone

Organization

Learning Goals

Recommended Courses

Full-Stack Web Development

Complete program covering frontend and backend development

Duration: 6 months Level: Intermediate

React Node.js MongoDB

$2,400

per student

Data Science Fundamentals

Introduction to data analysis and machine learning

Duration: 4 months Level: Beginner

Python Pandas Matplotlib

$1,800

per student

Pricing & Discounts

Item	Quantity	Unit Price	Total
Full-Stack Web Development		$2,400	$24,000

Subtotal $24,000

Discount Approved

% -$2,400

Total $21,600

Proposal Summary

Student: Sarah Johnson

Course: Full-Stack Web Dev

Students: 10

Total: $21,600

Reports

Track your sales performance and metrics

Leads Handled

127

+12% from last month

Conversion Rate

68%

+5% from last month

Revenue Generated

$156K

+18% from last month

Monthly Performance

Jan

Feb

Mar

Apr

May

Jun

Contact Management

Manage call history, emails, and communication logs

Total Contacts

1,247

Calls Today

47

Emails Sent

23

Follow-ups Due

12

Recent Communications

Contact	Type	Subject	Time	Duration	Status	Actions
SJ Sarah Johnson sarah.j@email.com	Call	Course consultation - IELTS program	10:30 AM	15 mins	Completed
MC Mike Chen mike.chen@email.com	Email	Course brochure and pricing info	9:15 AM	-	Sent

Follow-up Automation

Manage automated reminders and follow-up sequences

Active Sequences

15

Pending Tasks

28

Completed Today

12

Response Rate

74%

Today's Follow-up Tasks

Call Sarah Johnson

Follow up on IELTS course interest • Due: 2:00 PM

Send pricing email to Mike Chen

Business English course details • Due: 3:30 PM

Active Automation Sequences

Sequence Name	Trigger	Active Contacts	Response Rate	Status	Actions
New Lead Welcome	Lead created	23	68%	Active
IELTS Course Follow-up	Course interest	15	72%	Active

Payment Tracking

Monitor payment status and track receivables

Total Revenue

$45,250

Pending Payments

$12,400

Overdue

$3,200

Payment Rate

87%

Payment Status

Student	Course	Amount	Due Date	Status	Payment Method	Actions
SJ Sarah Johnson sarah.j@email.com	IELTS Preparation	$1,200	Sep 25, 2025	Paid	Bank Transfer
MC Mike Chen mike.chen@email.com	Business English	$800	Sep 30, 2025	Pending	Credit Card

Sales Dashboard

Sales Pipeline

Today's Tasks

Quick Actions

Leads

Sarah Johnson

Lead Pipeline Progress

Contact Information

Smart Assistant

Notes

Messages

Files

Call Script & Notes

Conversation Script - Course Inquiry

Call Notes

Call History

BANT Qualification

Budget

Authority

Need

Timeline

BANT Score Summary

Calendar

This Week

Proposals

Create Proposal for Sarah Johnson

Student Information

Recommended Courses

Full-Stack Web Development

Data Science Fundamentals

Pricing & Discounts

Proposal Preview

EduCRM Training Proposal

Student Information

Recommended Course

Investment

Proposal Sent Successfully!

Proposal Summary

Reports

Leads Handled

Conversion Rate

Revenue Generated

Monthly Performance

Contact Management

Recent Communications

Follow-up Automation

Today's Follow-up Tasks

Active Automation Sequences

Payment Tracking

Payment Status

Schedule Demo

Student Handover Checklist

Student Information

Handover Checklist

Mark Lead as Lost

Proposal for Sarah Johnson

EduCRM Training Proposal

Student Information

Course Plan

Pricing Details

Proposal Timeline

Attachments