My Day

Today's priorities and activities

Today's Leads

+12% vs yesterday

Demos Scheduled

2 pending

Follow-ups Due

3 overdue

Revenue Today

$4,200

+8% vs target

Today's Tasks

Call Sarah Johnson

Follow up on demo feedback

High

Send proposal to ABC Corp

Custom package for 50 students

Medium

Update CRM notes

Weekly lead review

Done

Upcoming Meetings

10:00

Demo - TechStart Academy

Online meeting • 45 min

14:30

Discovery Call - EduPlus

Phone call • 30 min

16:00

Team Standup

Conference room • 15 min

Discovery & Qualification

Qualify leads using BAN methodology (Budget, Authority, Need)

Pending Discovery

Qualified Leads

Avg. Qualification Time

18m

Qualification Rate

73%

BAN Discovery Form

Budget

What's your budget range for this project?

When do you need to make this decision?

Budget approval process

Authority

What's your role in this decision?

Who else is involved in the decision?

Decision-making process

Need

What's driving this need?

Current solution (if any)

Success criteria

Number of students/users

Additional Information

Competitors being evaluated

Key concerns or objections

Next steps discussed

Qualification Assessment

Budget Score (1-5)

Authority Score (1-5)

Need Score (1-5)

Overall Qualification Score: -/15

Discovery Queue

Sarah Johnson

TechStart Academy

High Priority Due: Today Est: $2,400

Mike Chen

EduPlus Institute

Medium Priority Due: Tomorrow Est: $5,200

Lisa Wang

BrightFuture Academy

Low Priority Due: This week Est: $8,900

Robert Brown

Global Solutions Ltd

Qualified Completed Est: $3,600

Question Templates

Budget Discovery

• "What's your budget range for this type of solution?"
• "When do you need to make this decision?"
• "What's the cost of not solving this problem?"

Authority Questions

• "Who else is involved in this decision?"
• "What's your role in the selection process?"
• "How are decisions typically made at your organization?"

Need Assessment

• "What's driving this initiative?"
• "What happens if you don't solve this?"
• "How are you handling this today?"

Leads

Manage and track your sales leads

Lead	Source	Stage	Value	Last Contact
SJ Sarah Johnson sarah@techstart.com	Website	Demo Scheduled	$2,400	2 hours ago
MC Mike Chen mike@eduplus.com	Referral	Discovery	$5,200	1 day ago
LW Lisa Wang lisa@brightfuture.edu	LinkedIn	Proposal Sent	$8,900	3 days ago

Showing 1 to 3 of 156 results

Calendar

Manage appointments and schedule meetings

January 2024

Sun

Mon

Tue

Wed

Thu

Fri

Sat

9 AM

10 AM

11 AM

12 PM

1 PM

2 PM

3 PM

4 PM

5 PM

MON

Team Meeting

10:00 - 11:00

TUE

Client Demo

14:00 - 15:00

WED

THU

FRI

SAT

SUN

Monday, January 15, 2024

10:00

Team Meeting

Weekly sync with sales team

Meeting 1 hour

2:00

Client Demo - ABC Corp

Product demonstration for 50-student package

Demo 1 hour

Upcoming Events

Team Meeting

Today, 10:00 AM - 11:00 AM

Meeting

Client Demo - ABC Corp

Today, 2:00 PM - 3:00 PM

Demo

Follow-up Call - Sarah Johnson

Tomorrow, 9:00 AM - 9:30 AM

Call

Quick Stats

This Week 12 events

Demos 5

Meetings 4

Calls 3

Marketing Dashboard

Overview of marketing performance and lead generation

Total Leads

2,847

+23% vs last month

Conversion Rate

18.5%

+2.1% vs last month

Campaign ROI

340%

+45% vs last month

Cost per Lead

$24

-8% vs last month

Lead Generation Trend

Monthly lead acquisition

Lead Sources Breakdown

Distribution by channel

Active Campaigns

Fall Enrollment Drive

Facebook Ads + Google Ads

284 leads

$1,240 spent

Email Newsletter

Weekly education tips

156 leads

24.5% open rate

Social Media Campaign

Instagram + LinkedIn

89 leads

12.3% engagement

Quick Actions

Recent Activity

New lead from website

Email campaign sent

Social post published

Lead Sources

Analyze and optimize your lead generation channels

Website Organic

1,234

+18% vs last month

Conversion: 22.4%

Paid Ads

856

+32% vs last month

CPL: $28.50

Social Media

432

+12% vs last month

Engagement: 8.7%

Referrals

325

-5% vs last month

Quality: High

Source Performance Trends

Source Distribution

Website Organic

43.2%

Paid Ads

30.0%

Social Media

15.1%

Referrals

11.7%

Top Performing

Google Organic 24.8% CVR

Facebook Ads 18.2% CVR

LinkedIn 16.5% CVR

All Lead Sources

Source	Type	Leads	Conversion Rate	Cost per Lead	Quality Score
Google Organic Search Engine	Organic	892	24.8%	Free	85
Facebook Ads Social Media	Paid	524	18.2%	$32.50	78
LinkedIn Ads Professional Network	Paid	332	16.5%	$45.20	72

Showing 1 to 3 of 8 sources

Marketing Campaigns

Create, manage and track your marketing campaigns

Active Campaigns

Total Reach

245K

+18% this month

Engagement Rate

12.8%

+2.4% vs avg

Total Spend

$18.2K

+12% this month

ROAS

4.2x

Above target

Campaign Overview

Active

Fall Enrollment Drive

Multi-channel campaign targeting new students for fall semester enrollment

Leads Generated

284

Conversion Rate

18.2%

Spend

$4,240

ROAS

5.2x

Ends in 12 days

Active

Email Newsletter

Weekly educational content and tips for prospective students

Subscribers

8,420

Open Rate

24.5%

Click Rate

3.8%

Leads

156

Automated

Next: Tomorrow 9 AM

Paused

Social Media Campaign

Instagram and LinkedIn content marketing for brand awareness

Reach

42.3K

Engagement

12.3%

Followers

+284

Leads

Paused 2 days ago

Campaign Performance Over Time

Lead Nurturing

Automate and manage lead nurturing workflows and email sequences

Active Workflows

Leads in Nurturing

1,247

+15% this month

Avg. Open Rate

28.5%

+3.2% vs industry

Conversion Rate

12.8%

+1.8% this quarter

Active Workflows

Welcome Series

Active

5-email sequence for new leads

Enrolled: 342 leads

Completion: 78%

Course Interest Follow-up

Active

Targeted content based on course interest

Enrolled: 189 leads

Completion: 65%

Re-engagement Campaign

Paused

Win-back inactive leads

Enrolled: 856 leads

Completion: 43%

Workflow Performance

Email Templates

Welcome Email

First touchpoint for new leads

28.5% open rate Used in 3 workflows

Course Information

Detailed course offerings and benefits

24.1% open rate Used in 2 workflows

Demo Invitation

Invitation to schedule product demo

31.2% open rate Used in 4 workflows

Follow-up Reminder

Gentle reminder for inactive leads

19.8% open rate Used in 1 workflow

Quick Actions

Recent Activity

Welcome Series

24 new enrollments today

Course Follow-up

12 leads converted to demos

Email Template

Demo invitation updated

Sales Management Dashboard

Team performance overview and sales management insights

Team Revenue

$284,500

+18.2% vs last month

Live

Goal: $400,000

Active Deals

142

+12 new this week

Live

Hot: 23

Warm: 67

Cold: 52

Team Conversion

23.8%

+2.1% improvement

Live

Target: 30%

Team Size

All active 100% utilization

Online

Senior: 2

Mid: 4

Junior: 2

Revenue Trend

Monthly team performance

$95,200

This Month

$78,400

Last Month

+21.4%

Growth

Team Performance

Individual contributions

Nguyễn Hoàng

Top Performer

$68,400

Highest Revenue

Top Performers

Team ranking and achievements

Nguyễn Hoàng

Senior TVTS

Online

$68,400

28 deals • 31.2% conv.

Trần Linh

TVTS

Online

$52,800

22 deals • 28.7% conv.

Lê Mai

TVTS

Busy

$47,200

19 deals • 26.3% conv.

Phạm Đức

Junior TVTS

Needs Support

$18,200

8 deals • 15.1% conv.

Recent Activities

Target Exceeded

Team exceeded monthly target by 12%

2 hours ago

Leads Assigned

24 leads distributed to team members

4 hours ago

Training Completed

Sales methodology workshop finished

1 day ago

New Team Member

Võ An joined as Junior TVTS

2 days ago

Support Needed

Phạm Đức requires coaching session

3 days ago

Team Performance

Individual performance metrics and team analytics

Top Performer

Nguyễn Hoàng

$68,400 revenue

Team Average

$47,400

Across all members

Total Deals

142

28 won this month

Win Rate

68.5%

+5.2% vs target

Individual Performance

Nguyễn Hoàng

Senior TVTS

$68,400

28 deals • 72% win rate

144% of target

Trần Linh

TVTS

$52,800

22 deals • 68% win rate

115% of target

Lê Mai

TVTS

$47,200

19 deals • 65% win rate

105% of target

Phạm Nam

TVTS

$42,600

17 deals • 61% win rate

95% of target

Performance Trends

Monthly progress tracking

Recent Activities

Deal Closed - Nguyễn Hoàng

ABC Education Center - $4,800

2 hours ago

Demo Scheduled - Trần Linh

XYZ Company prospect demo

4 hours ago

New Lead - Lê Mai

Website inquiry from potential client

6 hours ago

Proposal Sent - Phạm Nam

Corporate training package proposal

1 day ago

Coaching Notes

Trần Linh

Yesterday

Focus on closing techniques. Great at building rapport but needs to work on asking for commitment.

Follow-up needed

Lê Mai

2 days ago

Excellent progress on objection handling. Confidence has improved significantly.

On track

Phạm Nam

1 week ago

Review product knowledge for technical questions. Schedule training session for next week.

Training scheduled

Sales Pipeline

Track deal progression and pipeline health across all stages

Pipeline Value

$847,200

142 active deals

Weighted Value

$423,800

50% probability weighted

Avg. Deal Size

$5,960

+12% vs last month

Sales Cycle

28 days

-3 days improvement

Pipeline Funnel

Deal progression through stages

Lead (45 deals) $268,500

Qualified (38 deals) $226,800

Demo (28 deals) $167,200

Proposal (19 deals) $113,400

Negotiation (12 deals) $71,600

Conversion Rate: 26.7%

Velocity: 28 days

Stage Performance

Win rates by pipeline stage

Active Deals

Deal	Owner	Stage	Value	Probability	Close Date
ABC Education Center Corporate English Training	NH Nguyễn Hoàng	Negotiation	$12,800	85%	Sep 25, 2025
XYZ International IELTS Preparation Course	TL Trần Linh	Demo	$8,400	60%	Oct 5, 2025
Global Tech Corp Business English Training	LM Lê Mai	Proposal	$15,600	70%	Sep 30, 2025

Showing 3 of 142 deals

Reports & Analytics

Comprehensive sales insights and performance analytics

Monthly Revenue

$284,500

+18.2% vs target ($240K)

Forecast Accuracy

92.3%

+5.1% improvement

Customer Acquisition

+23% new customers

Avg. Deal Value

$6,053

+8.9% vs last month

Revenue Forecast

Projected vs actual revenue trends

Sales Velocity

Deal closure time by stage

Top Performing Products

Revenue by course category

Business English

$142,800

35 deals

IELTS Preparation

$98,400

28 deals

Corporate Training

$43,300

12 deals

Sales Leaderboard

Monthly performance ranking

Nguyễn Hoàng

Senior TVTS

$68,400

144% target

Trần Linh

TVTS

$52,800

115% target

Lê Mai

TVTS

$47,200

105% target

Report Templates

Pre-configured reports for different stakeholders

Proposals

Manage and track proposal status

Total Proposals

Pending Review

Approved

Total Value

$48,200

Proposals

Proposal	Client	Value	Status	Created
Enterprise Package - ABC Corp 50 students, 12 months	SJ ABC Corporation Sarah Johnson	$12,500 Annual contract	Pending Review	2 days ago Due: Jan 25
Startup Package - TechStart 20 students, 6 months	MC TechStart Academy Mike Chen	$4,800 6-month contract	Approved	1 week ago Approved: Jan 18
Premium Package - EduPlus 100 students, 24 months	LW EduPlus Institute Lisa Wang	$30,900 24-month contract	Draft	3 days ago Modified: Jan 20
Basic Package - SmallAcademy 10 students, 3 months	RK SmallAcademy Robert Kim	$1,200 3-month trial	Rejected	1 week ago Rejected: Jan 15

Quick Start Templates

Create new proposals from pre-built templates

Startup Package

Perfect for small educational institutions

$2,400 - $6,000

Enterprise Package

Comprehensive solution for large organizations

$10,000 - $25,000

Custom Solution

Tailored package for specific requirements

Custom Pricing

Team Member	Calls	Meetings	Deals	Revenue	Conversion
NH Nguyễn Hoàng Senior TVTS	156	42	28	$68,400	31.2%
TL Trần Linh TVTS	134	35	22	$52,800	28.7%
LM Lê Mai TVTS	118	31	19	$47,200	26.3%
PD Phạm Đức Junior TVTS	76	18	8	$18,200	15.1%