Total Leads
1,284
+48 this week
Converted (MTD)
312
24.3% conversion rate
Follow-ups Due
87
23 overdue
Pipeline Value
₹42.8L
+18% vs LM
Avg. Close Time
4.2d
From inquiry to sale
23 leads are overdue for follow-up. Oldest overdue: Vikram Mehta — 5 days. Show overdue leads →
🔄 Pipeline
📋 All Leads
📅 Follow-ups
📊 Analytics
🎯 Segments
Drag-and-drop pipeline view — 6 stages · Sorted by estimated value
All Leads (loading…)
| Lead | Plan Interest | Source | Priority | Stage | Agent | Follow-up | Value | Actions |
|---|
🔴 Overdue Follow-ups (23)
📅 Due Today (18)
📆 Upcoming (Next 7 Days)
| Lead | Plan | Agent | Due Date | Last Contact | Notes | Action |
|---|
Leads by Source
Conversion Funnel
Monthly Lead Volume
Plan Preference Distribution
Agent Conversion Performance
| Agent | Assigned | Converted | Rate | Avg Close (days) | Revenue | Best Plan |
|---|---|---|---|---|---|---|
| Aryan Kapoor | 248 | 72 | 29.0% | 3.8 | ₹4.2L | Legacy |
| Priya Mehta | 231 | 64 | 27.7% | 4.1 | ₹3.8L | Together |
| Rahul Singh | 210 | 52 | 24.8% | 4.5 | ₹3.1L | Explore |
| Deepa Nair | 198 | 46 | 23.2% | 5.0 | ₹2.8L | Explore |
🔵 Explore Leads
538
41.9% of total leads
Conversion: 22.3%
Avg close: 3.2 days
Pipeline: ₹11.8L
Young adults
First-timers
Walk-in
⚪ Together Leads
482
37.5% of total leads
Conversion: 26.1%
Avg close: 4.1 days
Pipeline: ₹18.6L
Couples
Parent+child
Referral
🔴 Legacy Leads
264
20.6% of total leads
Conversion: 31.4%
Avg close: 5.8 days
Pipeline: ₹12.4L
Families
Premium
Agent pitch
Lead Source Attribution
| Source | Leads | Converted | Rate | Best Plan | Avg Value |
|---|---|---|---|---|---|
| Walk-in (Gate) | 428 | 118 | 27.6% | Explore | ₹2,800 |
| WhatsApp Campaign | 312 | 89 | 28.5% | Together | ₹4,200 |
| Website / Digital | 248 | 62 | 25.0% | Explore | ₹3,100 |
| Referral (Existing holder) | 192 | 74 | 38.5% | Legacy | ₹7,800 |
| Call Center | 104 | 31 | 29.8% | Together | ₹5,100 |