CRM| Velzon - Admin & Dashboard Template

CRM

Campaign Sent

0

Annual Profit

$0k

Lead Coversation

0%

Daily Average Income

$0

Annual Deals

0

Sales Forecast

Deal Type

Balance Overview

$584k Revenue
$497kExpenses
3.6%Profit Ratio

Deals Status

Name	Last Contacted	Sales Representative	Status	Deal Value
Absternet LLC	Sep 20, 2021	Donald Risher	Deal Won	$100.1K
Raitech Soft	Sep 23, 2021	Sofia Cunha	Intro Call	$150K
William PVT	Sep 27, 2021	Luis Rocha	Stuck	$78.18K
Loiusee LLP	Sep 30, 2021	Vitoria Rodrigues	Deal Won	$180K
Apple Inc.	Sep 30, 2021	Vitoria Rodrigues	New Lead	$78.9K

My Tasks

4 of 10 remaining

Review and make sure nothing slips through cracks

15 Sep, 2021
Send meeting invites for sales upcampaign

20 Sep, 2021
Weekly closed sales won checking with sales team

24 Sep, 2021
Add notes that can be viewed from the individual view

27 Sep, 2021
Move stuff to another page

27 Sep, 2021
Styling wireframe design and documentation for velzon admin

27 Sep, 2021

Show more...

Upcoming Activities

25

Tue

12:00am - 03:30pm
Meeting for campaign with sales team

5
20

Wed

02:00pm - 03:45pm
Adding a new event with attachments

3
17

Wed

04:30pm - 07:15pm
Create new project Bundling Product

4
12

Tue

10:30am - 01:15pm
Weekly closed sales won checking with sales team

9

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Closing Deals

Deal Name	Sales Rep	Amount	Close Date
Acme Inc Install	Donald Risher	$96k	Today
Save lots Stores	Jansh Brown	$55.7k	30 Dec 2021
William PVT	Ayaan Hudda	$102k	25 Nov 2021
Raitech Soft	Julia William	$89.5k	20 Sep 2021
Absternet LLC	Vitoria Rodrigues	$89.5k	20 Sep 2021